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.

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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.

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We offer the highest grade of security and control over data and information whilst improving the efficiency and flow of information

Unmatched security

Safelink supports multi-factor authentication and single sign on. Select authentication policies for each data room and be confident your users have been correctly identified.

Ultimate control

Safelink's flexible authorisation layer polices the visibility of each resource and actions that are available to each user. You have the options of ad-hoc, role-based or rule-based permissions.

256-bit encryption

Safelink encrypts your data before storing it, using separate encryption keys per data room. We cannot read your data as you retain your own encryption keys for each data room.

Find out why our customers love Safelink

  • "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

    View Case Study

  • "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

    View Case Study

CUSTOMER SUCCESS

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