New Features

Learn about the latest Datasite innovations and enhancements

Our current favorites

Be among the first to try them
  • Launch Acquire or Diligence projects from Pipeline

    Found your next target? Now seamlessly and securely move relevant deal documents in your pipeline to due diligence. From your Pipeline Trackers, conveniently launch a new Acquire or Diligence project with the option to copy documents in seconds.

  • Edit your trackers on mobile

    Want to do more than just view? Now you can both track and update your deal progress using the mobile app. Stay in control of your team's checklist of tasks, even on the move, with mobile tracker editing.

  • Setting permissions in the Documents tab

    By popular demand, Project Admins can now set permissions on files, folders, and filerooms without navigating away from the Documents tab. Right click, or use the top action bar, and adjust the permissions settings by role. Watch the video for more details. 

New features

Release month

App

Tool

  • Now on mobile: recycle files and manage Pipeline contacts

    Discover two new mobile app features:

    1. Unwanted content in the file room? Just recycle, recover, or permanently delete files with a tap.
    2. In Datasite Pipeline, create new contacts, edit existing ones, and associate specific contacts with a particular deal pipeline.

    App(s): Pipeline

  • Text comparisons in the document viewer

    With this powerful enhancement, reviewers and admins alike can scroll through two documents at a time. The differences between the two are highlighted with color coding - ideal for contract review. Watch the video to learn more.

    App(s): Prepare, Diligence, Acquire

  • Launch Acquire or Diligence projects from Pipeline

    Found your next target? Now seamlessly and securely move relevant deal documents in your pipeline to due diligence. From your Pipeline Trackers, conveniently launch a new Acquire or Diligence project with the option to copy documents in seconds.

    App(s): Pipeline

  • Export activities and tasks

    Evaluate and share more details on your opportunity pipeline by exporting more available data from Trackers. Now conveniently export your activities, tasks, and contacts into Excel format.

    App(s): Pipeline

  • Updated Inbox permissions settings

    Use the Datasite Outlook add-in to manage your pipeline - even without view access permissions to the Inbox tab. The updated Inbox permissions settings enable more flexibility for users to forward emails, attachments, and activities to the Inbox.

    App(s): Pipeline

  • Edit your trackers on mobile

    Want to do more than just view? Now you can both track and update your deal progress using the mobile app. Stay in control of your team's checklist of tasks, even on the move, with mobile tracker editing.

    App(s): Prepare, Pipeline, Diligence, Acquire

  • Left navigation updates

    Collapse and expand the left-hand navigation to give yourself more working room with this update. You will notice the change in Trackers, Analytics, Dashboard, Q&A, and more.

    App(s): Archive, Prepare, Pipeline, Diligence, Acquire

  • New Pipeline dashboard templates

    Take the guesswork out of preparing your dashboard. Save time while more clearly reporting our pipeline health with the enhanced Datasite Pipeline dashboard. Choose convenient templates for your team, board meetings, or investment committee.

    App(s): Pipeline

  • Redaction download options

    Project Admins and users with the appropriate access will now be presented with options for downloading files that have confirmed redactions.

    App(s): Prepare, Diligence

  • Setting permissions in the Documents tab

    By popular demand, Project Admins can now set permissions on files, folders, and filerooms without navigating away from the Documents tab. Right click, or use the top action bar, and adjust the permissions settings by role. Watch the video for more details. 

    App(s): Prepare, Diligence, Acquire

  • Comparing files in the Datasite viewer

    Users can now compare two files side-by-side in the Datasite viewer. Select two files, then pick select "Compare" in the right hand action menu. You can also now open up to ten files at a time in a single tab, too. Watch the video to learn more.

    App(s): Prepare, Diligence, Acquire

  • Improved role deletion

    It's now much easier to delete a role, should Project Admins create one in error. Within Permissions and role management, select the role and delete it. Users will no longer have access. 

