Data Room
This page explains how to create and manage data rooms on QuotaBook.
You can update, store and share investment-related data and documents in data room.
This page explains how to:
- Create data rooms
- Create and manage permissions
- Check access logs
Creating data rooms
Navigate to: [Dashboard] → [Data Rooms]
1. To create a new data room, click [+ Create New] button on the left panel of the Documents tab.
2. Choose a name for the new data room. We recommend naming data rooms after associated funding rounds.
3. To upload data, click [+ Add New] and choose how you wish upload files. You can upload any file directly from My Documents.
Setting access permissions
Navigate to: [Dashboard] → [Data Rooms]
- You may add VCs to Data Room by clicking [+ Add user] from the Permissions tab.
- Once the VC accepts your invitation, you can check whether they are able to view this data room.
Checking access logs
- View who accessed what and where anytime.
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