This article explains how invited parties can download documents, from data room style tabs, based on the permissions set by the deal room owners.
Once logged into a deal room navigate to the data room tab in the workflow.
Open the folder hierarchy to locate the document(s) to download.
If downloading individual documents, check the checkbox next to the document to be downloaded.
Click on the three dots to the right hand side of the document name and select 'Download' OR select 'Download' from the data room menu options.
This will download the document direct to the local computer.
If downloading multiple documents, check the checkbox next to all documents to be downloaded and then select 'Download' from the data room menu options.
This will download a zip file to the local computer.
Depending on the permissions that have been set by the deal room owners, invited parties will receive the documents in one of the following formats:
documents will be downloaded in the source format, for example, an uploaded word document will be downloaded as word
documents will be downloaded in PDF format only with no watermark applied
documents will be downloaded in PDF format only with a watermark applied
If you have any questions, contact the Help Desk team: [email protected]