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Datarooms allow you to conveniently store and share files in a secure environment. Use this guide to create a new dataroom.

Step-by-step guide

On the portfolio management software:

  1. Select the 'Dataroom' tab, and click on the card 'Add Dataroom'.

  2. Enter the name of your new dataroom and press 'Enter'.

    Select the newly created card to enter the dataroom.

  3. You'll see the following screen. Tag the relevant asset to the dataroom.

  4. Click on the 'Cloud Upload' button to upload files to your dataroom.

Next steps: Share this dataroom.

Your new dataroom has restrictions on file types and file size. If you're unable to upload a large file or need to upload a file with a unusual extension, contact your administrator or the Fundwave Support.

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