Create a Space (data room)

Overview

Spaces are what we call our virtual data rooms (VDR). You can create a Space (data room) from the Spaces page or from existing folders on the Content page. You can have Spaces for each of your accounts, or create multiple links for the same Space, which provides flexibility and control over how content is shared with each individual account. If you go to the Spaces page, you’ll land on the My Spaces section. This will show you a overview of all the Spaces (data rooms) you’ve created. To get a overview of all the Spaces (data rooms) created in your team, select Team’s Spaces in the dropdown menu right under Spaces.

Table of contents

• Create a new Space (data room)
• Create a Space (data room) using Share Content
• Create Spaces (data rooms) from folders
• Auto-created Space (data room) folders
• Space (data room) links and settings
• Space (data room) visits
• Related reading
  
  

Create a new Space (data room)

To create a new Space:

1. Log in to docsend.com.
2. Click Spaces in the left sidebar.
3. Click Create Space in the upper-right corner.

By default, the Space (data room) is named “Untitled”, but you can edit this any time by clicking into the title field. You can also add a subtitle.

Notes:

• The Space name will be the same for all links created for the Space. 
• If a Space (data room) is created in your team, the Space (data room) and it’s content will be visible to all team members.

Now that your Space (data room) is created, you can add content, customize the background and logo, and more. Check out our articles Manage Content in a Space and Customize a Space to learn how.

Create a Space (data room) from Content library

Save time by creating Spaces (data rooms) straight from your Content library.

Important: When subscribed to the Standard plan, you can only select content, not folders. 

To create a new Space from Content Library:

1. Log in to docsend.com.
2. Click Content Library.
3. Click Share in the upper-right corner.
   
4. Select the documents and folders you want in your new Space.
5. Click Continue.
6. Configure your preferred link settings.
7. Click Create link.
8. You can now copy and paste your link to start sharing.

You will be taken to your newly created Space.

Note: To share updated content with your visitor, simply add the new files to the existing Space that was created when you shared the folder link.

Create Spaces (data rooms) from folders

Alternatively, you can create a Space (data room) from uploaded folders on the Content library page, making it even easier to create a Space and manage existing content.

You can create a Space from a folder in two ways:

1. Click Content library.
2. Click “…” (more options).
3. Click Share.
   
   
4. Configure your preferred link settings.
5. Click Create link.
   
   
   
   You’ll be taken to your newly created Space.
6. Click Copy link to share your new Space.
   
   
   
   
   
   

To create a Space from an embedded folder:

1. Click “…” (more options) next to the folder you want to create a Space from.
2. Click Share.
   
   
   
   
3. Configure your preferred link settings.
4. Click Create link.

You’ll be taken to your newly created Space.

Important: For users on Standard, it is possible to create Spaces (data rooms) from folders that have subfolders. However, those subfolders will not carry over since Space Folders are only available on Advanced plans at this time. We recommend upgrading to leverage this feature.

Space (data room) links and settings

Once your Space is configured and ready to share, creating a link is just as simple.
There are two ways to create a Space link:

1. Click Spaces in the left sidebar.
2. Click the name of the Space you want to share.
3. Click Share in the upper-right corner.
   
   
   
   
4. Click Create link.
5. Configure your preferred link settings.
6. Click Create link.
7. Click Copy link to share. Or,
8. Click the Space you want to create a link for.
9. Click Share.
   
   
   
   
10. Click Create link.
11. Configure your preferred link settings.
12. Click Create link.
13. Click Copy link to share.
    
    

Link settings

Similar to content links, you can edit the settings on a Space link any time.

1. Click the name of the Space you want to change link settings for.
2. Click Share.
3. Click “…” (more options).
4. Click Edit.
   
   
   
   
5. Configure your link settings.
6. Click Update link to save your settings.
   
   

Learn more about Granular Space Permissions.

Space (data room) visits

Visits to a Space are only tracked on the document level. When a visitor opens a Space and views a document, the visit is logged on the document and attributed to the Space. Space visits are also owned by the Space owner.

To see all visits to documents in a Space: 

1. Click on the name of the Space you want to see visitor data for.
2. Click Analytics in the left sidebar.
   
   
   

If you want to see who visited the Space but didn’t look at the content:

1. Click on the name of the Space you want to see visitor data for.
2. Click Audit log.
3. Click Users to filter a specific person’s activity.
4. Click Download to export the data.
   
   

Related reading

• Granular Space Permissions
• Manage content in a Space (data room)
• Customize a Space (data room)
• Collaborate in a Space (data room)

Still need help? See more articles in the DocSend Help Center.