How do I edit my data room options?

How do I edit my data room options?

Orangedox gives you control over how participants access and interact with your data room.

You can update your data room's title and description, configure security settings, restrict document downloads, enable dynamic watermarking, and adjust how access links are delivered.

These settings can be changed at any time, even after your data room has been shared.

Opening the Data Room Settings

To begin, go to the Data Rooms app in your Orangedox dashboard.

Locate the data room you want to update and select its title to open the settings panel.

Updating Your Data Room Title & Description

You can update your data room's title and description at any time.

To make changes:

1. Open your data room settings.
2. Click on the title or description field.
3. Enter your updated text.

Your changes are saved automatically and reflected for all participants.

Updating these details is useful for:

• Clarifying the purpose of your data room.
• Reflecting changes in your project, such as a new fundraising or due diligence phase.
• Keeping your data room organized and easy to understand.

Configuring Data Room Options

To manage your data room's security and access settings:

1. Open your data room settings.
2. Go to the Options tab.

From here, you can configure the following options.

Allow Downloading

Control whether participants can download documents from your data room.

You can disable downloading to ensure participants can only view shared documents online.

Dynamic Watermarking

Enable dynamic watermarking to display each participant's email address on shared documents.

This helps discourage unauthorized sharing and makes documents traceable to individual recipients.

Learn more about adding watermarks to your data room documents.

Email Notifications

Enable email notifications to receive alerts when participants open your data room or interact with shared documents.

NDA Gating

Require participants to agree to a non-disclosure agreement (NDA) before accessing your data room.

You can also switch between different NDA agreements when needed.

Learn more about NDA Gating.

Number of Devices

Set the maximum number of devices each participant can use to access your data room.

This helps prevent access links from being shared across multiple users and keeps access restricted to intended recipients.

If you change the device limit after participants have already been added, we recommend refreshing their access links so the updated limit is applied correctly.

Delivery Method

Choose how participant access links are distributed.

You can select between two delivery methods:

• Automated Email: Orangedox automatically sends access links directly to participants.
• Manual Email: You distribute each participant's unique access link yourself.

You can change the delivery method even after participants have been added.

Access Requests

Enable access requests to allow people to request access to your data room through a shared link.

Once enabled, you can copy the request link from the Participants tab and share it with anyone who needs access.

When someone submits a request, you'll receive an email notification and can approve or deny their access.

Learn more about Access Requests.

Summary

Your data room options let you control how participants access and interact with shared documents.

You can update your data room's title and description, configure security settings, restrict downloads, enable watermarking and NDA gating, manage device limits, and choose how participant access links are delivered.

All these settings can be adjusted at any time, giving you flexibility as your project or sharing requirements change.