    App(s): Prepare, Pipeline, Diligence, Acquire

  • Unfinished upload warning

    If your file uploads have not completed uploading, and you attempt to leave the tab or close your browser window, you will now be notified that your uploads may be interrupted.

    App(s): Prepare, Diligence, Acquire

  • New timeline view of your tracker

    Visualize your tracker's data with the new timeline chart widget. Configurable and filterable to include key details such as priority, status, and more.

    • Gain insights and visibility to important dates
    • Anticipate what's coming up next and potential bottlenecks
    • Shift tracker dates directly from the timeline without leaving the dashboard

    It's easy to add your existing dashboard; get started today with a new or existing tracker. Ensure your tracker has both start and end dates.

    App(s): Acquire

  • Tagging and saving views for Launchpad

    Use tags to group your related projects so they appear together, letting you quickly and easily access the most important work from the Datasite Launchpad.

    App(s): Archive, Prepare, Pipeline, Cloud, Outreach, Intelligence, Diligence, Acquire

  • Archive your closed projects

    Access all your closed deals from the Launchpad with Datasite Archive. When your project closes, request an online Archive to maintain project data online. Watch to learn more.

    App(s): Archive, Diligence

  • Linking folders to new tracker rows

    Linking additional tracker rows to synced fileroom folders is now easier than ever. Quickly link the folder of your choice directly to the new tracker row within the tracker cell.

    App(s): Prepare, Diligence, Acquire

  • Block annotations on downloaded watermarked files

    Project Admins can now choose whether to allow users with download privileges to annotate watermarked files they have downloaded from Datasite projects. Available in the settings tab, via toggle. 

    App(s): Prepare, Diligence, Acquire

  • Smash it with mobile upload

    Away from your desk when files come in? Volley them straight into the data room. With the new instant upload feature on the Datasite mobile app, you can keep the deal moving – and never drop the ball.

    App(s): Prepare, Pipeline, Diligence, Acquire

  • Expanded right-click options

    Use right click and save time. Available in Documents, Trackers, Users, search results, Pipeline Contacts, and Acquire findings.

    App(s): Prepare, Pipeline, Diligence, Acquire

  • Front of the Line Webinar

    Change the way you work with groundbreaking apps and tools. Learn how they can enhance your dealmaking whether you're in PE, banking, corp dev or legal.

    PLUS: An exclusive first look at Datasite Intelligence™ – the revolutionary AI search engine for M&A.

    Watch replay

    App(s): Prepare, Pipeline, Intelligence, Diligence, Acquire

  • Datasite Outlook add-in

    Centrally capture data on your M&A opportunities – without leaving Outlook. When items hit your email inbox, put them straight into your Datasite Pipeline projects.

    • Add opportunities, documents, contacts, reminders, and more
    • No switching back-and-forth between software, so you boost productivity
    • Capture all target data and communications in one place

    App(s): Pipeline

  • PII Redaction for Greek

    We have expanded our Redaction AI service to support the Greek language. Personally identifiable information can now be found using Redaction. Save days of work with the power of artificial intelligence.

    App(s): Diligence

  • Saved views in your pipeline

    Invite stakeholders to view only what they need about your pipeline activity. Now you can conveniently and confidently permission access to a saved view of your pipeline while restricting access to the rest of your pipeline trackers and dashboard.

    App(s): Pipeline

  • Access your Archive projects anywhere

    Don’t let your archives gather dust. Tap the app to open Datasite Archive and review your stored project data on the move. You can search and review content from your phone or tablet, and even invite new users.

    App(s): Archive

  • Trackers for Archive

    ​Now reviewing archived projects is more efficient than ever. You can view all your Trackers directly within your Datasite Archive project.  This also means you can quickly find anything on a tracker by using the view, sort, and filter functionality still available to users. 

    App(s): Archive

  • Change history for trackers

    Project Admins can now easily review recent changes made to their tracker with a filterable history. Whether it’s for the entire tracker or for a specific row, the who, what, where, and when is at your fingertips.

