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Customize a Space (data room)

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Lennon
  • Updated
This article describes a feature available on DocSend Standard, Advanced, and Advanced Data Rooms plans.

After you’ve created a Space (data room), you can customize it to better align with your campaign or prospect's needs. You can customize the Space by:

  • Creating separate Space sections to organize content for easy viewing.
  • Adding a logo for a more professional look. 
  • Adding a banner image to add visual appeal.
  • Adding a welcome message.

Table of contents

Customize title and subtitle

You can use titles and subtitles to easily identify and add more details about your Spaces (data rooms). The title can have a maximum of 100 characters, and you can edit it anytime by clicking into the title field.

Customize a Space_data room 1.png

Customize the header

You can add a banner image and logo to customize the header to help you, team members, and visitors understand more about the content shared in a Space (data room). 

Customize a banner image

When you create a new Space (data room), we randomly display a default banner image from a curated image library. You can easily change or remove it to better align with the purpose of the Space.

To add or edit a banner image:

  1. Log in to docsend.com.
  2. Click Spaces in the left sidebar, and click on the name of a Space to open it.
  3. Click anywhere on the header image and click the edit icon.
  4. Upload your image in the pop-up window.
  5. Edit your image as required, and click Save.
  6. Click the Upload x file button.

To delete a banner image:

  1. Log in to docsend.com.
  2. Click Spaces in the left sidebar, and click on the name of a Space to open it.
  3. Click anywhere on the header image and click the delete icon.

Here are some tips for choosing a background image:

  • Minimum recommended resolution (best for most HD screens): 1920 x 480 (4:1)
  • Maximum recommended resolution (best on 4K screens): 3840 x 960 (4:1)
  • If you remove the image, the placeholder area for the banner is also removed, giving you more screen real estate to display your content. This gives you more room for content, allowing for a cleaner and more content-focused layout.

Add a logo

The logo overlays the header image and to the left of the Space title. The logo must have a minimum height of 80px. If the logo does not meet this minimum, a warning message will appear.

To add or edit a logo image:

  1. Log in to docsend.com.
  2. Click Spaces in the left sidebar, and click on the name of a Space to open it.
  3. Click anywhere on the logo image and click the edit icon.
  4. Upload your logo in the pop-up window.
  5. Edit your image as required, and click Save.
  6. Click the Upload x file button.

To delete a logo image:

  1. Log in to docsend.com.
  2. Click Spaces in the left sidebar, and click on the name of a Space to open it.
  3. Click anywhere on the logo image and click the delete icon.


Customize the Space layout

To make it easier for your visitors to use, you can customize the look and feel of your Space by creating sections, changing the default view, and adding descriptions of the content. You can also add a welcome message to customize the visitor’s experience.

Learn how to customize link settings.

Create sections

You can create sections in your Space to group or separate content for a more intuitive and easy-to-navigate structure so your visitors can quickly find what they need.

Here are a few important things to keep in mind when creating sections:

  • You need to upload content to the Space before adding a section.
  • Each Space can contain up to 100 sections.
  • If you delete a section, the section header will be removed, and its content will be moved to the uncategorized section of the Space.
  • You can easily change the position of a section by dragging and dropping it to a new location within the Space.

To create a section:

  1. Log in to docsend.com.
  2. Click Spaces in the left sidebar, and click on the name of a Space to open it.
  3. Click the Organize button in the top left, and select Create section.
  4. By default, new sections are named “Untitled Section”. Click in the field to enter a new name and press Enter to save.
    • Section titles can contain no more than 100 characters.
Customize a Space_data room 2.png

 

Change the layout view

Visitors can see content in either grid or list view. To toggle between the views, click the grid or list icon in the upper right corner.

Customize a Space_data room 3.png

 

Note: The grid or list mode is only visible to your visitors. To see how it looks like, click the Preview button in the top right and select which link you want to preview as.


Grid view

When the grid icon displays, the Space is shown to visitors in grid view.

Customize a Space_data room 4.png

List view

When the list icon displays, the Space is shown to visitors in list view.

Customize a Space_data room 5.png

Add a content description

You can add a brief description to help your visitors better understand the content you're sharing.

To add a description:

  1. Log in to docsend.com.
  2. Click Spaces in the left sidebar, and click on the name of a Space to open it.
  3. Click the “…” (ellipsis) next to the content you want to add a description to and select Edit description.
  4. Type the description and click Enter.
    • Notes:
      • Descriptions can contain no more than 200 characters. You can edit or remove the description at any time.
      • The descriptions you add to content in the content library are separate from the Space-level descriptions. Content library descriptions are internal and visible only to team members, while Space-level descriptions are external-facing and visible to visitors.
Customize a Space_data room 6.png

Related reading

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