Drooms Basics

Get started and learn how to use Drooms data rooms

Getting Started

Drooms Invitation and User Account Setup

Editing Personal Notifications Settings

Editing Personal Profile Data and Settings

Editing Company and Job Data

Editing Security and Privacy Settings

Editing Communication Preferences

Using Drooms

Welcome to the Drooms Home Page

Navigating Projects With a Single Data Room

Navigating Projects With Multiple Data Rooms

Data Room Index Features

Searching and Filtering Data Rooms

Viewing Documents

Printing Documents

Saving and Downloading Documents

Project Details

Translating Documents

Drooms Chat

Signing up for the Drooms Chat

Adding and Managing Contacts

Starting Conversations

Chat functionalities

Sharing Links to Documents or Folders

Using the Q&A

Q&A Introduction

Distribution Role

Redaction

Redacting Documents

Redacting Search Terms

Redacting Terms Matching Sensitive Data Categories

Redacting Selected Document Areas

Batch Redacting Documents

Drooms Intelligence

Using the AI Assistant

FAQ AI Assistant

Using the Tabular Review

Drooms Administration

Read how to administrate your Drooms data rooms

Index and Documents

Uploading Documents

Uploading Files and Folders

Uploading Files via Email

Creating Index Points

Creating Folders

Editing Index Points

Copying Index Points

Moving Index Points

Renumbering Index Points

Approving and Rejecting Index Points

Deleting Index Points

Exporting Index Points

Importing Index Points

Transferring Data

Document Processing Status

Maximum Data Room Size

Locking the Folder Structure

Permissions

Permissions in Detail

Setting Permissions

Comparing Permissions

Copying Permissions

Exporting Permissions

Importing Permissions

Creating Groups While Setting Permissions

Granting Permissions for Shared Documents

Data Room Group View

Users and Groups

Managing Groups and Users

Viewing Group and User Status

Creating Groups and Users

Adding Users to Existing Groups

Adding Contacts to Existing Groups

Resending Invitations

Blocking and Unblocking Groups and Users

Editing Groups and Users

Deleting Groups and Users

Sending Messages

Exporting Groups and Users

Project Settings

Project Settings Setup

Requesting Archives

Freezing and Deactivating Data Rooms

Requesting Contract Termination

Q&A Configuration

Q&A Configuration incl. Distribution

Q&A Setup (Advanced)

Q&A Setup (Basic)

Drooms Company Account

Managing your Drooms subscription plan and projects

Drooms Company Account Details

Ordering a Drooms Plan

Managing your Company Account

Cancelling A Drooms Plan

Reactivating a Drooms Plan

Creating Projects

Drooms Shop & FLEX - Legacy

FAQ

About Drooms FLEX (FAQ)

Billing & Payment Drooms FLEX (FAQ)

Cancellation & Reactivation Drooms FLEX (FAQ)

Data Room Archives Drooms FLEX (FAQ)

Upgrading a Free Trial Data Room to Drooms FLEX

Adding Drooms FLEX Features

Adding Drooms FLEX User Licenses

Reducing Drooms FLEX User Licenses

Booking Data Room Training

Changing Drooms FLEX Ownership

Reactivating Drooms FLEX Data Rooms

Retrying Failed Drooms FLEX Payments

Requesting Drooms FLEX Data Room Archives

Cancelling Drooms FLEX Data Rooms

Drooms Company Account vs. Drooms FLEX

Video Tutorials

Tutorials to enhance your skills. Search through our collection of high-quality educational content.

Using Drooms

How to use the Drooms AI Assistant

Drooms FLEX onboarding – Users

Drooms FLEX onboarding – Admins

How to use the Secure Link

How to use Auto Naming & Auto Allocation

How to upload files and folders

How to translate documents in real time

How to configure your Drooms Q&A

How to configure your data room index

How to set permissions

How to set permissions

The Set Permissions tool allows you to configure detailed user or group permissions in your virtual data room, ensuring information security.

Recommended video tutorials

How to use the Drooms AI Assistant

The AI Assistant helps to deliver instant insights, streamline transactions, and secure your confidential data.

How to set permissions

The Set Permissions tool allows you to configure detailed user or group permissions in your virtual data room, ensuring information security.

How to configure your data room index

This tutorial goes over two simple ways to structure your data room index to best fit your project needs.

Drooms FLEX onboarding – Admins