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.
What's New in Datasite
Discover what's new and exciting for dealmakers. Scroll, filter, and experience the latest innovations from Datasite.
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View As Permissions
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Mobile Publisher
Publish or unpublish documents in moments from your mobile device - from individual files to bulk content.
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Login Duration Report
Compare which roles stay logged in the longest with this new report.
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Analytics Method of Access Report
- Report on how users are accessing files on your project.
- Bulk Download, Download, Print, View, and Preview.
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Custom Emails
Send customized emails to users on your project. Save your favorite emails as templates to reuse again if needed.
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Analytics Update
The look and feel of the Analytics tab has changed. You will notice a sleeker interface.
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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
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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.
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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
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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
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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.
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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.
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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
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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.
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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!
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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.
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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.
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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.
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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.
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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.
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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.
Additional Updates
Feature Specific
- 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)