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September 2026

29 SeptManage your team and rolesInvite colleagues, choose their organisation role, put them in a team, give the team a role on the data room, and keep a project-scoped team from leaking into other projects.Access29 SeptProtect downloads with a watermark and passwordDecide which external groups may download, and add a watermark and an open password to every PDF they take away.Data room29 SeptPrepare and share a data roomThe end-to-end workflow, from a new project to invited buyers, on one fictional deal.Data room29 SeptCreate a projectSet up a new project for a deal in three steps, and check who on your side can see it.Data room29 SeptWorkspace and DataroomThe two places a document can be, why both exist, and what each one means for what buyers see.Data room29 SeptUpload documentsGet files and folders into the project's Workspace, where your team prepares them before anything is shared.Data room29 SeptUpload problemsWhat to do when an upload is slow, stops partway, leaves files on Failed or Processing, or skips folders, and what each file status means.Data room29 SeptHow the Dataroom index worksFolders, placeholders, index numbers and mapped files: the model behind the Dataroom, and every control that shapes it.Data room29 SeptBuild the Dataroom structureCreate or adjust the numbered folders and placeholders external users will navigate, and describe what belongs in each.Data room29 SeptPlace documents in the DataroomMove uploaded files into their Dataroom folders and placeholders, by hand or by reviewing AI suggestions.Data room29 SeptPlace documents with AILet the app propose a Dataroom slot for every uploaded file that clearly fits, then accept, retarget or reject each suggestion.Data room29 SeptThe data room lifecycle: Preparation, Published, LockedWhat you can change, what buyers see and what is billed in each of the three data room states, how you move from one to the next, and what can never be undone.Data room29 SeptHow redaction worksWhat the Redaction Studio does, the three ways it finds sensitive text, how information types decide who sees the original, and what buyers receive.Data room29 SeptRedact documentsOpen one or many documents in the Redaction Studio, find sensitive passages by hand, by keyword or with AI, review the detections, and decide who may still see the originals.Data room29 SeptSet up and brand the Deal PortalGive buyers a portal that carries your name and logo, decide whether they must accept an NDA, and get the settings right before invitations go out.Data room29 SeptInvite buyers to a data roomCreate an external group, add the buyers, choose which folders they can see, and send the invitations by publishing the data room.Data room29 SeptLock the data roomSeal the published index permanently at the end of the review so it becomes the audit record.Data room29 SeptClose and archive a data roomWhat to do when the review ends: give each side its records, lock the index, and keep the room readable.Data room29 SeptAnswer buyer questionsPick up questions from external groups, draft an answer with sources, have it reviewed, and publish it to the group that asked.Data room29 SeptSee who has accessed whatRead the project's Analytics for visits, documents viewed and downloads per group and per user, and open a single document's access history.Data room29 SeptReview project activitySee who changed what in a project and its data room, from uploads and retractions to access and invitations, filter it, and export it for an audit file.Data room29 SeptHow access worksThe three layers that decide what a person can see and do, how a grant on a folder flows to everything inside it, and why external groups follow different rules.Access29 SeptCheck what someone can seeRead the Access tab of a team or a person to see exactly which folders and files they can open, where each right comes from, and look at the room through their eyes.Access29 SeptRemove someone's accessTake a colleague or a buyer out of a project or the organisation, and make sure no other path still lets them in.Access29 SeptInvitation problemsWhat to do when an invitation email never arrives, the link has expired or was used, a buyer cannot sign in, or the invited person lands in the wrong place.Access29 SeptHow the AI assistant worksWhat the assistant can read, how it cites its sources, when it asks before acting, what artifacts and memory are, and what it costs.Analyse with AI29 SeptAsk the AI about your documentsOpen the assistant, ask a question about the data room, check the cited sources, refine, and share the conversation with a colleague.Analyse with AI29 SeptExport a questionnaire or an artifactTurn an evaluated questionnaire into a Word document, and a chat artifact into a PDF, a slide deck or a download you can send to a client.Analyse with AI29 SeptHow questionnaires and templates workTemplates hold the questions your firm asks about every company; a questionnaire applies one to a project and has the AI answer each question from the documents, with sources.Analyse with AI29 SeptRun an analysis with a questionnaireCreate a questionnaire from a template, evaluate its questions against the project's documents, read the answers with their sources, and re-run what needs more work.Analyse with AI29 SeptCreate a template from an existing documentTurn a due diligence checklist you already have, as Word, PDF, PowerPoint or Excel, into a reusable questionnaire template, and control who can edit it.Analyse with AI29 SeptSign in and accountHow signing in works, two-factor authentication, the inactivity timeout, switching organisations, and what to do when you cannot get in.Account29 SeptYour first hour in Valutico VDROpen the demo deal, learn the project sidebar, read a document, ask the assistant one question and see who has access, so the first real project holds no surprises.Account29 SeptCredits and billingWhat credits pay for, where to see your balance, what happens when you run out, and how a published data room is billed.Account28 SeptImport from connected storageBring documents into the Workspace from Google Drive, OneDrive or SharePoint, keeping their folder structure, without downloading and re-uploading them.Data room