12 . 07 . 2019

About us How FORDATA Data Room Works?

12 . 07 . 2019

FORDATA Team
What will you find in this article?

Are you interested in how the VDR project works in FORDATA? What is our secret of delivering excellent customer service? We have previously written about FORDATA outstanding customer service HERE. In today’s entry, I would like to familiarize you with the stages of the project supported by the FORDATA VDR system.

Start of the project

Five stages of the project

  1. Data Room configuration, according to the client’s preferences and sending access to the customer
  2. uploading documents\
  3. creating groups and assigning access rights
  4. creating user accounts
  5. sending invitations to external users (Go-Live project)

Data Room configuration in accordance with the customer's preferences

  • system personalization
  • watermarks personalization
  • logging out time
  • the amount of NDA acceptance
  • automatic numbering and much more

Providing Data Room to the client

only authorized people

Training and kick-off meeting (teleconference)

  • presentation of key system functions, including the best VDR management practices
  • presentation of trading methods
  • share of responsibilities in the project (client vs #FORDATAteam)
  • will Fordata be in charge of uploading documents, how will they be transferred?
  • will Fordata be in charge of maaging Data Room for the client?

Uploading the basic set of documents

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