Trial

The free Trial allows a 30-day free-of-charge service period starting when the first data room is opened. To continue using the solution, a Client must subscribe to one of the Subscription Plans by signing the Service Delivery order.

Storage and users

• deployment of one or several Data Rooms;
• uploading and storing of unlimited Client Data;
• unlimited number of Data Room Administrators;
• unlimited number of Data Room Participants.

Support, training, and project management

• 24/7 customer support via telephone, online chat, and email;
• customer support in 10 languages.

Customizations and integrations

• dark mode support (personal user setting);
• custom columns and sorting for selected tables / lists (personal user setting);
• custom branding (logo, color);
• custom terms of access / NDA, including dynamic tags and export to PDF;
• custom login page background;
• custom invitation, documents, and Q&A emails;
• customizable questions and answers tool workflows;
• single sign-on integration (SAML 2.0).

Documents

• folder index (structure) import;
• Data Room index export;
• files supported to for secure viewing in PDF or secure formats: *.pdf, *.txt, *.doc, *.docx, *.xls, *.xlsm, *.xlsx, *.csv, *.ppt, *.pptx, *.rtf, *.htm, *.html, *.xml, *.mht, *.jpg, *.jpeg, *.jpe, *.gif, *.bmp, *.png, *.svg, *.tif, *.tiff, *.mp4, *.mov, *.avi, *.wmv, *.m4v, *.mpg, *.mxf, *.mkv, *.3gp, *.mpeg, *.ts, *.asf, *.f4v;
• online PDF viewer;
• online Spreadsheet viewer;
• optical character recognition (OCR);
• full-text search;
• drag-and-drop upload;
• upload from external storage;
• automatic index numbering;
• Windows desktop application for upload and sync;
• mobile applications for iOS & Android;
• document redaction tool, which allows removing texts or areas from the documents in the Data Room containing any sensitive or confidential information so the redacted content appears blacked out for the Data Room Participants;
• recycle bin with deleted files and folders;
• copy files and folders across Data Rooms;
• rename files and folders in bulk;
• files and folders  labeling / tagging.

Security

• two-factor authentication;
• access to email verification; 
• access schedule by time;
• access expiration by time;
• access restriction by IP address;
• access restriction by email domain;
• users, roles, groups, and permissions management;
• 8 levels of document access management;
• encrypted PDF and MS Office documents with remote shred / information rights management;
• preview permissions as any Data Room Participant;
• customizable dynamic watermarks;
• share files externally outside the Data Room;
• screenshot prevention with Fence View.

Collaboration and reporting

• views and downloads tracking in the engagement matrix;
• activity log with each action inside the Data Room;
• data storage usage and largest files / folders report;
• dashboard with aggregated information about Data Room activity;
• new document notifications (personal user setting);
• reports export to Excel;
• scheduled and periodic (subscription) reports sent by email;
• questions and answers tool with customizable workflows;
• files and folders notes with export to Excel.

Multi-project management

• data storage usage reports across Data Rooms;
• subscription information;
• list of all Data Rooms linked to a subscription;
• see and manage users across Data Rooms;
• export list of Data Rooms and users to Excel;
• custom default settings for new Data Rooms, including data storage location, branding, watermarks, security, and so on.

Data hosting, availability, and compliance

• iDeals’ data centers in 9 regions;
• 99.95% uptime;
• SOC 1/2, ISO 27001, GDPR, HIPAA, PCI DSS compliance;
• SSL/TLS with 2048-bit RSA data transfer encryption;
• 256-bit AES data at rest encryption.