Whether you’re pitching to investors or closing an M&A deal or sharing data with business partners, having a well-organized and organized virtual repository can make a huge difference. Investors do not have the time to go through a mess of documents or deal with files that aren’t properly formatted. They want an elegant presentation of sensitive information that is easy to read on any platform.
Follow these best practices to simplify processes and provide third parties with the most accurate, up to current information.
Uploading and Organizing files
Utilize operating procedures to determine which documents go in the VDR and the manner in which they are referred to. A consistent naming system and folder structure helps to manage and locate documents. Tags and metadata provide information to documents and make it easier to the search and filtering.
Permission Settings
Set permissions for various kinds of users (admins corporate employees investors, clients, etc.). To block access to the repository by anyone else, and improve the security of the repository. If you have sensitive or confidential information, a fence view mode can be a great feature that stops users from printing, downloading to save, scanning, or taking screenshots of specific documents.
Monitoring Activity
Ensure that you have an audit log that is secure from tampering activities within your VDR by setting up custom reports that are sent to the project’s key managers on a regular basis. FirmRoom for instance, provides comprehensive analytics of documents in its reports that makes it easy for teams to track the involvement of users in the repository. This enables better monitoring of stakeholders and speeds up communication.
https://dataroomus.com/best-practices-for-data-rooms-and-secure-document-sharing/
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