Creating data room groups
Spaces, or data rooms, allow you to share high volumes of content with others in two distinct ways. You can create a group with a list of approved members, or you can create links to your data room.
Groups streamline security by making it easier to ensure only authorized individuals can gain access to the contents of a data room. Individuals must belong to a data room’s member list, and authenticate using their email in order to access a data room. Links can provide a similar setup with the allow list and email authentication options.
Note: Unlike links, which can be shared by copying and pasting them, group invites are sent directly from DocSend to the recipient’s email address. Learn more about the difference between groups and links. |
How to set up a group:
- Log in to your DocSend account.
- Click the Spaces tab in the left sidebar.
- Click the data room you’re creating a group for.
- Click Share.
- Click Create group.
- Enter a Group name.
- Toggle any desired permissions under Security settings.
- Allow downloading: Permits data room visitors to download data room assets.
- Add watermark: Overlays a watermark on data room documents.
- Require Agreement to view: Requires visitors to sign a non-disclosure agreement (NDA) prior to viewing a document.
Note: Security settings apply to the entire data room. |
- Click Create group.
Once you’ve created a group, you can apply permissions to specific files and folders by clicking the padlock icon next to your data room.
How to invite group members to your Space (data room)
Note: Users on a DocSend Advanced Data Rooms trial can invite up to 50 visitors via groups per day. |
- Log in to your DocSend account.
- Click Permissions in the left sidebar.
- Click the Groups tab under Permissions.
- Click Invite.
- Add email addresses to the Add emails field.
- Optional: Add a message.
- Click Invite.
Your recipients will receive an email address with an invite to the data room.
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