How to create a new data room template

How to create a new data room template


How to Create a new Data Room Template

  1. Begin with going to the Data Room Selector. Click on the name of the Data Room in the upper left-hand corner under the logout link. A drop-down list will appear with the option to choose Data Room Selector. 


  1. Once in the Data Room Selector, navigate to Dataroom Templates if the privilege to create Data Rooms Templates has been granted, click on the link Create Empty Template.

 

  1. A new window should appear with the titled, “Create Empty Template.” The second option down in the pop up should be titled, “Dataroom Center.”


  1. Click the OK button.



    • Related Articles

    • How to create a new data room from a template

      How to Create a new Data Room from a Template Begin with going to the Data Room Selector. Click on the name of the Data Room in the upper left-hand corner under the logout link. A drop-down list will appear with the option to choose Data Room ...
    • Create a New Invitation Template

      How to Create a New Invitation Template Open the Data Room Administration tab in the Data Room you wish to use as a template. Select Templates Files section and then click the Manage Invitation Templates options. Select the link New Template. Specify ...
    • How to turn a Data Room into a Template

      How to turn a Data Room into a Template Go to the Data Room Administration of the Data Room which will be used as a template  In the Overview section, there are two links. One is to Change Data Room Properties. Select that link.  A pop up will appear ...
    • How to Create an Archive of a Data Room

      How to Create an Archive of a Data Room You can "photograph" what a specific user sees at a specific time in the Data Room and download it as a ZIP archive. The ZIP archive contains the folder structure that the user sees, together with the documents ...
    • How to invite into a Data Room

      How to invite into a Data Room Enter the Data Room you wish to invite the user to. Under the name of the Data Room is the link Invite. Click it The window labeled Invite to Data Room [Name of Data Room] will appear within the application. Each piece ...