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How to create a data room

Learn how to create and manage secure data rooms for your documents.

Updated December 1, 2024
1 min read

How to create a data room


Data rooms are perfect for organizing multiple documents for due diligence, fundraising, or M&A transactions.


Creating a Data Room


  • Go to your DoQshare dashboard
  • 2. Click "Create Data Room" or "New Data Room"

    3. Enter a name for your data room

    4. Add a description (optional)

    5. Click "Create"


    Adding Documents


  • Open your data room
  • 2. Click "Add Documents" or drag and drop files

    3. Organize documents into folders if needed

    4. Set permissions for each document or folder


    Configuring Settings


  • **Access Control**: Set who can view the data room
  • **NDA Required**: Require viewers to accept an NDA
  • **Custom Branding**: Add your logo and colors
  • **Custom Domain**: Use your own domain (Business+ plans)
  • **Expiration Date**: Set when the data room expires

  • Best Practices


  • Organize documents into logical folders
  • Use clear naming conventions
  • Set appropriate permissions
  • Enable audit logs for compliance
  • Regularly review access permissions
  • data-roomvdrorganization

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