What's New?

We have introduced settings that allow an administrator to restrict who can access to their organization's secure data. Administrators can access the two new settings from their Policies tab.

New settings

1. Restrict access to team rooms to organizational members only.

2. Determine whether anyone or only users registered with the organization can receive documents sent using the Send link feature.

We've updated your activity report format from .csv to Excel (.xlsx). As a Data Room Manager, you can view your report using the integrated Microsoft 365 Online.

Your activity report now tracks more events, including data room creation and deactivation, along with the addition and removal of members.

NEW: Control access to member details

You now have the option to control who can view the name and email address of other members in your Team Data room. The Data Room manager can set this permission at an individual or group level.

Must be activated by your Diligent Support team.

• Permissions in Team Data rooms

• Manage a team room member’s groups and permissions

Request all members of a team data room agree to terms and conditions or an NDA set by you before they can join a Team Data room. The Data Room Manager controls this setting and when activated it is applied to all existing and new members of the team room.

Must be activated by your Diligent Support team.

• Terms and conditions and non-disclosure agreements

• Manage Conditions of access

NEW: Create a board book feature in your Team Data room

Now you can use the file management and sharing capabilities of Secure File Sharing to build your meeting book in your Team data room before securely sharing it to Boards.

UPDATE: Password policy for Administrators

We've aligned the Secure File Sharing password policy to be more consistent with Diligent Boards. This means our security settings are more standardized across Diligent products.

NEW: Edit files that you have shared or files shared with you in Microsoft 365

You can now edit files that are in your Shared with me or Shared by me space in your Secure File Sharing data room using Microsoft 365.

When you are copying or moving a file or folder in your Secure File Sharing Data room you now have the option to create a new folder. This new feature appears as part of the copy or move process.

• Copy files or folders

• Move files or folders

Now you can create a new Microsoft Word, Excel workbook, or Power point presentation from within your Secure File Sharing room. You can securely save the file to your folders and work on it as needed.

Use our new search feature to switch from one document to another within the parent folder, when using Document Viewer in your Secure File Sharing Data room.

We've enhanced keyboard navigation to improve accessibility, making it faster and easier to move about the page.

We've labeled the buttons on our new-look toolbar to clearly identify the action you're taking.

Our Copy and Move feature has had a revamp too. Now when you select items to move or copy, a new side panel opens displaying the destination folders to choose from. You can navigate between folders before you copy or move.

If an identically named item exists in the destination folder a pre-check window will open allowing you to choose whether to update the version, create a numbered copy, or skip the item altogether before you continue.

Move files or folders

To open a file or folder just select the name, it will no longer automatically open when you select elsewhere on the item.