What's in the data room template
Share sensitive documents securely with permissioned access, audit trails, watermarking, and activity tracking.
- Per-client accessUpload or attach files and grant specific clients read-only access, so each client sees only what's shared with them
- Revoke access instantlyRevoke access instantly — the file disappears from the client's portal while the prior audit history stays intact
- A full audit trailFull audit trail of every view and download, timestamped with client name, file name, action, and access status
Add your template,
customize it, and publish
Data room installing…3 of 4
Added to your workspace
Each client sees only their own
Fields and statuses set up
Ready to use as is
Step One:Add the template
It installs as a working app in your workspace that you can use as is.
Add a due date to each item and remind clients before it's due.
Step Two:Describe your changes
Tell the app builder what to change and it adapts the template to your business.
BrandmagesHomeMessagesFilesProposalsContractsInvoicesData room
Step Three:Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
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Start from this template for free and make it yours in minutes. No credit card required.