iDeals is among the most efficient platforms to manage corporate files and easing the process of M&A transactions. It lets you reduce the amount of space, money and time organizing and handling papers. This tool can be utilized at any stage of the company’s operations by small and large companies.
The platform comes with a variety of advanced features, such as customizable workflows and Q&A roles. It also includes spreadsheet encryption, document watersmarks as well as multiple views (Fence Views, View Excel with Formulas, View Excel Without Formulas) and fine-grained tracking that shows the time each user spends working on specific pages or documents. Its search feature detects exact and partial matches and can work on folders, documents and PDFs, as well as images. It also lets you set up an organization structure for your folders and organize the documents in a way that makes it easier for users to navigate through them.
A dependable customer service team and the ability to use the data room across different devices is crucial. Find a company that provides support 24/7 and provides live chat as well as phone or email support in a variety of languages.
Users can invite users quickly in bulk using an Excel spreadsheet or a spreadsheet. They can customize the permissions of groups as well as individual users, which includes access to documents and a Q&A section and the frequency at which they will receive notifications of new uploads. They can also add security features like two-step authentication which requires an account password and a one-time code that is sent via SMS or an authenticator app on the device used by the user to ensure the integrity of data.
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