New Features

Learn about the latest Datasite innovations and enhancements

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Top features

Additional new features

Release month

App

Capability

  • New feature webpage image for the mobile app v4.2 release
    Datasite mobile app v4.2 enhancements

    Update your mobile app to access these improvements and more:

    • Create a Prepare project
    • Upgrade to a Diligence project
    • Improved bulk action options
    • Recently viewed documents appear at the top
    • Translate as many documents as needed

    App(s): Diligence, Prepare, Acquire

  • Secure document translation, made simple

    Securely translate foreign‑language deal documents into your working language in seconds using the new Translate app. A fast, lightweight way to assess multilingual content early, with a clear path to scale when needed.

    App(s): Translate

  • Track your deal's progress at every stage

    The Dashboard tab now gives you a dynamic, real-time view of your deal, from pre-launch readiness to live buyer engagement. A customizable layout lets you reorder and toggle widgets to match how your team works.

    App(s): Diligence, Prepare, Project Dashboard

  • New Features page image for Mobile App 4.1 release
    Datasite mobile app v4.1 enhancements

    Update your Datasite mobile app to access these improvements and more:

    • Updated Project Overview: Now with a customizable high-level project view
    • Data room categories: Get a fast snapshot of your data room with an organized category breakdown
    • Q&A: Move between Q&A threads with a simple swipe and improved visibility to similar questions
    • Copy documents: Easily duplicate documents to ensure all relevant content appears anywhere it is needed

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

  • Insights, instantly

    Get real-time, high-level insights into your data room, without sorting through files one at a time, with Datasite Insights. Featuring files sorted by category, status, upload date, and more.

    App(s): Diligence, Prepare, Acquire

  • New features page post for mobile 4.0 release
    Datasite mobile app v4.0 enhancements

    Enjoy a refreshed look and feel in the Datasite mobile app, along with:

    • Full-document translation into 17+ languages
    • M&A Insights on the homepage to stay current on trends
    • Custom messages when inviting users

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

  • Enhancements in My Archives

    Stay organized, compliant, and ready for your next move with these enhancements in My Archives:

    • Search across the My Archives space to quickly find what you need without opening multiple records
    • Customize each archive with notes and purchase price, then download or share your deal record with one click
    • Use the reopen button when you’re ready to launch a new project from inactive content

    App(s): Archive

  • Find similar companies, fast

    Find your next target with Grata's AI - just set your filters and zoom in on the companies that matter.

    • Streamline your workflows by adding identified targets to Datasite Pipeline with a click
    • Get precise results with purpose-built filters and AI search
    • Unlock public and private market data fast and get a feel for Grata premium

    App(s): Pipeline, Similar Companies, a Grata Preview

  • Deepen your research with Blueflame Research

    Generate deep research reports on sectors, companies, and market themes with natural language prompts.

    • Save hours of manual work
    • Research across public data sources and uphold insights with citations
    • Get reports straight to your inbox
    • Stay on one platform

    Secure your deal research with the highest global standards. Blueflame AI as part of Datasite has SOC 2 Type II attestation. Your deal information is not used to train external AI models, and your data remains private and secure within our platform.

    App(s): Blueflame Research

  • New features image for the mobile app v3.13 release
    Similar questions, viewable Grata data, and more

    Our recent mobile app update includes:

    • Q&A's similar questions feature helps the Answer Team quickly identify like questions and copy previous responses
    • Upload documents directly within Q&A to quickly share relevant deal materials from anywhere.
    • Invite users in bulk and include custom messages to streamline project onboarding and communication.
    • View Grata data in Pipeline trackers to keep key deal and opportunity insights accessible anytime and anywhere.

    Update your Datasite mobile app to access these improvements and more.

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

  • Project Dashboard image for New Features
    Project Dashboard: New widgets

    Project Admins can monitor even more project activity in one actionable view with these additional widgets:

    • Documents by Language Understand language distribution to support advisor allocation and translation needs
    • Documents Redacted See what portion of documents has been redacted vs. what still requires attention to help prioritize remaining work
    • Users Online Monitor users currently online, whether they are active or idle

    App(s): Diligence, Project Dashboard

  • New Features post for Explain This and Pipeline features on the mobile app
    Explain This and Pipeline tasks now on mobile
    • Quickly get AI-powered explanations of technical terms or sections of deal documents right within the Datasite mobile app - no need to leave the data room.
    • View, create, edit, and complete Pipeline tasks on any opportunity while on the go. Assign tasks, set due dates and statuses, add notes, and stay synced in real time with Pipeline on the web.

    Update your app to access these features and more.

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

  • New Features image of our platforms dark mode
    Dark mode

    Choose the view that works best for you. Switch between light and dark views for a more comfortable, focused experience that fits your environment.

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

  • Integrated document viewer

    This inline, contextual reading panel makes document review a breeze. Glance through files and generate translations within the redesigned document preview.

    App(s): Diligence, Prepare, Acquire

  • Semantic search

    An improved search experience is here. Go beyond finding what matches; find what matters.

