How to organize your virtual data room with a data room index
PandaDoc
APRIL 29, 2024
Start with a main category of documents and create a folder; Limit the number of top tier folders to allow for faster scannability Tag documents with metadata Assign access permissions An integral part of setting up a data room is assigning access permissions. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy.
Let's personalize your content