QuotaBook|User Guide - Data Rooms Management

Data Rooms Management

Here's how to:

Data Room Access + Folder Creation

Navigate to: [Dashboard] → [Data Rooms]

  1. To create a new data room, select [+ Create New] on the panel on your left.
  2. Select a name for the data room - we recommend naming data rooms based on their associated funding rounds.
  3. To upload relevant documents or links, select [+ Add New] and choosing the upload type. Through this portal, you can also upload any previously stored file from My Documents.

Setting Access Permissions

Navigate to: [Dashboard] → [Data Rooms]

Checking Access Logs

Have complete dominion and transparency in viewing who accessed which files at what time