• How do I set permissions?

  Managing user permissions in your data room is essential for keeping information secure and workflows running smoothly. Users are organized into groups, and permissions are applied at the group level, so everyone in a group has the same access. Permissions control what actions users can take in the room, such as viewing files, editing documents, creating requests, or accessing specific data. By managing these settings carefully, you can ensure the right people have the right access while keepingPopular

• How do I add members?

  Adding members to a data room is simple when your permission groups are properly set up. At FirmRoom, we recommend ensuring that each group has the appropriate permissions before adding members. In this article, we'll walk you through the steps to add a user. For more guidance on building out permissions, see this article: How to set Data Room permissions. Navigate to the Permissions tab in the top navSome readers

• How do I set an NDA?

  In FirmRoom, you can require members to sign a Non-Disclosure Agreement (NDA) before they can access a room. This is a critical feature for ensuring compliance and protecting sensitive information. This article outlines how to enable the NDA requirement and how to customize the agreement's terms. Enabling the NDA Requirement To activate the NDA requirement for your room: Open the room and click the Settings tab in the top menu. In the left-hand menu, select Non-DisclosuSome readers

• Can I import a folder structure from Excel?

  Importing a folder structure from Excel is only available if you're an admin. If you are starting with a blank room, we suggest importing this way. Go to your Settings Room template and select Download template example. Format the list of folders following the formatting in the template. The first tab "folders" will be for your Data Room structure. Formatting FoldersSome readers

• How do I set up a staging folder?

  How to Create and Use a Staging Folder in FirmRoom An important aspect of successful M&A deal-making involves thoroughly reviewing and controlling documents uploaded from your team before sharing them with potential buyers. In FirmRoom, one way to accomplish this is to create a "Staging Folder". What is a Staging folder? In general, a staging environment is an M&A best practice whereby folder structures and files can be easily organized, reviewed, and renamed in the data room before theyFew readers

• How to Create a Subscription from a Trial

  Upgrading from a trial to a subscription takes just a few simple steps. Use this article as a guide to walk you through the process. Step-by-Step Guide: Navigate to Settings: Once you're logged into FirmRoom, click the Settings tab in the top navigation bar. Access Billing: In the left-hand sidebar under the Settings menu, click Billing to access the plan selection page. (https://storage.crisp.chat/users/helpdesk/website/-/5/e/4/b/5e4b6de79838d800/screenshot-2025-07-14Few readers