FAQs

Here are a few of the top queries you may have.

How do I contact customer support?

Contact our Customer Support Team by email on support@diligent.com or by phone using one of the contact numbers listed on our support page.

What is the Diligent privacy policy?

Our privacy policy can be accessed here.

I want to update my password.

You can update your password by going to your profile in Data Room. However, to complete this you must know your current password.

How do I create a new folder?

Go to the toolbar and select + New from the toolbar on your dashboard. For more information, go to Create a new folder.

How do I upload a file?

Go to the toolbar and select + New, from the menu select File upload. For more information, go to Upload files and folders.

Where do I register my mobile phone number?

Select your profile from the tool bar and select Profile from the menu. Go to Mobile phone and select Change. The Add or change mobile number dialog opens. For more information, go to Register my mobile phone number.

Can I send a file to an unregistered person to review?

Yes, you can send a link to an unregistered user so they can review the item- - unless your organization has a restriction. Alternatively, you can and share it with a registered user or aData Room member. For more information go to Send a link.

I sent a link to someone by accident, can I stop them from seeing the file?

Yes, you can revoke a link to remove access. For more information go to Revoke a link.

Can I share a folder with others?

A folder can be shared with another registered user in your organization by following the steps described in Share a folder

How do I add someone to our Data Room?

Members of a Data Room do not have to be registered with your organization and they can easily be "invited". Each person will utilize a Data Room license unless they are a member of another Data Room. You will need to ensure you have sufficient licenses for all members. For more information go to Add new Data Room room members.

I want to see who has been editing or opening my files.

There are a few ways to check what actions have been taken on a file by you or others. You can track activities on the details of sent links, check the history of a file or folder, and also by creating an activity report. For more information go to View activity in files and folders

Can I stop someone from editing a file in our Data Room?

Yes, by setting the permissions and groups they're assigned. These can be changed at any stage by the Data Room Manager or any user assigned Manage Members permissions. For more information go to Manage a team room member’s groups and permissions and Permissions in Team Data rooms.

FAQs Organization Admin

Here are a few queries you may have as an Organization admin.

How do I delete a user who has left the company?

Completing all the necessary steps when someone has left the company is really important to ensure all data remains secure. They will need to be "off-boarded" by deleting and blocking them so they no longer have access to files or folders. This should also be communicated to any Data Room users they may have collaborated with. The steps are covered in Off-boarding process and we strongly recommend that it is undertaken as soon as possible to maintain security.