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]

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