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

  • New Features image for mobile app update
    AI summaries and Pipeline activities now on mobile
    • Generate summaries of PDFs, Word docs, and rich text in the Datasite app - quickly extract key insights anytime, anywhere
    • Pipeline users can add activities on the go to keep projects moving
    • Manage biometric login preferences in Settings for added flexibility and security

    Update your app to access these features and more

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

  • Search updates

    Search has a new look! There’s now a dedicated search button and search landing page, where you can access your recent and saved searches.

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

  • Built-in data enrichment, powered by Grata

    Surface opportunities and make smarter decisions, faster. Access trusted, real-time data directly in Pipeline - no APIs needed. Tap into private market intelligence on 19m+ companies, with deep coverage of middle-market and small businesses.

    App(s): Pipeline

  • Analytics refreshed

    All the data you rely on is still here - now with an improved layout for clearer organization.

    App(s): Diligence, Acquire

  • Documents tab updates

    Recent improvements include:

    • The right-hand details and actions panel has been removed, giving you more room to navigate
    • Column settings and filters are simplified and easier to find
    • Action buttons are now more responsive and appear when they’re most likely to be used

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

  • Preserve your project data without limits

    Keep every deal record on your terms. Depend on the only secure data storage you’ll ever need, complimentary with every Diligence and Acquire project. Maintain searchable, legally defensible archives. Gain insights for future work – and lasting control.

    • Archive your deal at any point, at no additional cost
    • Enjoy an automatic record of your deal at project close
    • Keep records indefinitely, set an expiration date, or end hosting anytime

    App(s): Diligence, Acquire, Archive

  • Summarize and Explain This

    With these two new features, understanding lengthy or complex documents becomes much faster and easier.

    • Quickly review large volumes of documents and creating key insights
    • Get clear, simplified explanations of complex content
    • Improve decision-making with AI-driven clarity through summaries and explanations that help users focus on what matters most in a deal

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

  • Project Dashboard image for New Features
    Project Dashboard in Diligence

    See your project’s progress in a single view with Project Dashboard, so you stay ahead at every step. Use Project Dashboard as a launchpad into your Diligence projects by clicking on any data point. See the gaps and know where you need to take actions.

    App(s): Diligence, Project Dashboard

  • Full document translation updates

    Dealmaking is an increasingly global effort. With Datasite’s latest updates to full document translation, all parties can now seamlessly translate entire documents across 17 languages, directly within the secure data room. 

    • Keep the translation process fast, efficient, and accurate
    • Translated files are conveniently displayed in the Translations column
    • Review and manage content effortlessly

    Contact us to learn more about multi-language deal support. 

    App(s): Diligence, Acquire

  • Create and save teams to Templates

    Project setup just got even easier. Admins can now save teams — including usernames and emails — directly into Templates, making it simple to carry the right people forward from project to project. Easily manage multiple workstreams, reduce setup time, and streamline collaboration across every deal.

    App(s): Diligence, Prepare, Acquire

  • Electronic Signature

    Digitally sign contracts, NDAs, and other documents in the security of Datasite. Add electronic signatures to PDFs without the risk and inconvenience of using third-party apps. You can also annotate documents with your name, company name, the date, and a checkbox.

    App(s): Electronic Signature

  • Merged Convert to Excel app image for New Features webpage
    Convert to Excel

    With the new Convert to Excel app, you can upload PDFs or image files and convert them into spreadsheets. Avoid mistakes from manual data entry and save time.

    App(s): Convert to Excel

  • My Archives page showing the Datasite Archives tab
    Smarter access to your archives

    Locating past deals is now easier than ever with My Archives – a dedicated space to view Datasite Archives, all in one organized location.

    • Access and manage your deal records from one secure hub
    • Keep the Projects page focused on current deals
    • Find everything fast – without anyone’s help

    App(s): Diligence, Acquire, Archive

  • Customize watermarks for a single file

    Our powerful project-level watermarks are now available to apply to select documents. Admins can include custom text, such as "For Legal Review Only" for extra peace of mind.

    App(s): Diligence, Prepare

  • Typeahead search - March 2025 update
    More options from search

    With this update to search, users can access quick actions for documents in the search results dropdown, including the ability to show the parent folder, rename, copy, move, and download the file.

    App(s): Diligence

  • New Features image for tracker comments dashboard widget
    Keep track of tracker comments - at a glance

    A new dashboard widget centralizes your tracker comments, so you never miss an important mention. Easily see where your attention is needed without searching through multiple trackers.

    • View all tracker comments in one place
    • Filter and sort to find what matters
    • See a summary of new, unresolved, and resolved comments

    App(s): Acquire

  • Save users in Templates

    Templates are the best way to reduce project setup time. Joining folder structures and trackers, we now support saving user information! Perfect for the people you often invite to your deals, you can now save users from existing projects and add them to new ones. Try it today!

