Navigate to Rooms > Click Add New Room to begin adding a new room.

Enter the name of the new data room, upload a logo if applicable and specify the contact name and email address of an admin who can fully assist users when contacted directly. You may also choose to copy data (i.e. folders only, folders and files and/or Disclaimer text and/or Instructions) from an existing data room.

Then, select which of the available features you would like to turn on for the new data room.

• Show All/Empty folders: When on, all users will see all folders in the data room. When off, users will only see folders that contain files they can access.
• Document Viewer: When on, allows for restricting the printing and downloading of documents.
• Default Watermark: When on, the preset to upload PDF files with watermark by default.
• Download Folder: When on, allows users to download all available room content or folders containing files they have access to.
• Task Status Report: When using request list management (RLM) you can schedule update emails to be sent to users reminding them they have tasks to complete.
• Room Updates: You can schedule room updates (email notifications) to inform users files have been added or updated.

Next, if you have chosen to use the Document Viewer, you can set room level settings which will apply to all files within the data room. For example, when Download is turned on, users will be able to download files and when Download is off, users will not be able to download files.

The Disclaimer is turned off by default, however, if your clients need to acknowledge and accept a disclaimer you can turn this on and paste your custom disclaimer in the space provided. When the Disclaimer is turned on, users will have to either accept to enter the data room or decline and be logged out.

If you want to provide specific instructions to all users who enter the data room, you can add them here. If left blank, the default instructions will read, "Welcome to the (your data room name) data room".

Finally, you can choose to customize a default login email message to send when inviting users to the data room. When this is turned off our system default message will be sent.

Choose to save and create the data room or close without saving changes.

When adding a new room, if you see the message in red stating that this will exceed your accounts room limit you will be notified that additional charges may apply upon saving. If you proceed, you will also receive an email confirmation that additional rooms have been added and charges may apply. Some from our billing department will reach out.