A virtual dataroom is a great way to share documents with clients and partners. However, the VDR can also come with other, usually customizable functions that can streamline processes and improve the way teams collaborate and communicate.

Security measures are among the most essential features. A secure platform will include multiple layers of security that are in place to keep your online files secure. Look for certifications like ISO 27081, which has one of the highest security standards in the business.

Another important feature is the capability to alter permissions for certain groups of users. You may want to limit access to specific folders, or specific types of document but allow other users full access. Some providers also provide the option to add watermarks to uploaded files, preventing duplicate copying and sharing. The detailed activity reports will show who accessed what and when, as well as for how long. This can help you monitor activity.

You’ll need a robust search feature that can detect complete and partial matches in all directories and files that are uploaded. Some providers also employ optical character recognition (OCR) for images and PDFs to further limit searches. A robust search feature is vital for navigating large, unorganized file structures. It also helps to avoid costly errors like losing or deleting documents.

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