    Changes will be captured for projects created on or after April 15, 2023.

    App(s): Prepare, Pipeline, Diligence, Acquire

  • Document links email option

    Capture email addresses of those who open deal document attachments. By requiring the recipient of the deal docs to enter their email to view the document, you can see who is opening the deal docs. Track engagement and open up new contacts for deal marketing.

    App(s): Outreach

  • Outreach custom analytics

    Create and deliver custom reports to display how the outreach process is going. Keep internal stakeholders and clients in the loop with reports customized to your needs. No need to email out reports manually; you can set it and forget it with scheduled email delivery.

    App(s): Outreach

  • Publish drafted permissions by role

    Drafting permissions requires an eye for detail, and the bigger your project gets, the more intricate the permissions can be for each role. With this enhancement, Project Admins can opt to publish drafted permissions for just one role at a time, instead of publishing all drafts at once. Learn more in the video above. 

    App(s): Diligence, Acquire

  • View activity in your pipeline

    Quickly identify and display which opportunities in your pipeline have activity using the Activity Report widget in the Dashboard tab.

    • View opportunities with activity based on emails, stage, reminders, documents, or contacts added
    • Track the last 7, 30, or 60 days, or enter a custom date range
    • Add conditions to filter opportunities as needed

    Get visibility into both active and inactive targets, so you can prioritize follow-ups as needed.

    App(s): Pipeline

  • Don't wait for permissions - use your mobile app

    Now you can adjust any document's permissions from your Datasite mobile app. Need to ensure some roles can't see it? Or let another role see it, but not print or download it? Want to allow some roles to edit it? Set any document-level permissions in a few taps. 

    App(s): Prepare, Pipeline, Diligence, Acquire

  • Display permissions for moving and copying files

    It can be difficult to remember what the destination permissions settings are while you're moving and copying files in your data room. Now, before confirming your moves and copies, you can see what access each role will have to the files once they are published to their new location. 

    App(s): Prepare, Diligence, Acquire

  • Saved search

    Got a few words you search for repeatedly? Save them to a quick list, and save time. Populate your list, then quickly re-search as new files are loaded to the data room. Save time and energy, and let Datasite remember your important search items. 

    App(s): Prepare, Diligence, Acquire

  • Manage your subscription in one place

    Everything you need to manage your Datasite Cloud susbscription is in one central location. Using the admin console, Account Admins can now

    • View all projects in one display
    • See details like project phase, status, last project activity, and launch/close date
    • Conveniently request to add new projects or close projects

    App(s): Cloud

  • Password-protected files update

    Uploading password-protected files to Datasite? No problem. This update will alert you to an incorrect password instantly, saving you time and letting you know right away when you need to locate the correct password. 

    App(s): Prepare, Diligence, Acquire

  • View Trackers by row

    Review and update a tracker row in a focused form view. Click on the 'expand' arrow on the left side to see everything in a centralized view, making it easier to update multiple fields for one item. Quickly advance to the next or previous row, even when filters are applied. 

    App(s): Prepare, Pipeline, Diligence, Acquire

  • See permissions when moving files by mobile

    You’re moving a file using the mobile app. But should it inherit the destination folder’s permissions? Good news: you can now see permissions at the document level. It means even more convenience – and fewer mistakes.

    App(s): Prepare, Diligence, Acquire

  • Change category for threaded Q&A

    Keep your Q&A on topic when follow-up questions change direction. The answer team can now update the question category when new questions are submitted on a previously answered thread, keeping the best SMEs in your designated workflow.    

    App(s): Diligence, Acquire

  • Personalize your project notifications

    Stay in the know at the frequency you choose. Adjust your notification settings within your profile, mixing one at a time or matching in bulk by project and by type. Stay close with instant alerts for urgent deal tasks, while consolidating other items into a daily summary. 

