a year ago
Data room usability enhancements
What's new?
Admins can now download data rooms, update access permissions, and view a complete activity log to see who is viewing files stored in your data rooms.
What's important or valuable about this change?
- Download data rooms. You can now download each data room as a zip file and maintain the folder and file structure, allowing you to share these files with anyone who doesn’t have access to Carta.
- Update access permissions. Review and update who has access to a data room. You can easily remove access from anyone you previously invited to a data room with, whether they accepted the invite or not.
- View an activity log. See a history for each data room, folder, and file, including views and downloads. This is especially useful if you have shared a data room for due diligence with potential investors because you can gauge their interest.
What do I need to do?
To download a data room, navigate to the menu on the right side of the data room and click Download.
To update access permissions, navigate to Manage data room > Manage sharing. You can see who the data room was previously shared with and can remove their access.
To view the activity log, navigate to the menu on the right side of the data room and click View activity.
This can also be done at the folder or file level, showing a filtered list depending on where the activity log is accessed from.
How do I learn more or get help?
For more information, visit our support site.