Use Case 08
Share documents securely
Platform walkthrough
Learn from the actual platform screens and written steps, then perform the authorized actions in your own workspace. Actions explained in the video are not necessarily completed in the example.
Browse use cases for Business ownerStep-by-step guide
The same walkthrough in writing, with a screenshot for every step.
This walkthrough uses actual platform screens. Actions requiring an authorized user are explained for you to perform in your workspace.
1. Find the correct room
Use the correct existing listing room or inspect Create data room → Standalone room. New business listings prepare linked rooms automatically.
2. Check document version and visibility
Open Documents and inspect category, review status, version and visibility. Organisers review upload classification; readers see only permitted files. Captured records are fictional.
3. Understand organiser access controls
Organiser view: inspect Manage access → Invite buyer / Invite co-broker. Review side, NDA, identity and approval requirements. Reader access does not grant this panel. No invitation or approval is performed.
4. Review the outcome and next step
Before inviting a real buyer, check version, classification and intended visibility. Seller Private stays private. If a buyer cannot open a file, inspect access and outstanding NDA or approval with the organiser. This tutorial shares no client evidence and sends no invitation; use your own reviewed documents and permitted recipients.
Common questions
Short answers to what people ask most about this part of the product.
Does uploading make a file visible to every buyer?
No. Review file visibility, room access, NDA, identity, approval and role. Upload and access are distinct.
What should stay Seller Private?
Material not approved for the recipient should remain private. Inspect each file’s visibility and version and use the organiser’s access review before a real invitation.
Why are the shown controls in English?
These real platform captures use English labels. Italian narration and instructions retain them so you can identify the exact shown controls.
Video transcript
You need to share accounts with a serious buyer while protecting private files. Open the data room belonging to your listing. New business listings prepare linked rooms automatically. Use the correct business room instead of attaching records to an unrelated opportunity. In Documents, inspect file name, category, review status and visibility. These files belong to a fictional training room. A generated report is a summary to review, not a replacement for original accounts or signed contracts. Organisers can upload authorised evidence and inspect its classification. Readers should open only the files actually permitted for their role and verify current reporting periods before relying on them. The organiser’s Manage access panel separates workspace access from external buyer and co-broker invitations. Check the intended person and side before changes. An invitation is not unrestricted access: NDA, identity and approval requirements can still apply. Viewing a document does not give a reader these organiser controls. Before inviting a real buyer, check version, classification and intended visibility. Seller Private stays private. If a buyer cannot open a file, inspect access and outstanding NDA or approval with the organiser.
Watch the video, or follow the written steps below. Both cover the same walkthrough.
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