    App(s): Prepare, Pipeline, Diligence, Acquire

  • Mobilize your buy-side opportunities

    Target your next deal from wherever you are. With Pipeline on the Datasite mobile app, you can keep all your leads iin hand. Review target information, manage documents, reach out to contacts, and get to due diligence faster. 

    Read more

    App(s): Pipeline

  • Preview folders and upload content within Trackers

    Know which tracker rows have documents and how many from a top level. Drill down to see which files exist in a given folder, and upload files quickly within your tracker without navigating to the Documents tab and losing your place. Enjoy this top-level view by adding new column type "Documents" to your new and existing trackers. 

    App(s): Prepare, Pipeline, Diligence, Acquire

  • New look

    Some highlights of the new look of Datasite:

    • Find your projects faster: Your launchpad screen refreshes when you log in – letting you get straight to work
    • View more onscreen: The new left-hand navigation bar frees up space for your data
    • Streamline your due diligence process: A redesigned Documents tab makes things so much easier
    • Move around effortlessly: Go places in one click, using the breadcrumbs in the global navigation bar

    Read more

    App(s): Prepare, Outreach, Diligence, Acquire

  • Introducing Datasite Pipeline

    Advance your buy-side opportunities with Datasite Pipeline, and capture and manage all opportunities in one place. 

    • One source of truth
    • Custom dashboards
    • Access and collaborate
    • Capture everything
    • Trusted permissioning
    • Seamless deal flow

    Read more

    App(s): Pipeline

  • Introducing Datasite Archive

    Preserve and protect your project data with Datasite Archive. It's easily accessible, legally defensible, and completely searchable. 

    Read more

    App(s): Archive

  • Introducing Datasite Cloud

    Manage the entire dealmaking process in one place with Datasite Cloud, a purpose-built platform for every deal type, and every deal phase. Keep all your activities in one secure space with connected applications, and build your success from one project to the next. 

    Read more

    App(s): Cloud

  • Mobile Analytics via Index

    Sort the serious bidders from the browsers. Just use Analytics via Index on your mobile app. Tap a document to see who has viewed or downloaded it. Know which users and roles are truly engaged. 

    App(s):

  • Save attachments in email templates

    Save your deal document attachments, document links, and watermark settings in your bulk email templates. This way, you won't need to adjust them every time you return to bulk email, and you can enjoy a smooth, efficient, and repeatable bulk emailing process.    

    App(s): Outreach

  • Copy (more) from a project

    Dashboards are now included in our 'copy from a project' feature. Rinse and repeat your go-to existing dashboards from another Acquire project, carrying over the naming, sizing, formatting, and layout into your new deal. 

    App(s): Acquire

  • Export tables to Excel

    Minimize hours and errors by exporting table data right from the document viewer. Quickly and conveniently export tables from PDFs, scanned files, JPGs, and more. 

    • Start the export with one click of a button
    • Identified table data is extracted from a file, available to download as an Excel file from your browser
    • Available to users with download access to content

    App(s): Acquire

  • Advanced search

    Easily perform advanced searches with our keyboard shortcuts and templates. 

    • Hit the / key to bring up a basic search
    • Hit the Command or Control key, then the / key to bring up advanced search 

    Our advanced search template lets you easily add conditions like "any," "all," and "none" to your queries, making it faster than ever to find what you need in the data room. 

    App(s): Prepare, Diligence, Acquire

  • Right and Left Watermarks

    Enjoy greater flexibility and customization in watermarking your deal documents. With right and left watermarking, you can now add a watermark on the left or right-hand side of your marketing files in addition to top, bottom, and center.

    App(s): Outreach

  • Move files on the move

    Fresh content in the sandbox, but you're not in the office? Just file and publish it with the mobile app. Select the destination, set the permissions - and everything's sorted.

