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.
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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Q&A Settings Update
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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
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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.
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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.
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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.
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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
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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.
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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
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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
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Findings Interface Refresh
Our findings interface has been updated for a more cohensive experience, with the same functionality for assessing risks.
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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.
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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.
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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
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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.
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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.
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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
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Smart Categories for Search Results
Filter your search results by their associated smart categories and quickly zero in on the files you need.
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Chat in Acquire
Connect with us faster with one click. Live chat is now available directly within your Acquire project.
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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.
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Flick-Through Q&A on Mobile - Just Swipe
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.
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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.
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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.
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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.
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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
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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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Permissions Editing History
Quickly see who has last made changes to the Permissions settings on your Datasite project without navigating away from Permissions.
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Export Search Results
Search Datasite for keywords, then download the search results to Excel to keep as a working list.
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Search Interface Update
Our search interface has been updated for a more cohesive experience within our applications.
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Custom Alerts for Datasite Outreach
Keep the deal moving forward by setting custom alerts for inactive buyers. Click to learn more.
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Permissions Refresh
Same functionality you love, refreshed look. The new look makes it even easier to set permissions by role. Click to learn more.
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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.
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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.
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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
- 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)
- April 2022: Improved buyer tracker navigation (Outreach)
- May 2022: Email template settings updates (Outreach)
- June 2022: View buyer activity at a glance (Outreach)
- June 2022: 5 additional custom columns (Outreach)
- July 2022: Dutch Language support (Diligence, Prepare, Acquire)
- August 2022: Search Enhancements (Diligence, Prepare, Acquire)