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Data Room

See how to use the Data Room to manage due diligence documents securely for investors

  • What is the Data Room?
  • How do I upload files and manage them?
  • Once I have uploaded my diligence, do I need to save it for it to go into effect?
  • If I provide information on major tenants, financials and data room files, does the security access govern all three together?
  • Can I create my own folder structure?
  • How do I use the Data Room?
  • Why is “Public” listed as an option under the Secure Information section?
  • Does Data Room information display on CoStar, LoopNet or both?
  • I see there is a prompt to tag files, is this required?
  • How do I secure and view leads?
  • How does the Data Room work exactly for investors navigating CoStar or LoopNet?
  • What is Level 2 Access? How does it differ from the “Access” column?
  • What are the primary features of the Data Room?

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