Settings

Settings is where admins edit, manage and reference core functionality of the data room, such as its Name, URL, Time Zone, Disclaimer, Watermarks, etc.

Who can access Settings?

Settings is only accessible to data room admins and users with the Manage Users & Settings permission enabled.

How do you access Settings?

1. Login to your Deal Manager Portal
2. In the My Data Rooms table, hover over the applicable data room and click the Manage Settings ⚙  icon under the Last Activity Column
3. Alternatively, you can enter the Data Room and access Settings in the Manage Users & Settings tab

Overview of terms and functionality in Settings

Details

• Data Room Name - refers to the name used to identify this data room, typically names for the corporation using it or a project name (eg Project Apple).
• Data Room URL - the unique URL identifying this data room.
• Data Room Email - a dedicated email address linked to this data room that, when enabled, allows users to automatically upload an email and its attachments directly to the data room.
• Uploading Features
• Enable Email Uploading - when enabled, it activates an Email Communications folder where messages and their contents are stored.
• Enable Audio Uploading - when enabled, it activates a dedicated dial-in linked to this data room that allows users to automatically record, via telephone, a meeting and upload it directly into the "Phone Recordings" folder.
• Transaction Type - a categorization relevant when viewing analytics by transaction type. The default is Easter Time Zone.
• Data Room Timezone - the timezone that drives the timestamps displayed for all users in the data room.
• Data Room Logo - the identifying logo displayed for all users in the top left of the data room.

Additional Security & Disclaimer

• Enable watermarking on Viewer & PDF downloads - superimposes a dynamic watermark containing the user's email address and IP address to all PDF documents in the data room. Note that this feature only works non-encrypted PDF files.
• Enable Two-Factor Authentication (2FA) to access this data room - when enables, users (including admins) are required to enter a verification code prior to accessing the data room, every time the data room is accessed, sent via email or SMS.
• Disable Bulk Download - when enabled, this disables a users ability to view and download more than one file at a time. While it can create friction for end users, it discourages the wholesale transfer of data and improves the quality of analytics by providing granular visibility into their exact areas of focus.
• Data Room Disclaimer - refers to the terms and conditions required to be accepted prior to accessing the data room. Note that the disclaimer must be agreed to by all non-admins prior to entering the data room, every time they enter the data room.

Advanced Settings

• SFTP Access - provides the credentials necessary for any user to access the data room via the Secure File Transfer Protocol (SFTP). SFTP read/write (view/download) access is governed by the same permissions assigned to the user of the data room, i.e., they can only see (and manipulate) files and folders they have been granted access to. Also note that SFTP will not work if 2FA is enabled. To learn more about how to access your data room via SFTP, click here.
• File Index - the file index appends a unique ID # to every file and folder in the data room. This enables users to reference specific documents with precision. Admins have three options on applying a file index #:
• Do not display index column in file explorer - when enabled, the file index does not appear in the data room. All files and folders, existing and new, will be sorted in alphabetical order (A-Z, 1-10).
• Display and index files and folders alphabetically - when enabled, the file index is displayed for all files and folders. All files and folders, existing and new, will be sorted alphabetical order (A-Z, 1-10).
• Display and index files and folders by date modified - when enabled, the file index is displayed for all files and folders. All files and folders, existing and new, will be sorted by the timestamp of when they were uploaded. Thus, older files will default appear at the beginning of the table while newer files will appear at the end.

Enhanced Tagging for Analytics

Enhanced tagging refers to optional fields used to improve the quality of analytics. When enabled, Deal Managers can better slice and dice their data in Account and Contact Profiles and Cross-Deal Analytics.

• Company / Parent Name - refers to the name of the company for whom the data room was provisioned.
• ABS Sector & Subsector - for structured products transactions, this refers to the Sector and Subsector the comprise the underlying assets comprising the data room.
• Industry & Subindustry - where applicable, refers to the industry and subindustry of the Company / Parent driving the use of the data room.
• Country - where applicable, refers to the primary country of the Company or Parent driving the use of this data room.
• Currency - where applicable, refers to the currency relevant to the transaction driving the use of this data room.
• Underwriter / Advisor - where applicable, lists the underwriters or advisors driving the use of the data room.