If you need to export your Data collection to a Data Room, but you don't have an existing one for your project, you can follow the steps below to create a new one.
You can only create one Data Room using this option, so make sure everything is set up correctly.
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1. Go to your Data collection and click on Export to the Data Room. |
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2. Click on Create Data Room. |
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3. You can decide who pays for the new Data Room. Your Organization or a third party (the client). |
The Organization pays:
Follow these steps to create a new Data Room from your Organization:
1. Select a term and a plan:
Select your preferred term length and plan to make sure it fits your needs. 2. Fill out the Data Room details:
What should the name of the Data Room be, where does the data need to be stored and who will manage the Data Room?
3. Accept the billing info as stated in the demo overview below:
Is everything you see here correct? If so, agree to the billing information and continue.
After ticking the box on the bottom, you are able to create the Data Room.
"The billing information above is correct. I understand that this will be used as my invoice address and cannot be changed afterwards."
Third party pays:
If a third party (the client) pays for the Data Room:
1. Check the overview of the process, which includes a sample of the order form.
Once you have viewed the steps, you can click on Next.
2. Sign-up details
After filling in all the fields (legal representative name, email address, where the customer is located and an accompanying message), you can click on Send and the order form will be sent to the client.
3. When the third party has reviewed and signed the order form, you will receive an email notification about this. Any Admin in the Workspace can create the Data Room from that moment on.
4. Log in to My Virtual Vaults and click on Create Data Room.
5. Select a term and a plan:
Select your preferred term length and plan to make sure it fits your needs. 6. Fill out the Data Room details:
What should the name of the Data Room be, where does the data need to be stored and who will manage the Data Room?
3. Accept the billing info as stated in the demo overview below:
Is everything you see here correct? If so, agree to the billing information and continue.
After ticking the box on the bottom, you are able to create the Data Room.
"The billing information above is correct. I understand that this will be used as my invoice address and cannot be changed afterwards."
Please visit the section Data Room to find all related articles about setting up the Data Room.