    App(s): Diligence, Prepare, Acquire

  • Image for new features
    Curate your news and recommended apps

    Is your Datasite profile up to date? Confirm or update your details for a more personalized dealmaking experience. See content based on your profile and activity.

    • Confirm your details by clicking My Profile under your name.
    • See M&A daily news tailored to your location.
    • The more you explore, the more you’ll see. Engage with app recommendations—like the Datasite mobile app—to refine your home page experience.

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

  • Typeahead search release for Jan 2025
    Recent items in search

    This improvement, which appears as users access the search bar, shows the five most recently accessed files, folders, and the five most recently searched terms.

    App(s): Diligence

  • graphical user interface, application
    Custom document tagging

    Admins can now add, edit, and delete their own custom tags for the Documents tab.

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

  • Image for new features
    The next evolution of trackers

    We've refreshed trackers with a cleaner, smarter layout to help you tackle your daily tasks and manage your pipeline opportunities with ease. 

    • See more rows with expanded grid space
    • Navigate faster with improved filter, sort, and group tools
    • Create and edit 'saved views' effortlessly
    • Edit single- and multi-select dropdown options directly

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

  • Custom colors to reflect your brand

    Admins can now create color palettes to customize dashboards and trackers. Personalize your projects for a cohesive look, whether you're sharing your screen or exporting for a presentation.

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

  • New Features image for Q&A's similar questions
    Find similar and duplicate questions easily

    Stop worrying about inconsistent responses and manually looking for duplicate questions. Q&A's similar questions feature helps the Answer Team quickly identify like questions and copy previous responses, saving time and ensuring uniform answers.

     

    App(s): Diligence

  • Copy links to filerooms and folders

    In additional to sharing links to individual files, Datasite users can now right-click and get shareable links to folders and filerooms. Paste the link into an email or message, and alert your team to areas of the data room that require attention or review.

    App(s): Diligence, Prepare, Acquire

  • Prominent search bar

    We've relocated our search bar so it's easier for you to find and use. Same great and powerful search, just more easily accessible.

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

  • New Features image for creating a role while sending an invitation
    Create a role while sending an invitation

    Ever started drafting an invitation, and then realized you will need a new role? Now you can create a role directly from the invitations flow, without losing your work and navigating away to the Permissions tab. Check out the GIF to see how it works.

    App(s): Diligence, Prepare, Acquire

  • Rename files in-line with AI

    Renaming files has never been simpler or smoother. Use the 'edit' icon to access AI-powered document name suggestions, choose the one that suits, and save the new file name. Try it today!

    App(s): Diligence, Prepare, Acquire

  • Improved 'new files' shortcut

    By popular demand, we have added an index list filter for the 'new' shortcut in the Documents page. Filter and sort by date added and more. See it happen in the GIF.

    App(s): Diligence, Prepare, Acquire

  • New Features image for sending invitations from Permissions tab
    Send invitations from Permissions

    Do more without tab-switching. Project Admins can now send invitations to Reviewers with manage rights directly from the Permissions page. No more clicking back-and-forth from Permissions to Users! Watch the GIF to see how.

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

  • Trackers smart importer updates

    Import your Excel into trackers - now easier than ever! Transforming Excel files into dynamic, integrated due diligence lists is a snap with the recent updates to our trackers smart importer, making it faster than before:

    • Manual customization for seamless data alignment
    • Clear, guided workflow designed to reduce setup time
    • Expanded compatibility, now supporting Pipeline with smart import capabilities

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

  • Set your data room up the right way

    Guided setup is here! Follow our easy steps to load your tracker and fileroom. Choose from over a dozen tracker templates, sorted by industry.

    App(s): Diligence, Prepare, Acquire

  • Navigate your fileroom with Project Visualizer

    Explore the complete structure and contents of your filerooms at a glance with the Project Visualizer. Identify content types by color-coding and efficiently drill down through folders to find what you need with only a few clicks. Gain a new perspective on your project. Try it out today!

    App(s): Diligence, Prepare, Acquire

  • Spot the difference instantly

    The Document Comparison app lets you compare any two files side-by-side - such as alternate versions of the same document. Highlight differences instantly, keep track of changes, and search a list of all changes to find the ones you need. Achieve faster reviewing and reliable version control. Find Document Comparison and other great features on the Apps page. 

    Try it now

  • Full document translation

    Cross-border deal? Reviewers based overseas? Now available in Datasite Acquire and Diligence, Project Admins can translate files to and from a dozen languages. Translated files appear at the bottom of the folder and can be made available to Reviewers via the Permissions page. 

     

    App(s): Diligence, Acquire

  • Tracker comments

    Forget digging through emails and DMs to find that one conversation. Tracker's new dedicated comments column eliminates the need for offline discussions or scattered communications.

    • @ mentions for instant collaboration
    • Multi-thread functionality for keeping topics organized
    • 'Resolved' status to clear out past to-dos
    • Permission access to control what is public vs private

    Your team can seamlessly manage conversations and keep everyone aligned without leaving the project.

