Data Rooms

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What is it?

Data rooms allow you to privately share specific documents with certain customers during the sales process. There are active data rooms and archived data rooms. Inactive data rooms are stored in the archived section.  

Active Data Rooms

To create a Data Room,

  1. Go to TrustShare, and from the left-hand side menu, click on “Data Rooms”.
  2. Select “Active”.
    The following screenshot shows the “Data Rooms” page.
    TS Data Rooms Main 01

To add data room,

  1. Go to TrustShare, and from the left-hand side menu, click on “Data Rooms”.
  2. Select “Active”.
  3. On “Data Rooms” page, click on the “Add Data Room” button.
    TS Data Rooms Add Data Room 02 1
  4. Enter the data room name and click “Next”.
    TS Data Rooms Add Data Room 03
  5. You can add documents to data room, search and add documents. Click on the “Next” button.
    TS Data Rooms Add Users 04
  6. Add users to data room and click on the “Review Details” button.
    TS Data Rooms Confirm Data Room Details 05
  7. Verify and confirm data room details, and then click on the “Create” button. Your data room will be displayed in list.

To manage Data room,

  1. Go to TrustShare, and from the left-hand side menu, click on “Data Rooms”.
  2. Select “Active”.
  3. On “Data Rooms” page, click on the data room.
    TS Data Rooms Manage Data Room 06 1
  4. On details page, you can add or delete documents, add or delete users, edit details or move an active data room to Archive.

To manage Data Rooms from Documents,

  1. Go to the Documents page to view different documents and find the specific document to manage.
  2. Click on the three-dot menu and select “Manage Access”.
  3. Select permission as “Data Rooms Only”.
  4. Check the boxes of the specific data rooms this document can be accessed in.
    TS Data Rooms Save Permissions 07
  5. Click on the “Save Permissions” button.

To invite user or company to a Data Room,

  1. Go to TrustShare, and from the left-hand side menu, click on “Data Rooms”.
  2. Select “Active”.
  3. On “Data Rooms” page, click on the data room.
  4. Go to “Users” section and click on “Add” button.
    TS Data Rooms Add User 08
  5. Select “User”.
    TS Data Rooms Add User 09
  6. Search for users or invite new users, and click on “Add Users”.
  7. You can add a company to the data room by selecting “Company” from the Users section.
    TS Data Rooms Add Company 10
  8. Search for the company and click on “Add”.

Archived Data Rooms

Archived data rooms are not in an active state.

To view archived data rooms,

  1. Go to TrustShare, and from the left-hand side menu, click on “Data Rooms”.
  2. Select “Archived”.
    TS Archived Data Rooms Main 11
  3. You can delete the data room from or reactivate data room from here.

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