    App(s): Diligence, Acquire

  • View users in a role from Permissions

    Roles are groups of users with the same permissions access. But whilst editing permissions by role, it's hard to remember which specific people are assigned to each role. Here's a solution - quickly see which users are assigned to a given role without leaving the permissions tab. 

    • Go to Permissions
    • Click the menu to the right of a role
    • Click view assigned users

    App(s): Prepare, Diligence, Acquire

  • New Analytics navigation

    It's easier than ever to navigate our Analytics tab. The dashboard navigation is now accessible via a dropdown menu in the top left. Select the dashboard you wish to view, and filter for the detail you need. 

    App(s): Diligence, Acquire

  • Tracker exports with enhanced formatting

    Review and share with ease the sharp and polished look of your exported checklists. All exported trackers will now include a bold header, listing the tracker name and the export date.  When exporting a single tracker, custom colors will carry over to the export’s row when using group-by column functionality.

    App(s): Diligence, Acquire

  • Q&A settings update

    Whether setting up Q&A for the first time or making changes, navigate quickly through teams, categories, and workflows with our improved design. Same functionality you depend on, but now with a cleaner design, centralized buttons, clearer messaging and warnings, and improved color contrast.

    App(s): Diligence, Acquire

  • Q&A grouping

    Group your deal's question list and FAQ for a spreadsheet-styled display directly within your project. Drag a column header to the top row or within the column sidebar to organize and review with ease. 

    • Group data by status, category, workflow level, and more
    • Group one or multiple columns
    • Easily edit or revert grouping

    App(s): Diligence, Acquire

  • Findings interface refresh

    Our findings interface has been updated for a more cohensive experience, with the same functionality for assessing risks.

    App(s): Acquire

  • In-Context Analytics

    Get quick insights into document engagement without leaving the Documents tab. 

    • Select a file
    • Navigate to details and actions
    • Select view document history

    App(s): Diligence, Acquire

  • Video viewer updates

    Upload video files to Datasite and reap the benefits of OCR-powered search and detailed analytics. Watch the video to learn more.

    App(s): Prepare, Diligence, Acquire

  • Send deal documents as links

    Send deal documents from Outreach as links instead of attachments. Gauge buyers' level of interest by seeing which links were opened and how many times they were opened. Watch the video to learn more. 

    App(s): Outreach

  • Column configuration for Q&A

    Both question and answer team users can adjust their personal view of the question list and FAQ. Choose which columns you want to see - and in which order - by clicking on filters or columns in the right-hand pane within the Q&A tab. 

    • Bulk filter and search quickly with a simple reset button
    • Reorder columns with drag and drop
    • Select and deselect columns to display or hide
    • Save your preferred display for future use

    App(s): Diligence, Acquire

  • Tap to connect in the app

    Reach contacts straight from the mobile app. Just tap any phone number to call it, or an email address to send mail. 

    App(s): Diligence, Acquire

  • Additional context when setting permissions

    Know more information about your content when setting permissions without leaving the Permissions tab. By clicking on 'column' in the right-hand navigation pane, choose to display additional information, including specific settings enabled: 

    • Publish status
    • File type
    • Native file download
    • Document disclaimer

    App(s): Diligence, Acquire

  • Document level disclaimers

    Boost security with custom, file-level disclaimers. Project Admins can add a disclaimer to a file from within details and actions, and track disclaimer acceptance history. Watch the video to learn more. 

    App(s): Prepare, Diligence, Acquire

  • Copy, move, and rename from search

    Action your search results with familiar tools like copy, move, and rename. No need to leave the page - perform the tasks you need from the search results screen. 

    App(s): Prepare, Diligence, Acquire

  • Track everything, everywhere
    • Track all deal setup tasks on mobile where you are
    • See read-only checklists for both buy-side and sell-side
    • Monitor all updates to your questions list

    App(s): Prepare, Diligence, Acquire

  • Chat in Acquire

    Connect with us faster with one click. Live chat is now available directly within your Acquire project. 