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

  • Redaction AI key term update

    We have increased the limit in key terms Admins can auto-redact from twenty per fileroom to fifty. Enter the terms, and Redaction AI will automatically find and mark those words or phrases for redaction.

    App(s): Diligence

  • Home page personalization

    Enjoy personalized Datasite content on the home page. If you are a legal or financial advisor, your home page default view will now display recommended apps, league tables, and new features relevant to you! Keep your user profile information up to date for a personalized experience.

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

  • Optimize your workflow in one centralized view

    Welcome to your new Datasite home! Unlock a new level of efficiency from your dynamic home page. Enjoy one-click access to recent projects, recommended apps, and new features. Follow fellow dealmakers, explore league tables, and track the market with top M&A news.

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

  • Download files from index list

    Admins and reviewers alike can now filter the index list and download files from it their selection. Filter by file type, date added, and much more to download what you need, when you need it.

     

    App(s): Diligence, Prepare, Acquire

  • Multi-factor authentication option updates
    Multi-factor authentication option updates

    Two new verification options are now available for multi-factor authentication (MFA), in addition to email. 

    • Text (SMS)
    • Authenticator app (e.g., Microsoft Authenticator)

    Enable the new options and manage your personal MFA settings within 'My Profile.'

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

  • Publish from Permissions

    Never forget to publish files again! The Permissions page has new options to publish and unpublish content without going back to the Documents page. Watch the video to learn more.

    App(s): Diligence, Acquire

  • Turn PDF tables into usable spreadsheets

    Effortlessly convert PDF files into Excel spreadsheets with a simple drag-and-drop, eliminating errors and boosting productivity. Save hours and enhance accuracy with this seamless conversion solution. Check out our apps offerings now on Datasite Apps!

    App(s): Convert to Excel

  • Convert table images to Excel instantly

    Instantly convert image files into Excel spreadsheets with a simple drag-and-drop, saving you time and eliminating errors. Focus on refining formulas and building models instead of manual data entry. Check out our new apps offerings now on Datasite Apps!

    App(s): Convert to Excel

  • Renaming your project

    Project Admins can now rename projects without the Datasite Assist team.

    • Go to the Settings page
    • Go to Project Status
    • Enter the new name
    • Select whether to notify users

    App(s): Diligence, Prepare, Acquire

  • Summarize opportunities on a single page

    Save time editing tear sheets in PowerPoint. Use new design options to create a template, and export read-to-present slides.

    App(s): Pipeline

  • Mobile document scanner, personal documents, and more

    Quickly and efficiently scan documents on the go with the new document scanner on the Datasite mobile app. Easily access and manage your files in Personal Documents, a safe and secure repository for all uploads. Along with the addition of Document Scanner and Personal Documents, we have implemented several client-requested features to help your deal progress while on the move, including

    • Access to your Datasite Inbox
    • Rename documents and folders
    • Set folder and file-level permissions
    • Updates to filtering and sorting
    • Add a folder
    • Add a tracker row

    App(s): Diligence, Acquire

  • Replace and rename in one step

    It's now faster and simpler than ever to replace a document and update its name, all in one step. As the replacement file uploads, choose a new file name if you wish. More details in the video!

    App(s): Diligence, Prepare, Acquire

  • Workstreams are now teams

    To improve your experience, we now have one consistent name for workstreams and analytics teams: Teams! Teams are a way to group users or permission trackers. Updates will appear in Trackers, Users, and Analytics pages.

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

  • Discover MergerLinks in Prepare

    Expand your network, boost your profile, grow your career within the largest community of verified M&A professionals. Now available directly within Datasite Prepare, click 'discover' to explore the deal news and discover expert dealmakers. 

    App(s): Prepare, MergerLinks

  • Securely redact in seconds

    Redact sensitive content in a document swiftly and securely, with this standalone tool to use anytime. Target specific words, phrases, images, and data types, and review all suggested redactions before confirming. Reduce risk and save hours - find it on the Apps page.

    App(s): Rapid Redact

  • Improved redaction tools

    These updates make performing redactions even simpler.

    • Redaction category colors correspond to redaction marks
    • Even more right-click actions
    • Cursor icon updates to make it more clear the types of redacting performed
    • New shimmer effect as more items to redact are identified
    • New column to indicate the types of redacting performed (AI, manual)

    App(s): Diligence

  • Calculate key metrics with formula columns

    Conduct financial analysis right in Pipeline with formula columns. Easily calculate EBITDA margin, EV, gross profit, and more. 

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

  • Navigate files with Project Visualizer

    Click through folders and subfolders in a new and immersive way with the Project Visualizer app. Layers of folders emerge as you drill in to each fileroom. Try it out today!

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

  • Q&A correspondence view updates

    The threaded view has been tidied up, with better clarity and ease of use. All actions are now grouped together in a collapsible right-hand pane. Improved layout for summaries, details, and actions, allowing more space to view and draft correspondences.

