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iDeals is among the most efficient platforms to manage corporate files and easing the process of M&A transactions. It can help you save time and money, as well as space storing, organizing, and handling paper documents. This tool can be utilized at any stage of the business of a company by small and big companies.
The platform has a range of advanced features, such as flexible workflow and Q&A roles and spreadsheet encryption, document watermarks as well as a variety of viewing options (Fence View, View Excel with formulas, View Excel without formulas) and granular file tracking that shows how long users spend on specific pages or documents. Its search function is utilized to find exact and partial matches for PDFs, images, documents and folders as well as other. It also lets you set up a folder structure and organize the documents in a manner that will help users navigate through them.
It is crucial to have a reliable customer service team and be able to utilize the dataroom on a variety of devices. Select a service that offers its services all hours of the day, and offers live chat, phone support, or email in a variety of languages.
Users can invite users quickly by utilizing a spreadsheet or by using spreadsheets. They can customize the permissions for groups as well as individuals, such as access to documents as well as the Q&A section and how often they will receive notifications of new uploads. They can also add security features such as two-step authentication that requires a password and a single-use code sent via SMS or authenticator app on the device of the user to ensure the integrity of data.