    App(s): Acquire

  • Smart Categories for Search Results

    Filter your search results by their associated smart categories and quickly zero in on the files you need. 

    App(s): Prepare, Diligence, Acquire

  • Creating your first Tracker

    If you haven't created a tracker yet, getting started is even easier than before. The updated interface displays the four ways to quickly build your interactive deal checklist. 

    App(s): Prepare, Diligence, Acquire

  • Flick-through Q&A on mobile

    Handling buyers' questions is smoother than ever. Simply swipe on your phone or tablet from one question to the next - and back again. With no need to return to your main question list, you can save precious moments and stay focused on providing each answer. 

    All that recovered time adds up, helping you speed to the end of the Q&A process - even when away from your desk.

    App(s): Diligence, Acquire

  • Redaction PII

    Eliminate redaction roadblocks with our latest Redaction AI innovation. 

    • Achieve around 80% time savings on the redaction process. Our powerful AI automatically detects personally-identifiable information.
    • Trust the best in the industry. Our tools were built with the feedback and experience of dealmakers. 
    • Customize for your process. Select redaction reasons so you can unredact in bulk when the time comes. Select which folders and filerooms to redact. 

    App(s): Diligence

  • Acquire Trackers for Mobile

    Acquire Trackers are now available via your mobile device. Download the Datasite app for iOS or Android, and take your to-do list anywhere. Just tap the app to access your read-only trackers in Acquire, and link to the documents you need to review.

    App(s): Acquire

  • Expand companies and contacts

    View all available information on a buyer or contact within the Companies and Contacts page of Outreach. Type in your company notes and description, and you're done. 

    App(s): Outreach

  • Enhanced, customizable dashboard

    View your deal’s progress in a dash with more robust information

    • No more static displays – enjoy flexibility to create multiple dashboards
    • 10+ widget options to add, delete, name, size, rearrange, and configure
    • Enhanced security to restrict individual dashboards by user or workstreams

    App(s): Acquire

  • Permissions editing history

    Quickly see who has last made changes to the Permissions settings on your Datasite project without navigating away from Permissions.

    App(s): Prepare, Diligence, Acquire

  • Export search results

    Search Datasite for keywords, then download the search results to Excel to keep as a working list.

    App(s): Prepare, Diligence, Acquire

  • Search interface update

    Our search interface has been updated for a more cohesive experience within our applications.

    App(s): Prepare, Diligence, Acquire

  • Custom alerts for Datasite Outreach

    Keep the deal moving forward by setting custom alerts for inactive buyers. Click to learn more.

    App(s): Outreach

  • Permissions refresh

    Same functionality you love, refreshed look. The new look makes it even easier to set permissions by role. Click to learn more.

    App(s): Prepare, Diligence, Acquire

  • Q&A refresh

    Our Q&A tab has a refreshed new look. Users will notice easier-to-use filtering and sorting options and a cleaner correspondence modal. Click to learn more.

    App(s): Diligence, Acquire

  • View as permissions

    Project Admins can now impersonate any role on their Datasite project. Select the role, then click "view as" for the ultimate assurance that your roles and content are permissioned and published to your liking.

    App(s): Prepare, Diligence, Acquire

  • Mobile publisher

    Publish or unpublish documents in moments from your mobile device - from individual files to bulk content.

    App(s): Diligence, Acquire

  • Login duration report

    Compare which roles stay logged in the longest with this new report.

    App(s): Diligence

  • Analytics method of access report
    • Report on how users are accessing files on your project.
    • Bulk Download, Download, Print, View, and Preview.

    App(s): Diligence

  • Custom emails

    Send customized emails to users on your project. Save your favorite emails as templates to reuse again if needed.

    App(s): Prepare, Diligence, Acquire

  • Analytics Update

    The look and feel of the Analytics tab has changed. You will notice a sleeker interface.

    App(s): Diligence, Acquire

  • Outreach Analytics

    Outreach project analytics gives you visibility on how your deal is going.

