Getting to know the screen

Every screen has the same layout: the menu on the left, search and notifications at the top, and the task you are working on in the middle. The dataroom itself also has its own tabs.

The menu on the left, the search bar at the top and the action button at the top right stay on every screen.

The menu

Menu item	What it is for
Dashboard	What needs attention today: open actions, recent activity, most viewed documents
Matters & datarooms	All datarooms, with search and filtering by status
Clients & relations	Clients, matters and their datarooms in one place
My documents	Documents assigned to you or that you recently opened
Search	Search through all datarooms you have access to
Notifications	New uploads, requests, messages and deadlines
Help & support	The help centre, with explanations per task and a tour
Office administration	Users, branding, storage, retention and integrations (administrators)
My account	Language, display and keyboard shortcuts

Administrators see Office administration; ordinary office users do not. A guest sees a smaller set: the datarooms and folders they have been invited to, without office administration or the general search function.

Search

The search bar at the top searches all datarooms you have access to in one go: by file name, by document content and by clients and matters. Use Ctrl+K (⌘+K) to open it from your keyboard.

Search works across all datarooms; filters limit the result to one dataroom or period.

More about searching and filters: Search.

Notifications

The bell at the top right shows the number of unread notifications. Click it for the list, or open Notifications in the menu. For each type of notification you set whether you want to receive it immediately, daily or only in the application; you do that at the bottom of the notifications page.

The notification centre bundles uploads, requests, messages and deadlines.

Help centre

Help & support opens the help centre with short articles per task, a search field and tours that point out the main buttons. The same explanations, more extensive and with screenshots, are in this manual.

The help centre in the application: short articles and tours per task.

Language, display and keyboard shortcuts

Under My account you choose Dutch or English, set the display and see the keyboard shortcuts. The language choice applies to your account; other users in the same office can see a different language.

Inside a dataroom

A dataroom has its own tabs. Which ones you see depends on your permissions and on the type of dataroom:

Tab	What it is for
Overview	Summary, participants and the latest activity
Documents	The index with folders, numbers and uploads
Exhibits	Numbered exhibit list and export for the court
Document requests	Requests to clients or counterparties
Messages	Messages with participants, per subject
Participants	Who has access, with status and last sign-in
Permissions	The permissions matrix per group
Q&A	Questions and answers (if the dataroom supports it)
Insight	Reading time and activity per group
Signing	Signing requests and their status
Audit trail	The complete log of the dataroom
Settings	Access, watermark, retention, freezing and archiving

Different names per sector

In a legal edition, for example, Documents is called Matter & exhibits and Document requests is called Client requests. It is the same function; the name follows the office’s sector.