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Prepare user guide for administrators

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Datasite Prepare


Step-by-step guide
 

 1  Email invitation
 
You receive an email invitation to Datasite.


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 2  Register

Click Login Now to register.

  • Fill out the required information
  • You receive another email: Subject: 'Your Access to a Datasite Project has been Activated'


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 3  Log in
 
On datasite.com, select Login.

  • Username = email address
  • Enter your password, click Log In
  • You are taken to the Home page

Need more? Logging In


   4  Trackers

Upload your due diligence checklist/document request list and other to-do items as a Tracker to keep track of every aspect of your project in one place. Create and permission as many trackers as needed to stay organized and ensure everyone has access to just the information you need them to see and update. Trackers can also be used for creating task lists to further keep your team on point. Want your project's folder structure to replicate your checklist? With Trackers, you can easily create a fileroom and folder structure automatically linked to your Tracker. 


Want more on Trackers? Trackers

 

 

 
 4  Loading Documents

 The easiest way for Project Admins and users with Manage access to upload content to a data room is to use drag and drop. From the Documents tab:

  1. Navigate to the location where the content should be uploaded.
  2. Select on your computer all files to be uploaded.
  3. Drag and drop them to the relevant location in the center panel. (Location is highlighted  in the left panel indicating where contents will be uploaded.)
  4. Click Upload in the pop-up windows that opens.

Need more? Upload Files
 
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 5  Permissions

In the Permissions tab:

  1. Select a role.
  2. Click Edit >  Live.
  3. Expand the folder structure on the left. 
  4. Select the applicable segment in the permissions bar for the desired folder, subfolder or file.
  5. Click Save.

 
Need More? Permissions
 
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 6  Users
 
From the Users tab:

  1. Click on the Invite New Users icon.
  2. Add the email(s).
  3. Select the User Classification, Role, Language & Teams (opt).
  4. Click Send Invite.
If your project is in Pre-launch status, only project admins or users with manage permissions can be invited.

 
Need more? Inviting a User

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 7  Redaction
 
To use the redaction tool:

  1. Within the Documents tab, locate the documents that need redaction.
  2. Select the associated checkbox; up to 10 files at a time may be selected.
  3. Click Modify > Redact; your first document choice opens in the redaction tool window.
    • If multiple files have been chosen, they appear in a drop-down list at the top of the document viewer. Click the 'down' arrow next to the file title to display the list
  4. Choose from available Redaction Reasons by clicking the desired reason in the 'Select Reason' toolbar.
    • If none are chosen, the default is 'Unassigned'
    • A file may contain from one to four redaction reason selections
    • To choose a new reason while redacting, select the new reason from the toolbar before marking the associated redactions
  5. Redact the document(s).
  Note: Depending upon configuration, Redaction Reasons might not available on your project.

 
Need more? Redaction

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Title
Prepare user guide for administrators
URL Name
Prepare-User-Guide

Summary

Prepare user guide for administrators is an online help content article designed to assist administrators. The article, identified by version number 14, was last modified on March 12, 2024. It includes various sections such as invitation, registration, login, trackers, load documents, permissions, and users.

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