Sending files to Data Room

The integrated experience of Data Room and Boards features greater control and security when managing sensitive files. This topic explains how to send book content to Data Room and notify directors via email with a link to the shared files.

1. From the Current Books hub, select the More options icon at the end of a book's row.

   Alternatively, from the Book editor, select the More options icon on the top-right of the page. A dropdown menu appears.

2. Select Send to Data Room. You'll be taken to the Content Selection page.

   Note

   If this option does not appear in the dropdown menu, you do not have access to Data Room. Contact your Customer Success Manager for assistance.

3. Specify the book content you want to send by selecting the radio button next to one of the following options:

   • Entire Book: all sections in the book that contain files will be shared. The shared book contains a table of contents that corresponds to the book tabs.

   • Page Range: shares a set of book pages within a specific range. You'll enter the beginning and ending page numbers of the range in the From and To fields that appear.

   • Tabs and Files: all content in a book tab or subtab will be shared

4. Select Continue.

5. View the Destination in Data Room where the book content will be sent. By default, files will be sent to a new Boards Exports folder in your personal data room. To choose a custom destination, select Change location.

6. Select Confirm and continue.

7. You have the option to generate a link to the shared files in Data Room and send the link via email to any recipients. Select Send Link to proceed with this option.

8. Select the Security level and Recipients of the file link. You can move down the page to add additional options, such as a message for recipients or a watermark to protect documents.

9. Select Confirm and send. The book content is available in Data Room and the file link is sent to recipients via email. For more information, see Accessing Data Room.