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Reviewing a data room

You have been invited to review documents in a deal portal. These guides take you from the invitation email to your first open document, and explain what you can do in the room and what the deal team sees.

1Review a data room in an hourA short plan for your first session in the portal, from the invitation email to your first question to the deal team.2Get started from your invitationSign in for the first time with the temporary password from your invitation email, set your own password and open the data room.3Find and open documentsBrowse the numbered folders, search the data room, and read documents in the viewer.4Download documentsSave one document or a whole selection as a ZIP, and know what to expect from watermarks, passwords and files left out.5Ask the deal team a questionRaise a question, link it to a document, follow its status and get emailed when it is answered.6What the deal team can see of your activityThe portal records views, downloads, searches and questions. Here is what that means for you.