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Creating a New Deal Room in the Management Area
Creating a New Deal Room in the Management Area

How to create a new Deal Room in your Management Area.

Nina Lee avatar
Written by Nina Lee
Updated over a week ago

ℹ️ This feature is only available to Administrators and Room Creators in the Management Area.

1. Login to your Management Area

2. Select Data rooms under the Manage section on the left hand side

3. Click on Add and then Data Room in the top right of your screen

4. Add room name

5. Add Address (URL)

6. Select the appropriate Document storage location

⚠️This must be selected before the room has been created. Once the location is set it can't be altered. By default all data is stored in Sydney, Australia.

7. Select the appropriate transaction type and industry group

8. Click Save

💡Tip: If you need to update the deal room settings after the room has been created and to learn more on other deal room settings, please see here.

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