
I value the Click Trails feature for providing granular insights into which investors are serious, as it shows me who is actually reading the materials and how long they spend on specific pages. This helps us gauge serious interest effectively. I also appreciate the ability to quickly bulk upload folder structures without the system crashing or losing data hierarchy, which saves a lot of time during deal preparations. The integration with Citrix Right Signature is crucial because it ensures an NDA is signed before entry, and I love the Office 365 plugin that allows quick edits to Word documents directly in the browser. Setting up ShareFile Virtual Data Room was surprisingly fast thanks to pre built industry templates, and their support team was very responsive in helping us define permission groups correctly. This balance between strict security and usability gives us confidence during audits. Review collected by and hosted on G2.com.
The automatic watermarking is sometimes a bit too heavy and obstructs the text when viewing on a tablet or small screen. I also find that the initial invitation email sometimes goes to clients' spam folders which causes delays. It would be helpful if the guest login process was slightly more streamlined so we did not have to explain it so often. Review collected by and hosted on G2.com.