    App(s): Diligence, Acquire

  • Track M&A news and league tables on mobile

    Now, within the Datasite Mobile app, you can get the deal news that matters to you, and monitor the key players in those deals. While expanding your network, raising your profile, and developing your dealmaking career inside the largest community of verified M&A professionals - all brought to you by MergerLinks. 

    App(s): Diligence, Acquire, MergerLinks

  • Streamlined archival creation and Datasite Archive

    Project Admins have a new 'Archives' tab in Diligence and Acquire projects, dedicated for requesting and reviewing all archives. 

    • Easily compare your choices for archiving your project
    • Intuitive archival and closure flow

    Simplified and updated Datasite Archive makes it easier than ever to preserve and protect your project data.

    • Create a Datasite Archive in three quick steps
    • Clear content summary to review before finalizing
    • Improved Q&A audit display

    Learn more about Archive

    App(s): Diligence, Acquire, Archive

  • Follow specific Q&A threads

    Monitor specific Q&A items for future reference with ease. Add and manage one at a time, or in bulk. 

    • New watched items column with bookmark icon
    • New shortcuts menu with dedicated watched items section and other actions

    App(s): Diligence, Acquire

  • View pipeline progress and trends over time

    Evaluate pipeline performance and efficiencies, and detect gaps using the History Bar Chart, available in your Dashboard. Visualize progress over time, such as how long it takes to move an opportunity through each stage and quality of deal leads.

    App(s): Pipeline

  • Multi-factor authentication updates

     We’ve made a few enhancements to multi-factor authentication (MFA), improving the ease of use.

    • Uniform, streamlined login and verification experience, even when you’re on the go with the Datasite mobile app
    • Easy for admins to self-manage with MFA configurations now within the project and account subscription settings

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

  • Edit drafted invitations

    Admins can now edit and update their saved, drafted user invitations. Within the Users tab, filter for "draft" status, then modify the pending invitations before sending. 

    App(s): Diligence

  • Front of the Line: Smart Moves

    Explore our Front of the Line technology showcases, available on demand. The latest installment, Smart Moves, demonstrates new tools and app enhancements to streamline processes and boost productivity. Watch demos of our latest innovations:

    • Powerful standalone tools you can use anytime, even between projects
    • Templates – kick-start your setup with best-practice and custom project templates
    • Datasite Archive – the best way to preserve a legally defensible record of your deal.
    • Efficient new features on the Datasite mobile app
    • More power in Datasite Pipeline

    App(s): Pipeline, Archive

  • Follow M&A leaders on the MergerLinks app

    Access a searchable global database of more than 250,000 verified dealmakers. Use MergerLinks to expand your network, originate new business, and develop your dealmaking career.

    App(s): MergerLinks

  • Publish Files from Permissions tab

    Create roles, set permissions, launch your project, and invite users. There's a step missing that our Admins often forget: publishing the files! With this enhancement, Project Admins can now publish files from within the Permissions tab. No more need to navigate back to the Documents tab; simply select the files, filter by Publish status, and publish your unpublished files in one click. 

    App(s): Diligence, Prepare, Acquire

  • Redaction Updates

    We've made a few updates to Redaction to improve ease of use. 

    1. Navigation is now condensed to the left side of the page.
    2. Redaction AI "reasons" have been renamed to "categories."
    3. Admins can now add notes to each Redaction category (Redaction AI only).
    4. "Redact with information types" has been renamed to "bulk mark with AI."

    App(s): Diligence

  • Set up deals faster with templates

    Minimize how much you need to build from scratch, and streamline your due diligence process.

    • Save and reuse trackers and folder structures
    • Jumpstart projects with Datasite best-practice templates
    • Share templates with other users on your deal team

    App(s): Diligence, Prepare, Acquire

  • Multi-select files in Permissions

    Permission more precisely with the new ability to multi-select files within the Permissions tab. Filter folders and files by file type, document disclaimer status, and more, then edit the permissions by role accordingly. 

    App(s): Diligence, Acquire

  • 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): Diligence, Prepare, 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

  • Virtual data rooms for M&A Datasite global 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): Diligence, Prepare, Acquire, Pipeline

  • 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): Diligence, Prepare, Acquire, Pipeline, Archive

  • New Pipeline dashboard templates

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

    App(s): Pipeline

  • Secure data room provider Datasite Diligence™ download tab
    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): Diligence, Prepare

  • 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): Diligence, Prepare, 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): Diligence, Prepare, Acquire

  • Secure data room provider Datasite delete role in roles management
    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): Diligence, Prepare, Acquire, Pipeline

  • Secure data room provider Datasite Diligence™ file upload
    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): Diligence, Prepare, Acquire

  • Secure data room provider Datasite Acquire™ deal timeline
    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): Diligence, Prepare, Outreach, Acquire, Pipeline, Archive

  • 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): Diligence, Archive

  • 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): Diligence, Prepare, Acquire

  • VDR provider Datasite Diligence™ default permissions settings
    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): Diligence, Prepare, Acquire

