Choose approved room documents
Deal and data-room teams
A controlled pilot path for recipient access, watermarking, revocation, and activity evidence.
A deal team needs to prepare a restricted document handoff for external recipients.
Request accessThree-step workflow
Publish selected PDFs into a governed external room with recipient gates, watermarked previews, revocation, and evidence export.
Set recipient groups and grants
Require email and passcode gates
Supported input
- Financial report PDF
Expected output
- Recipient access policy
- Watermarked preview artifact
- Room activity trail
Controls to review
- Watermarked review preparation
- Recipient access planning
- Activity evidence
Evidence to inspect
- Access decision log
- Watermark map
- Recipient activity export
Deployment and limitations
Use a controlled pilot to agree the recipient, storage, and evidence boundaries before rollout.
- Recipient controls and data-room behavior must be confirmed during the controlled pilot.
Open workflow
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OpenReview evidence
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