Hi Woody, we are just now looking at setting a data room for Suncoast. To confirm, only the people we sent the link to can view the data room, is that correct? (Reminder that we don't use the automation functions to send emails if that makes a difference.) Thx!
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To define viewing permissions, you can add users under "Limit" and they will need to confirm their emails to view the file, preventing them from freely sharing the link. The "Allow All" option allows anyone to view the files, but they will need to enter their name and email to create a person in your directory. The other two options only require an email corresponding to the user's email you've invited. Changing permissions does not automatically send emails, but you can achieve this by giving permission to contacts in a pipeline stage and adding an email template with the link to the data room.
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