Skip to main content

​
What is a room

Rooms are collaborative spaces where your team and external partners work together. A room combines what used to be called “datarooms,” “projects,” and “workspaces” into a single place for:
  • Documents and files
  • Pages built with the Doc Editor
  • Tasks and checklists
  • Forms and submissions
  • Published reports and share links
Rooms live inside an organization. You add members to a room and control what they can see or edit.

​
Create a room

1

Open Rooms

Go to your organization and open Rooms.
2

Create room

Click New room and enter a name and optional description.
3

Invite members

Add teammates or external partners. Choose their role (view or edit).
Tip: You can create a room from common workflows like due diligence, board updates, or vendor onboarding.

​
Room structure

Every room follows the same structure so teams always know where to go.
  • Overview: Key details, recent activity, and quick links
  • Documents: Files and pages (Doc Editor) organized in folders
  • Tasks: Kanban-style board to track work
  • Forms: Published forms and submissions scoped to the room
  • Reports: Branded, view-only pages you can send and track
  • People: Members, roles, and invitations

​
Documents and pages

Documents include uploaded files and pages created with the Doc Editor.
1

Upload or link folders

Use Documents to upload files or link an existing organization/unit folder.
2

Create pages

Click New page to open the Doc Editor for notes, updates, or templates.
3

Organize

Drag to move files/pages. Use folders to keep things tidy.
Permissions inherit from linked folders. See File management for details.

​
Tasks

Use the Tasks board to plan and execute work inside the room. Tasks support sections/stages, drag-and-drop, and quick adds.
1

Add stages

Create columns for your workflow (e.g., To do, In progress, Done).
2

Create tasks

Use the inline add field in a column.
3

Reorder

Drag tasks or stages to reprioritize.

​
Forms

Attach existing forms or create new ones for data collection (e.g., onboarding details, document requests).
  • Publish a form to make it available
  • Members submit once or update if allowed
  • View recent submissions in a side drawer
See Forms for building and publishing forms.

​
Reports

Share branded, view-only updates. Reports are pages built with the Doc Editor, emailed to contacts with engagement analytics.
  • Draft in the editor; send to contacts or lists
  • Track delivered, clicked, and viewed
  • Sent reports become read-only for consistency
See Reports to learn sending and analytics. Use Doc Editor for content basics.

​
People and access

Manage who can see and edit content in the room.
1

Invite members

Open People and click Invite.
2

Set roles

Choose Viewer or Editor depending on access needs.
3

Remove access

Revoke access from the People tab at any time.
Linked folders inherit permissions from source locations. When in doubt, check the source folder’s sharing settings.

​
Payments (coming soon)

Collect payments inside a room for services or requests. Integrations will use Stripe Connect for payouts and item pricing.

​
Frequently asked questions

Rooms merge those concepts into one place with unified navigation for documents, tasks, forms, and reports.
Yes. Invite them to the room and assign viewer or editor roles.