Virtual Data Room

A Virtual Data Room provides secure online access to documents for authorized users. It is a common use case, and your site supports several ways to achieve it.

Creating Full Featured Users

The best way to make your site into a Virtual Data Room is to add every user as a full featured user on your site. This consumes a user license per user and gives you the most flexibility and security. We recommend creating a single Group for your VDR consumers and sharing specific folders with that Group.

Without Creating User Accounts for Each Participant

If you are sharing broadly and can accept a somewhat degraded experience, you can achieve a similar result with Share Links, which let you share specific files or folders securely through a publicly accessible link that can be optionally password-protected.

If you want to receive files securely rather than send them, use the Inboxes feature. As with Share Links, file uploads to Inboxes are encrypted, and Inboxes can be optionally password-protected.

To allow both sending and receiving files securely, associate an Inbox with a Share Link by enabling the Associated inbox setting on a Share Link and selecting the Inbox to associate. Visitors to the Share Link can then download the shared files and upload to the associated Inbox from the same page.