Product updates: more flexibility across Q&A, exports, emails viewing, and external sharing

Faster collaboration with Q&A

The updated interface now makes it easier and faster to follow complex discussions. Threads are visually cleaner, with clear separation between questions, answers, and internal notes. A new quick access panel makes it easier to jump into high-priority threads or browse FAQs.

You’ll also find:

• More powerful sorting and filtering, with categories always visible
• Redesigned expert assignment for faster management
• New thread status management
• Internal notes that let answer-side users collaborate privately
• Auto-saved drafts that keep your work safe, even if you step away
• A clearer, more visible import preview screen when uploading in bulk

Smarter insights for external link sharing 

We’ve upgraded external link sharing so you can now understand exactly how your documents are being used:

• Detailed insights – see time spent, most-viewed pages, number of visits, and overall engagement
• Real-time or digest notifications – get alerts instantly, or as daily/weekly summaries when someone accesses your link
• Mobile ready – check activity and performance on the go, right from your phone

All activity is tracked in one clear Insights page, helping you measure link performance and follow up with confidence.

🔒 Available on Premier and Enterprise plans only.

Project index: more export flexibility

We’ve made it easier to get structured, customizable exports of your project contents – whether you’re capturing a full data room view or just a filtered section.

There are now two export modes:

• Project index – exports the full structure or just your current folder view
• Custom project index – lets you apply filters before exporting

You can filter by:

• Files only, folders only, or both
• Upload date
• Inclusion of deleted items (Recycle Bin toggle)
• Specific selections, favorites, or filtered views

Every export reflects your current permissions and project view – giving you clarity and control at every step.

Multi-project management: default admins

You can now define default administrators at the corporate account level. These users will be automatically assigned admin rights every time a new project is created – ensuring that key team members are always included.

• Add up to 10 default admins in your template
• Review and edit the list before launching each new project
• Warn if default admins are about to be removed before project creation

It’s a simple way to standardize your project setup and avoid delays.

View EML and MSG files online in the data room

You can now upload EML and MSG files to the VDR. They’ll be automatically converted into PDFs, so email records sit neatly alongside your other documents – easy to review, store, and share without leaving the platform.

PII detection and Redaction in 20+ languages

We’ve expanded our personally identifiable information detection (PII) for Redaction feature beyond English and Spanish – now supporting 20+ languages, including German, Italian, French, and Chinese. This makes it easier to identify and protect sensitive information across a wider range of documents, no matter where they come from.