    • View the conversion funnel, declines by reason, and declines by stage
    • Track your projects directly in Outreach
    • If your Outreach project is linked to a Diligence project, you will see also data room engagement analytics

    Learn more

    App(s): Outreach

  • New login page

    Our global login page has a refreshed look.

    • Smoother login experience
    • More intuitive password reset process
    • Same best-in-class data room security

    More on Pipeline

    App(s): Prepare, Outreach, Diligence, Acquire

  • Custom color dropdowns for Trackers

    Trackers have become more sophisticated with the addition of color to help you quickly identify key data when reviewing. 

    • Status and priority columns include set colors with their values
    • Choose from 20 colors for your custom dropdown and multi-select columns
    • All dropdown and multi-select values display with a wrap text option

    App(s): Prepare, Diligence, Acquire

  • Trackers for data room setup

    Accelerate your data room setup and get to due diligence sooner. Trackers is your built-in interactive checklist. Analysts, deal teams and clients can collaborate seamlessly, working from one central request list that links straight to your index. No more emails or multiple versions. Save hours – just import your existing checklists from Excel, then set permissions for different users. Monitor progress in real time, and know when your deal is ready for lift-off. Available in Diligence, Prepare, and Acquire.

    App(s): Prepare, Diligence

  • Cross project copy

    Project Admins can re-use existing project assets like folders, trackers, and users. Copy from your other open projects and save hours of project setup time. Watch the video to learn more.

    App(s): Prepare, Diligence, Acquire

  • New look for Users Tab
    • Our Users Tabs got a new look
    • All invitations are now in one screen - expired, active, and more
    • Advanced filter options and bulk actions available from the top and right action bars

    App(s): Prepare, Diligence, Acquire

  • Document expiry for revoke access control
    • Decide how long reviewers keep access to content they download.
    • Set a date, or revoke access immediately. 
    • Contact [email protected] to enable IRM today.

    App(s): Diligence

  • Bid history reporting

    Collecting information and evaluating all the bids you received for your asset is an important part of finding the best buyer in a broad asset sale. Customize the Bids tab and align it to your marketing process. Capture the information unique to your deal, so you can better evaluate all the bids you received.

    App(s): Outreach

  • Share analytics dashboards for Datasite mobile

    You're running data rooms 24/7, and all of your stakeholders want to know how their deals are coming along. And you certainly don't have the time to fumble around on email trying to connect everyone with what they need, when they need it. Now, you can share your analytics dashboards with a tap of a finger. It's never been faster or easier to keep your team apprised of data room activity and progress. Download the app today!

    App(s): Prepare, Diligence

  • Outreach VDR analytics

    Access Analytics from your linked Datasite Diligence project right within Datasite Outreach. When your Outreach buyers make it to due diligence, you can quickly see which buyers are most engaged and which documents are being accessed most. 

    App(s): Outreach

  • Drag and drop for Datasite Outreach
    • Upload hundreds of companies and contacts to your Datasite Outreach project in minutes. 
    • It's easy and streamlined, so you can do it on your own. Save time, so you can get straight to finding buyers. 
    • Quickly update existing companies and contacts with copy and paste. A simple way to keep your contacts up to date.

    App(s): Outreach

  • Customized project invitations

    Customize the invitation emails users receive when they are added to a Datasite project. Tailor the invites to suit your project's needs by including links, contact information, and instructions - whatever details you need to get your deal off to the right start.

    App(s): Prepare, Diligence, Acquire

  • Deal history for Datasite Outreach

    Want to add buyers to a Datasite Outreach project from a past deal? No problem! No more hunting down old Excel trackers. The new Deal History field in Companies & Contacts lets you see all past deals any buyer was in. Just filter by Deal History and select the buyers to add. 

