How to invite into a Data Room

1. Enter the Data Room you wish to invite the user to.
   

2. Under the name of the Data Room is the link Invite. Click it
   

3. The window labeled Invite to Data Room [Name of Data Room] will appear within the application. Each piece below is explained. Underlined pieces are required to send the invite.
   

1. Recipients - Enter the email address of the new user. The email address is required to send the user a PIN for authentication, if they do not have a mobile phone tied to their account. To invite multiple users at once separate each email with a semicolon(;).
   
2. Mobile Phone – Some invite windows will have this option, depending on permissions set. Click the icon to the right of the input field for the country codes to get a list of valid country codes to display. 
   

1. Tip: Type a country code in the first field. A list of matching country codes is displayed. Select a country code from the list and click OK. Next, enter the area code and local number according to your local regulations (area code with or without leading zero). 
   
2. Note: The following characters are allowed for the area code and local number: 0123456789()-.
   

3. Select Groups - There are two ways of specifying the name of the Security Group. Enter at least two consecutive characters contained in the name. In the selection list, click on the relevant group. Alternatively, click icon next to the Group textbox and select the relevant group in the Browse & Select dialog, then click OK.
   
4. Preferred Language - Select the preferred language for the invitation email. 
   

1. Note: Users can subsequently change the selected language according to their own preference.
   

5. Send invitation email - Activate this option to send the invitation email directly after you have entered all the necessary data. Disable this option if you would like to create the invitation first and send the email later.
   
6. Reminder Date - If you would like to set a reminder date, click on the No date selected link and make your selection. A reminder email will be sent to you if the invited user has not logged in to the Data Room by the date specified. 
   

1. Note: If you have selected an invitation template the Reminder Date field might already be prefilled with a date calculated from the value defined in the invitation template.
   

7. Invitation Text - Enter a message for the recipient of the invitation (maximum 3000 characters). 
   

1. Note: If you have selected an invitation template this field might already contain a message text. You can overwrite this text. This field is only active if the Send invitation email option is enabled.
   

4. Click the Invite button once everything is filled out how you like it.
   
5. User will receive this invite by the email entered in the recipient’s section.
   

Looking for links within our online help guide?

Invite Users with Additional PIN Authentication

Invite Users Without Additional Authentication

Invite Users with Client Certificate Authentication