How does a guest get into my data room?
To let someone into your data room, open Recipients and click Invite. Add their name and email.
Steps
- To let someone into your data room, open Recipients and click Invite.
- Add their name and email.
- Choose how they'll verify: with a code sent to their email, or a password we email them. Then pick their role and, if you like, when their access ends.
- Send the invite. They get an email with a link to open the data room, and they don't need an account.
- When they open it, they ask for a verification code,
- enter the code from their email, and open the room.
- If you chose a password, they enter that instead.
- Then they accept the room's terms of access, and they're in.
Transcript
To let someone into your data room, open Recipients and click Invite.
Add their name and email.
Choose how they'll verify: with a code sent to their email, or a password we email them. Then pick their role and, if you like, when their access ends.
Send the invite. They get an email with a link to open the data room, and they don't need an account.
When they open it, they ask for a verification code,
enter the code from their email, and open the room.
If you chose a password, they enter that instead.
Then they accept the room's terms of access, and they're in.