### Contents - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # Virtual Data Room Software Resources ##### Articles, Discussions, and Reports to expand your knowledge on Virtual Data Room Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## Virtual Data Room Software Articles [![Virtual Data Room: Don't Worry About Data During Deals](https://learn.g2.com/hubfs/_learn-virtual-data-room@2x.png "Virtual Data Room: Don't Worry About Data During Deals")](https://www.g2.com/articles/what-is-a-virtual-data-room) [ ### Virtual Data Room: Don't Worry About Data During Deals ](https://www.g2.com/articles/what-is-a-virtual-data-room) Data is paramount for modern businesses. [ ![Sagar Joshi](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sagar Joshi") SJ ](https://learn.g2.com/author/sagar-joshi) by Sagar Joshi ## Virtual Data Room Software Discussions 0 Question on: CapLinked [What is CapLinked used for?](/discussions/what-is-caplinked-used-for) What is CapLinked used for? CapLinked is used as a secure virtual data room (VDR) and document management platform designed for handling sensitive business information during high-stakes transactions. In practical terms, it’s mainly used for things like mergers and acquisitions (M&A), fundraising, due diligence, investor reporting, and legal or compliance-related document sharing. Companies use it to create secure online workspaces where they can upload, organize, and share confidential files with strict access controls. It also helps teams track document activity, manage permissions, and collaborate with external stakeholders like investors, lawyers, or partners without risking data leaks. Overall, it streamlines complex business deals by making secure document sharing faster, more organized, and easier to control. Answered: USMAN HAYAT on May 16, 2026 [Your answer](/discussions/what-is-caplinked-used-for/comments/new?remote=true) 0 Question on: Clinked [What does a client portal do?](/discussions/what-does-a-client-portal-do) What does a client portal do? A client portal is a web-based software that allows you to securely store and share files, collaborate with your customers on projects, and generally keep your business-customer communication secure from external threats. Generally, you have a clearly defined and secure space for each of your clients. For instance, you can have a separate sub-portal for each of your customers ensuring that all communication and files are only accessible by authorised employees and only specific clients in a specific way (eg. you can request a signature or request a document upload from a client to a specific folder, limit the time the other party can access this file etc.). Some portals (such as Clinked) offer additional features, such as secure chat capabilities, which can be very useful (I use this feature all the time, as 1. all comms are secure, 2. the chat history is kept, 3. can get hold of the client quickly). They also offer a mobile app (this is how I mostly use chat). So, a client portal is not just for file storage! Answered: Becky Social on July 16, 2022 A client portal is a secure online platform that facilitates the onboarding process for new SaaS (Software as a Service) customers. It serves as a centralized hub where customers can access important information, resources, and tools to get set up and familiarize themselves with the SaaS product or service they have purchased. Answered: Christopher Hussey on May 17, 2024 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/what-does-a-client-portal-do/comments/new?remote=true) 0 Question on: Digify [How can I share confidential documents online?](/discussions/how-can-i-share-confidential-documents-online) How can I share confidential documents online? Sharing files online can be risky, especially when they contain sensitive or confidential information. Once you’ve sent a file, it can spread online for anyone to see, download and misuse. It’s impossible to know if your documents are being forwarded or re-sent, and you have no way of revoking access. By using a document security service, you can manage exactly who can view and access your documents, and track who has seen them, for how long, from where, and how many times. With Digify, you can also choose to set your documents to View Only, or control the ability to download and print. If you require legal protection, you can also set Terms of Access that must be accepted before recipients are able to access your files. Concerned about the spread of your files? We have dynamic watermarks that are fully customisable with details like email and IP address, to deter and track any unintended file distribution. Answered: Niyathi Srinivasan on July 4, 2022 Comment deleted by user. Answered: Niyathi Srinivasan on July 4, 2022 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/how-can-i-share-confidential-documents-online/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/virtual-data-room-vdr/resources?discussions_page=3) - [1](/categories/virtual-data-room-vdr/resources) - [2](/categories/virtual-data-room-vdr/resources?discussions_page=2) - [3](/categories/virtual-data-room-vdr/resources?discussions_page=3) - 4 - [5](/categories/virtual-data-room-vdr/resources?discussions_page=5) - [6](/categories/virtual-data-room-vdr/resources?discussions_page=6) - [7](/categories/virtual-data-room-vdr/resources?discussions_page=7) - [8](/categories/virtual-data-room-vdr/resources?discussions_page=8) - … - [19](/categories/virtual-data-room-vdr/resources?discussions_page=19) - [20](/categories/virtual-data-room-vdr/resources?discussions_page=20) - [Next ›Next ›](/categories/virtual-data-room-vdr/resources?discussions_page=5) ## Virtual Data Room Software Reports Mid-Market Grid® Report for Virtual Data Room (VDR) Summer 2026 G2 Report: Grid® Report Grid® Report for Virtual Data Room (VDR) Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for Virtual Data Room (VDR) Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for Virtual Data Room (VDR) Summer 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for Virtual Data Room (VDR) Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for Virtual Data Room (VDR) Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for Virtual Data Room (VDR) Spring 2026 G2 Report: Grid® Report Mid-Market Grid® Report for Virtual Data Room (VDR) Spring 2026 G2 Report: Grid® Report Grid® Report for Virtual Data Room (VDR) Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Virtual Data Room (VDR) Spring 2026 G2 Report: Momentum Grid® Report