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Charlotte Clark-Wilson

Top 5 mistakes we’ve seen in the data room

We asked Fadim in our Customer Success team for the top 5 mistakes people often make in the data room. Most of them pertain to not using a specific feature, which is why it’s so important you’re aware of them.   #1: Not using SOD – Secure Office Documents As you probably know, we can apply security to PDF documents - you are then informed of who has viewed what documents, along with restricting, saving and printing. But did you […]


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Smart Sort: Stop the drag and drop

What’s your most scarce resource during a transaction? Time. Get straight to the good stuff with self-sorting documents. The AI-powered…


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How our pricing works

Deals are complex enough without the added stress of wondering whether your budget’s going to cover the process. Other data…

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How our pricing works

Deals are complex enough without the added stress of wondering whether your budget’s going to cover the process. Other data…

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Smart Sort: Stop the drag and drop

What’s your most scarce resource during a transaction? Time. Get straight to the good stuff with self-sorting documents. The AI-powered…

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Smart Sort: Stop the drag and drop

What’s your most scarce resource during a transaction? Time. Get straight to the good stuff with self-sorting documents. The AI-powered…

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Smart Sort: Stop the drag and drop

What’s your most scarce resource during a transaction? Time. Get straight to the good stuff with self-sorting documents. The AI-powered…

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Smart Sort: Stop the drag and drop

What’s your most scarce resource during a transaction? Time. Get straight to the good stuff with self-sorting documents. The AI-powered…

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Consumer sector facing headwinds

Download the latest Indicators report   Last year, we noted that Consumer deals were showing a much more subdued outlook,…

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