  • Secure data room provider Datasite's mobile app Baxter asset sale
    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): Diligence, Prepare, Acquire, Pipeline

  • Expanded right-click options

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

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

  • 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): Diligence, Prepare, Acquire, Pipeline

  • 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

  • VDR provider Datasite August Greek newsletter
    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

  • VDR provider Datasite targets by status
    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

  • Secure data room provider Datasite's mobile app projects tab
    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

  • VDR provider Datasite Acquire™ Asset Sales Tracker 2
    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): Diligence, Prepare, Acquire, Pipeline

  • 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

  • VDR provider Datasite Outreach™ status and no-go analysis
    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): Diligence, Prepare, Acquire, Pipeline

  • 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): Diligence, Prepare, 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): Diligence, Prepare, 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
  • Secure data room provider Datasite Prepare™ shortcuts
    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): Diligence, Prepare, Acquire

  • Secure data room provider Datasite Acquire™ main checklist
    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): Diligence, Prepare, Acquire, Pipeline

  • 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): Diligence, Prepare, 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): Diligence, Prepare, Acquire, Pipeline

  • 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

  • Secure data room provider Datasite Acquire™ main checklist finance
    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): Diligence, Prepare, Acquire, Pipeline

  • Virtual data rooms for M&A Datasite Diamond
    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): Diligence, Prepare, Outreach, Acquire

  • Secure data room provider Datasite Pipeline™ weekly team meeting dashboard
    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

  • VDR provider Datasite Archive™ asset sale
    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

  • Secure and efficient document dispatch with watermarking tool

    Boost document security and dispatch speed with our Watermarking tool. Generate unique, custom watermarks for each recipient, ensuring traceability and efficiency. Quickly add the correct watermark to each document with just a few clicks, saving you time and minimizing the risk of errors. Check out our new apps offerings now, on Datasite Apps!

    App(s): Watermarking

  • 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. 

  • Secure data room provider Datasite Outreach™ add deal docs
    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

  • Secure data room provider Datasite Acquire™ folder structure settings
    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

  • Virtual data rooms for M&A Datasite Diligence™ search results
    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): Diligence, Prepare, Acquire

  • VDR provider Datasite Outreach™ watermarking PDF settings
    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

  • Virtual data rooms for M&A Datasite mobile app project strategy
    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): Diligence, Prepare, Acquire

  • VDR provider Datasite activity overview
    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

  • Secure data room provider Datasite main checklist
    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

  • VDR provider Datasite Q&A teams
    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

  • Virtual data rooms for M&A Datasite Acquire™ findings
    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): Diligence, Prepare, 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

  • Virtual data rooms for M&A Datasite Acquire™ question & answers
    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

  • Virtual data rooms for M&A Datasite Diligence™ permissions index, content access
    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): Diligence, Prepare, Acquire

  • Virtual data rooms for M&A Datasite Diligence™ search results move
    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): Diligence, Prepare, Acquire

  • Virtual data rooms for M&A Datasite mobile app request list
    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): Diligence, Prepare, Acquire

  • Virtual data rooms for M&A Datasite get started message
    Chat in Acquire

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

    App(s): Acquire

  • Virtual data rooms for M&A Datasite Diligence™ search results, finance insurance
    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): Diligence, Prepare, 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): Diligence, Prepare, 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

  • Virtual data rooms for M&A Datasite Outreach™ companies and contacts
    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

  • Virtual data rooms for M&A Datasite Diligence™ permissions index
    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): Diligence, Prepare, Acquire

  • Export search results

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

    App(s): Diligence, Prepare, Acquire

  • Virtual data rooms for M&A Datasite Diligence™ search results
    Search interface update

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

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

  • Analytics Update

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

    App(s): Diligence, Acquire

  • Virtual data rooms for M&A Datasite Outreach™ marketing analytics
    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): Diligence, Prepare, Outreach, Acquire

  • Virtual data rooms for M&A Datasite Diligence™ project Saturn checklist
    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): Diligence, Prepare, 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): Diligence, Prepare

  • 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): Diligence, Prepare, 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): Diligence, Prepare, Acquire

  • VDR provider Datasite Diligence™ live permissions download options
    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

  • Secure data room provider Datasite Outreach™ edit bid form
    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

  • VDR provider Datasite's mobile share analytics app
    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): Diligence, Prepare

  • VDR provider Datasite Outreach™ VDR engagement analytics
    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

  • Secure data room provider Datasite Diligence™ invite users
    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): Diligence, Prepare, Acquire

  • VDR provider Datasite Outreach™ add buyers to DSO Coyne
    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

  • VDR provider Datasite Acquire™ FAQ page
    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

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Additional new features
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2022

April:

  • Analytics refresh - Outreach
  • Hover preview for Project Admins - Acquire, Diligence, Prepare
  • Convert to Excel app redesign - Marketplace
  • Full document translation enhancements - Acquire, Diligence
  • Watermark app redesign - Marketplace

February:

