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What is a Virtual Data Room (Sharing By Tags)?

In ContractSafe, all plans allow you to control permissions (access to documents) by Folders. For example, this will enable you to easily give Marketing access to the Marketing folder but not let them see what's in the Finance folder.

We call this a Virtual Data Room or a Data Room you can create or establish on the fly.

This functionality can be handy for:

  • Audits

  • Projects

  • Litigation Holds or Matters

  • Diligence Requests

-or anything else that requires mixing and matching access.

Both features are accessible by going to Settings>Users>Permission (column)

You can also control access by Tags.  This allows for a much more granular level of control.  For example, you can share two contracts in Marketing and one contract in Finance with a few of your users for a specific purpose.

Remember, you have unlimited users in ContractSafe, so it's easy to give an outside auditor Read Only access to ContractSafe and create a Tag to share access with the files they need.  The same goes with Outside Counsel and a litigation matter.

This feature is also helpful if you need a more complex access plan for ContractSafe.  For example, you can let your corporate team see all Marketing documents but allow the Orlando branch to see only documents tagged with Orlando Marketing.

These two dimensions typically allow enough control to satisfy the sharing needs of most companies for most purposes.

If you need further assistance, please reach out to support@contractsafe.com