Datasite Diligence Features

Define levels of authorization for access to specific files or systems

Offers user access across mobile platforms

Provides robust security options, such as two-factor authentication, single sign-on controls, or fingerprint scanning

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Has secure file sharing capabilities for internal or external sharing

Allows users to quickly revoke document access even after download

Automatically generates watermarks on documents when it is downloaded, viewed or printed

Provides metrics around user history, such as document views and edits

Allows users to upload several files at once

Find content or files using keywords, metadata, tags, etc.

Allows users to upload documents to the platform in a drag-and-drop format.

Attaches watermarks to documents uploaded and moved from the platform.

Allows administrators to set permissions for document access within the platform.

Creates and stores sales playbooks within the platform.

Allows users to scout potential sales within the platform.

Users can track success metrics after a merger or acquisition.

Allows users to create and delegate detailed tasks.

Allows users to create high-level project plans and overviews.

Allows users to communicate via comments or instant messaging within the platform.

Allows users to track the progress of projects or tasks.

Allows users to scout potential sales within the platform.

Manages M&A opportunities to identify the best options to pursue

Provides a marketplace where users can find M&A opportunities

Defines scoring methods that allow users to compare M&A deals

Tracks the status of active M&A deals and related tasks

Ensure compliance with regulations and internal policies for M&As

Users can track success metrics after a merger or acquisition.

Helps the parties involved agree on a purchase and sell contract to close the deal

Assists the parties with the process of merging the two companies

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Digitally sign online documents

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Import and export data to and from software applications

Assemble applications and processes by dragging over and arranging pre-built components

Allow users to collaborate and ask questions regarding folders and/or documents within the system

Data is backed up automatically to prevent data loss

Track and manage adherence to policies for any service, product, process, or supplier

Access work applications remotely, for when working away from the office and/or traveling

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, save, and store files

Plan and coordinate all the resources, costs and time needed to execute assignments

A record of all activities within the system, including user access, changes made, etc.

Review and analyze existing information across documents

Access software remotely via mobile devices

Compliant with HIPAA, which sets standards for sensitive patient data protection

Manage and store data in a database

Compile and organize data into specific metrics

Set up connections to third-party platforms to improve business processes

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Provides a channel for team members to share media files, communicate, and work together

Send documents directly to data room from email

Securely stores data to prevent data loss or breaches

Verify the identity of users/devices to enable secure access

Track and document all activities across devices, networks, and other systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Allow users to access multiple services after entering their login credentials once

Leave comments and notes on documents for others to view

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Add a digital mark to show ownership of an image, video, document, etc.

View and track pertinent metrics to find patterns and gain insights from data

Request two or more credentials to prove user's identity before granting access to systems

Secure online viewing of sensitive documents

Track revisions and updates made to files and navigate between different versions

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Search and filter data across systems to locate required information by entering keywords or certain criteria

Add customized logos and colors to align with company branding

Store, manage, and track all electronic documents in a centralized location