  • Bulk upload improvements - Acquire, Diligence, Prepare

January:

  • Improved empty folder layout - Acquire, Diligence, Pipeline, Prepare

December:

  • Additional file types supported for full document translation - Acquire, Diligence, Pipeline
  • Tracker importer improvements - Acquire, Diligence, Pipeline, Prepare

November:

  • Improvements to document categorization for better accuracy- Acquire, Diligence, Prepare
  • Updated layout for My Archives page - Archive
  • Updated layout to the Documents tab for improved ease of use - Acquire, Diligence
  • Improved Datasite navigation with updated Marketplace page - Platform

October:

  • Project Dashboard - four new widgets: Apps, Diligence

September:

  • Convert to Excel now supports Word and PowerPoint files - Apps
  • Bulk actions available - My Documents app page
  • Resume interrupted or paused uploaded files - Acquire, Diligence, Pipeline, Prepare

August:

  • Streamline ‘Action Required’ files – Acquire, Diligence, Pipeline, Prepare
  • Explore Datasite App Marketplace without an account – Apps
  • Improved visibility for inactive Q&A users – Acquire, Diligence
  • Set specific multi-factor authentication (MFA) method by project – Acquire, Diligence, Outreach, Pipeline, Prepare
  • Edit tracker Templates – Templates page

July:

  • Settings page redesign - Acquire, Diligence, Pipeline, Prepare
  • Improved visibility of invited projects – Home and Projects pages
  • Improved breadcrumbs within the project - Acquire, Archive, Diligence, Pipeline, Prepare

June:

  • Microsoft Intune version of the Datasite mobile app – Mobile
  • Search improvements with recommended query suggestions - Acquire, Archive, Diligence, Pipeline, Prepare
  • Profile template to claim deals - MergerLinks 
  • Right click to cascade read/unread by folder or fileroom - Acquire, Diligence, Prepare
  • Improved personal recommendations – Home page

May:

  • Profile review & confirmation - Home page

April:

  • Claim your completed deal on MergerLinks – Archive 
  • Clickable breadcrumbs in the document viewer – Acquire, Archive, Diligence, Pipeline, Prepare

March:

  • Toggle to turn off document preview – Acquire, Diligence, Prepare 
  • Upload enhancements for action required files – Acquire, Diligence, Pipeline, Prepare

February:

  • New URL column type – Acquire, Archive, Diligence, Pipeline, Prepare
  • Draft Permissions in Sandbox – Acquire, Diligence, Prepare
  • Mobile version 3.5.0 & 3.5.1
  • Create fileroom from a tracker in Guided Setup – Acquire, Diligence, Prepare
  • Publish/Unpublish awareness - Diligence
  • Public app ratings - Apps

January:

  • Home page updates
  • Filtering improvements – Apps
  • Version 3.4.0 – Mobile
  • Search updates – Diligence
  • Upload button on tool bar – Acquire, Diligence, Pipeline, Prepare

December:

  • Archive updates – Acquire, Diligence
  • Tracker commenting update to read/unread – Acquire, Diligence, Mobile, Outreach, Pipeline, Prepare
  • Document categories updates – Diligence
  • Link to folder from new or favorites – Acquire, Diligence, Prepare, Pipeline
  • Import folders to index – Acquire, Diligence, Pipeline
  • Add processing statuses to index list – Acquire, Diligence, Prepare
  • Show recent documents and folders in search – Acquire, Diligence, Prepare, Pipeline
  • Increase to key term redaction – Diligence
  • Auto-publish behavior updates for manage reviewers – Acquire, Pipeline
  • Outreach with link to Datasite Intelligence – Outreach
  • Version 3.3.0 - Mobile

November:

  • Additional full document translation languages – Diligence
  • Upload improvements – Acquire, Diligence, Pipeline, Prepare
  • Copy links to filerooms and folders – Acquire, Diligence, Prepare
  • Search panel redesign – Intelligence
  • Show invitation sender – Acquire, Diligence, Prepare

October:

  • Custom logos – Outreach
  • Multiple assignees in Q&A workflow groups – Acquire, Diligence
  • Personalized recommendations – Apps
  • Document comparison – Apps
  • Create a new team during invitation – Acquire, Diligence, Prepare

September:

  • Streamlined access to new Archives
  • Welcome messaging – Archive
  • Watermarking app improvements – Apps
  • Public roadmap – Apps
  • Various updates - MergerLinks
  • Creation updates – Archive
  • Navigation updates – Home page
  • MergerLinks updates for Mobile
  • Sandbox permissions updates – Acquire, Diligence, Prepare

August:

  • Tear Sheet 2.0 – Pipeline
  • Deal submission update – MergerLinks
  • Pitchbook update - Intelligence

July:

  • Page layout updates – Apps
  • Create projects from subscriptions – Apps
  • Q&A answer column update – Acquire, Diligence
  • Excel viewer update – Acquire, Archive, Diligence, Pipeline, Prepare
  • Replacing and renaming files update – Acquire, Diligence, Pipeline, Prepare
  • Inbox updates – Acquire, Diligence, Prepare
  • Permissions page getting started video – Acquire, Diligence, Prepare
  • Documents page shortcut titles and descriptions – Acquire, Diligence, Pipeline, Prepare

