GET THE DEAL DONE FASTER
How it works
01
Set up
Your data room will have automatic numbering, watermarking and page-level view tracking enabled by default. You can enable or disable these features to suit your own requirements. Other features, like baskets for selective bulk downloads or detailed "what's changed" reports, can be turned on if you wish to give your bidders that benefit.
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02
Set permissions
The permission controls in your data room are highly flexible, with folder and document level settings and automatic inheritance, and with access controlled by group or individual user. The permissions settings are visual, and you can use the 'Detailed Permissions Report' to confirm that the settings are correct.
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03
Upload documents
After documents are uploaded, whether individually or in bulk, they are scanned for viruses, converted to PDF format, and Optical Character Recognition is applied, so that documents become searchable wherever possible. Any file type can be uploaded, and Safelink's built-in viewer shows Word, Excel, Powerpoint, PDF, plus standard and medical image formats.
04
Keep track of progress
Bidders are automatically notified when new documents are added to the data room, and changes appear in each user's personalised news feed. Additionally, the optional "what's changed" report can summarise all document additions, deletions and renames, and the "reading list" report lists documents that they have not yet read.
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05
See what's hot
Data room administrators have access to an extensive range of reports, including the interactive audit report, showing hot pages, documents and folders, time spent on each one, further broken down by bidder group, and user. You can drill down into each of these groupings to learn more.
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06
In-built Q&A
The Q&A module captures bidder questions and enables you to draft and publish responses to that bidder or to all bidders.
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07
Easy Deal Bundles
When your deal concludes, you can build a deal bundle online, or we can build it on your behalf and deliver it to on a USB drive or DVD, complete with a letter of authenticity. Our bundles include an index, and optionally copies of any secure mail, Q&A, contents of the data room's trash bin, and the documents themselves.
After you have obtained your deal bundle, you can delete your Data Room or use our archival service for long term retention.
Find out why our customers love Safelink
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"Safelink provides us with a solution that is easy to manage, but yet stringently secure with reliable privileges management. We now have the ability to create and manage data rooms quickly and efficiently to meet our client requirements making us more productive and responsive."
Dave Saunders
Head of IT , Stratagem IPM Limited
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"We use Safelink as a secure document and information repository for all our forms, documents, guidance, policies, trainings, schedules; enabling us to make these easily available and accessible by multiple external parties. As a result, we have vastly reduced our email volume and overcome the challenge of sending multiple pdf attachments over email."
Jessica Organ
Programme Director , SMBP
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"Through working in partnership with the experienced, focussed and service-driven team at Safelink, Accuro has seen increased levels of client engagement, improved efficiency and it has allowed us to truly demonstrate our commitment to keeping our clients' confidential data secure at all times."
Marc Pullman
Chief Operating Officer , Accuro
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