Dataroom Setup

Set up of the Dataroom typically takes up to one working day. We will perform the following tasks under your instruction:

• Set up a secure domain in a name of your choice from which the Dataroom will be accessed (running 256-bit SSL encryption).
• Add all the features such as Information Request Centre and Audit trail which you will have requested and prepare your Dataroom for use
• Set up User Groups and Group Permissions defining which folders users can see (based on the information you give us).
• Prepare the registration page to which all users will be sent prior to being given access to the Dataroom. Users will agree to your terms and conditions of dataroom use, before being assigned usernames and passwords.
• Customise the appearance of the Dataroom to include your logo and corporate colours.

Adding Documents To Your Dataroom

Normally the procedure is as follows:

• Prepare an index of documents to be uploaded to the Dataroom (you will probably want to do this but we will help you as required).
• Scan all documents to your hard disk and convert to PDF (we can quote for this for you if you require).
• Upload the documents to the Dataroom. Documents can be uploaded individually or in bulk. All documents added to the Dataroom will be indexed for easy retrieval via online search.
• Check the integrity of the Document Tree to make sure it matches your original index and that it is complete.

Sending People To Your Dataroom

We recommend that all users of the Dataroom are required to register, agreeing to your Confidentiality Agreement before being given access to the Dataroom.

To achieve this we will provide you with a website address to send people to, together with a Pincode which when entered will take them to your Confidentiality Agreement. On agreeing to your terms, they will then be assigned to a user group based on the pincode provided, assigned a username and password and given a link to your Dataroom URL.

Log in details will be sent via email.