June:

  • Breadcrumbs in document viewer – Acquire, Diligence, Prepare
  • Live edit permissions button update – Acquire, Diligence, Prepare
  • Export harmonization – Pipeline
  • Mobile user search update – Acquire, Diligence, Pipeline, Prepare
  • Next and previous document button - Acquire, Diligence, Prepare

May:

  • Next and previous button for document viewer – Acquire, Diligence, Prepare
  • MergerLinks transaction page update – Apps
  • Redaction highlight update – Diligence
  • Granular documents notifications – Acquire, Diligence, Prepare
  • Redaction language change from ‘confirmed’ to ‘redacted’ – Diligence
  • Waterfall chart – Pipeline
  • Task widget by tracker - Pipeline

April:

  • New Redaction Icons – Diligence
  • Right-click Trackers enhancements – Acquire, Diligence, Pipeline, Prepare
  • Feedback option from Help menu - All
  • Trackers recycle bin improvements – Acquire, Diligence, Pipeline, Prepare
  • Open files from permissions tab – Acquire, Diligence, Pipeline, Prepare

March:

  • Additional Currencies for Trackers – Acquire, Diligence, Pipeline, Prepare, Archive, Mobile
  • Uploader Improvements – Diligence, Acquire, Pipeline, Prepare

February:

  • Row details dialog and filter/sort timeline widget for trackers – Acquire
  • Excel watermark enhancements – Diligence, Prepare, Acquire
  • Expanded number of numeric columns, trackers – Acquire, Diligence, Prepare, Pipeline
  • Q&A push notifications update – Q&A, mobile
  • In-app feedback via help menu - All

January:

  • Outage Notifications Update – All Apps
  • Mobile Upgrade Update – Mobile
  • Page layout updates – All
  • Scroll bars for timeline widget - Acquire
  • Single click to edit - Acquire
  • New documents section update
  • In-app help update - All

December:

  • Auto-publish uploads - Acquire

November:

  • Change history for activities and tasks - Pipeline
  • Incremental enhancements - Pipeline
  • Trackers, single-click editing - Acquire, Prepare, Diligence, Pipeline
  • Various enhancements - Cloud
  • Open files while processing - Acquire, Diligence, Pipeline, Prepare
  • Document preview in redaction tab – Diligence, Prepare
  • Mobile upload enhancements – Acquire, Diligence, Prepare, Pipeline

October:

  • Left drawer navigation update (Prepare, Diligence, Acquire, Archive, Pipeline)
  • Task modal redesign (Pipeline)
  • Notifications update (all applications)
  • Admin Console new tab for Account Info (Cloud)

September:

  • Deactivated users hidden by default (Prepare, Diligence, Acquire)

August:

  • Set preferred tracker views (Outreach)
  • Updated contacts modal (Pipeline)
  • Additional right click functionality (all applications)

July:

  • Document links analytics update (Outreach)
  • Activity modal redesign (Pipeline)
  • Filters, rows, and cells updates
  • Comfort letter enhancements (Archive)
  • Upload history enhancements (Diligence, Acquire, Prepare)

June:

  • Decline Metrics (Outreach)

May:

  • Trackers Column Configurations Persist (Acquire, Diligence, Prepare)
  • Counterparty ID (Outreach)
  • Export Internal & External Notes (Outreach)
  • Custom Logo for Export (Outreach)
  • Permissions export enhancements (Acquire, Diligence, Prepare)

April:

  • Findings widget updates for dashboards (Acquire)
  • Rename Archive projects (Archive)
  • Search within a folder (Acquire, Diligence, Prepare)
  • Left/right watermarks (Acquire, Diligence, Prepare) 
  • Watermark shadow outline (Acquire, Diligence, Prepare)

March:

  • Preview files via search bar (Acquire, Diligence, Prepare)
  • Enhanced permissions filters (Acquire, DIligence, Prepare)
  • Exporting widgets to PowerPoint (Acquire)
  • Search by Document ID (Diligence, Acquire, Prepare)

February:

  • Faceted filters for search (Diligence, Acquire, Prepare)
  • Left and right watermarking (Outreach)

December:

  • Updated password reset experience (Diligence, Acquire, Prepare)

November:

  • Chat (Acquire)
  • Single Sign On Log-out Page Refresh (Diligence, Prepare, Acquire)
  • Mobile update for swiping within Q&A (Diligence, Acquire)

August:

  • Search Enhancements (Diligence, Prepare, Acquire)

July:

  • Dutch Language support (Diligence, Prepare, Acquire)

March:

  • Mobile Video Viewer (Diligence, Prepare)

February:

  • Analytics for Mobile (Diligence)

January:

  • Link documents within Mobile (Diligence, Prepare)

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