Get started from your invitation
Sign in for the first time with the temporary password from your invitation email, set your own password and open the data room.
You have received an email inviting you to review a data room. This guide takes you from that email to the data room. Nothing is installed on your computer; a current browser is all you need.
Before you start
- The invitation email. Its subject is You're invited to followed by the deal name, and it comes from the app, not from the deal team's own address. Check your spam folder if you cannot find it.
- The email address the deal team invited. You sign in with exactly that address; another address will not work.
Steps
- Open the email. If you are new to the portal it contains a temporary password; if you already have an account from another deal it contains only the link. Select the portal link, or copy it into your browser if the button does not work.
- On the sign-in page enter your email and the temporary password, and select Sign in.
The page carries the deal team's name and the words Deal Portal. - Set your own password when asked: at least 8 characters with upper and lowercase letters, a number and a symbol. Confirm it and select Save password.
You only see this screen once. - If the deal team requires a non-disclosure agreement, it is shown next. Read it, tick that you agree and accept it. The data room opens straight away when no agreement is required.
Check the result
You land on the Dataroom: numbered folders on the left, their contents on the right, and the deal name in the breadcrumb at the top. Only the folders shared with your group are listed; a missing folder is not an error.
The icons on the left switch between the data room, Q&A and your notification settings; Sign out is at the bottom.
Bookmark the portal link. You can return at any time without a new invitation.
If something goes wrong
Use Forgot password? on the sign-in page. A reset code is emailed to you; enter it, choose a new password and sign in.
Sign in with your existing password. The email for an existing account contains no temporary password.
Your address is not invited to this portal, or you signed in with a different address from the one invited. Sign out and try the invited address; otherwise ask the deal team to add you. Support cannot open a data room on their behalf.
Ask the deal team to resend the invitation. The new email replaces the old link; a temporary password from an earlier email no longer works.
The deal team has closed or paused the room. Only they can reopen it.
The deal team has not yet shared any folders with your group, or the room is not published yet. Ask them; you will see the folders as soon as they are granted.