DigitanWorks Support

The Dataroom is a secure document module designed for storing and sharing confidential files between parties. These documents often include corporate records, exclusive presentations, and other sensitive materials.

Key features of the Dataroom:

1. The Dataroom can only have one owner, who is responsible for uploading, downloading, and managing files within the folder.
2. The owner is also the only person who can manage and control access, deciding who the Dataroom folder is shared with.
3. Once shared, users will have automatic access to the Dataroom, but they will only be able to view the files directly on the platform—downloading is restricted.
4. To enable the Dataroom function and become its owner, a request must be submitted to your system administrator.

Dataroom Owners – Manage Folders #

Once you have become the owner of your own dataroom, you can manage folders and documents by:

1. Login to your InvestorDisplay account
2. Navigate to “Dataroom” on the main navigation
3. Click “Add Folder”
4. Name the folder
5. Click “Add”

Once you have added your folder, you can now manage access and add different sub-folders as you need. Note: Users that are shared to the main folder, will also gain access to all sub-folders within.

Use the control buttons at the top right to manage the folder:

• “Add new document” – This button will allow you to add & upload documents to that folder
• “Edit Folder” – This button will allow you to edit the folder name & manage users the folder is shared with
• “Add new Sub-Folder” – This button will allow you to add new sub-folders to the Dataroom for better organization.