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A well-organized virtual repository is essential for every business whether you’re pitching investors, closing an M&A deal or sharing data with partners. Investors don’t have the time to search through a messy dump or deal with inconsistently formatted documents. They’re looking for a tidy professional presentation of their sensitive information that is easy to browse on any device.

To improve your workflow and provide third parties with the most up-to-date and accurate information Follow these best practices for your online repository:

Uploading and Organizing files

Utilize operating procedures to determine what documents belong in the VDR and how they are named. Having consistent naming and folder structure helps to organize and locate documents. Tags and metadata provide context to documents and facilitate search and filtering.

Permission Settings

Set permissions for various types (admins, corporate employees investors, clients etc.). to stop unauthorized access and improve the security of the repository. Fence view mode is a fantastic feature if you have highly confidential or sensitive information. It prevents users from downloading documents, printing them, saving them, or even taking photographs.

Monitoring Activity

Create reports that can be customized to be delivered to project managers regularly. For instance, FirmRoom provides reporting that includes detailed document analytics making it easy for teams to monitor user engagement with the repository. This will allow for better follow-up as well as improved communication with users and other stakeholders.