iDeals is among the most efficient platforms for managing corporate files and simplifying complicated M&A transactions. It allows you to save space, money and time organizing and managing papers. The tool can be used by both small and large businesses at all stages of their business.
The platform is equipped with a number of advanced features, such as customizable workflows and Q&A roles. It also provides watermarks on documents, spreadsheet encryption and multiple views (Fence Views, View Excel with Formulas, View Excel Without Formulas) and specific tracking that displays how long each user is working on specific documents or pages. Its search feature can be employed to find exact or partial matches to PDFs, images, documents and folders as well as other. It lets you create folder structures and organize documents in a way that will make it easier for users to navigate.
A dependable customer support team and the ability to access the data room across different devices are essential. Choose a provider that provides 24/7 support and also offers live chat, phone support or email in multiple languages.
Users can quickly invite users in bulk, or via spreadsheets. They can configure permissions for users individually and groups, which include access to documents as well as the Q&A section and the frequency at which they receive notifications about new uploads. They can also add security measures such as two-step verification of identity for users that require passwords and a single-use number from an authenticator app or SMS sent to the mobile device of the user to ensure the integrity of the data.
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