A Simpler Way to Request Archives

Deal Managers can now request and configure archive deliveries directly from within the data room. The new self-service experience provides greater visibility throughout the process and reduces the need for manual coordination when preparing archive deliveries.

Guided from Start to Finish

Archive requests now follow a clear step-by-step workflow, making it easier to understand available options, review included content, and confirm delivery requirements before submitting a request.

Benefits include:

• Greater confidence when configuring archive requests.
• Better visibility of what will be included in the archive.
• Reduced risk of missing information before submission.

Choose the Delivery Method That Fits Your Needs

Users can select the archive delivery option that best suits their requirements:

• Secure archive links for fast digital delivery.
• Physical USB deliveries for situations where offline access is preferred.

Additional delivery preferences can be configured directly within the request process.

Improved Visibility of Archive Activity

The new Archives area provides a centralized view of archive requests submitted for the data room, making it easier to review previous requests and track archive-related activity.

This helps teams:

• Maintain a clearer history of archive requests.
• Reduce duplicate requests.
• Access archive information from a single location.

Additional Improvements

This release also includes enhancements to permissions management, Smart Q&A, security, and overall platform stability to support a more reliable user experience.