    App(s): Outreach

  • Q&A for Datasite Acquire

    The buyside leads Q&A thanks to a recent update to Q&A for Datasite Acquire. Buyers are admins and belong to question teams simultaneously. This allows buyside admins to run the transaction and ask the seller questions. 

    App(s): Outreach

  • Acquire tracker templates

    Got a tracker template that you use over and over again? Save valuable time. Datasite Acquire makes it easy to import a tracker from one of your open projects. Check out the video to learn more. 

    App(s): Acquire

  • Analytics for Datasite Mobile

    Do you know which buyers are most active in your data room? Thanks to Datasite Mobile, you can quickly access two dashboards to see who is logging in and accessing permissioned content. Watch the video for a quick overview.

    App(s): Diligence

Additional updates
  • November 2023: Change history for activities and tasks - Pipeline
  • November 2023: Incremental enhancements - Pipeline
  • November 2023: Trackers, single-click editing - Acquire, Prepare, Diligence, Pipeline
  • November 2023: Various enhancements - Cloud
  • November 2023: Open files while processing - Acquire, Diligence, Pipeline, Prepare
  • November 2023: Document preview in redaction tab – Diligence, Prepare
  • November 2023: Mobile upload enhancements – Acquire, Diligence, Prepare, Pipeline
  • October 2023: Left drawer navigation update (Prepare, Diligence, Acquire, Archive, Pipeline)
  • October 2023: Task modal redesign (Pipeline)
  • October 2023: Notifications update (all applications)
  • October 2023: Admin Console new tab for Account Info (Cloud)
  • September 2023: Deactivated users hidden by default (Prepare, Diligence, Acquire)
  • August 2023: Set preferred tracker views (Outreach)
  • August 2023: Updated contacts modal (Pipeline)
  • August 2023: Additional right click functionality (all applications)
  • July 2023: Document links analytics update (Outreach)
  • July 2023: Activity modal redesign (Pipeline)
  • July 2023: Filters, rows, and cells updates
  • July 2023: Comfort letter enhancements (Archive)
  • July 2023: Upload history enhancements (Diligence, Acquire, Prepare)
  • June 2023: Decline Metrics (Outreach)
  • May 2023: Trackers Column Configurations Persist (Acquire, Diligence, Prepare)
  • May 2023: Counterparty ID (Outreach)
  • May 2023: Export Internal & External Notes (Outreach)
  • May 2023:  Custom Logo for Export (Outreach)
  • May 2023: Permissions export enhancements (Acquire, Diligence, Prepare)
  • April 2023: Findings widget updates for dashboards (Acquire)
  • April 2023: Rename Archive projects (Archive)
  • April 2023: Search within a folder (Acquire, Diligence, Prepare)
  • April 2023: Left/right watermarks (Acquire, Diligence, Prepare) 
  • April 2023: Watermark shadow outline (Acquire, Diligence, Prepare)
  • March 2023: Preview files via search bar (Acquire, Diligence, Prepare)
  • March 2023: Enhanced permissions filters (Acquire, DIligence, Prepare)
  • March 2023: Exporting widgets to PowerPoint (Acquire)
  • March 2023: Search by Document ID (Diligence, Acquire, Prepare)
  • February 2023: Faceted filters for search (Diligence, Acquire, Prepare)
  • February 2023: Left and right watermarking (Outreach)
  • December 2022: Updated password reset experience (Diligence, Acquire, Prepare)
  • November 2022: Chat (Acquire)
  • November 2022: Single Sign On Log-out Page Refresh (Diligence, Prepare, Acquire)
  • November 2022: Mobile update for swiping within Q&A (Diligence, Acquire)
  • January 2022: Link documents within Mobile (Diligence, Prepare)
  • February 2022: Analytics for Mobile (Diligence)
  • March 2022: Mobile Video Viewer (Diligence, Prepare)
  • July 2022: Dutch Language support (Diligence, Prepare, Acquire)
  • August 2022: Search Enhancements (Diligence, Prepare, Acquire)

Additional resources

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