We've nearly completed uploading all of our Company's due diligence content into a series of folders. What's the best way to manage the invitation and access of the many reviewers of this content? Do we create separate folders/groups for each party? Is there a good Box Support 'how-to' link for this? Any/all help is greatly appreciated!
Question
'Best Practices' for inviting prospective investors to a Box VDR (virtual data room)?
Hi Scott,
Welcome to Box Community and glad to help!
You can invite them as collaborator to your file or folder with different permission levels or you can just grant them a previewer access by simply creating Shared Links.
For more detaills, feel free to visit these articles:
- Inviting Collaborators
- Understanding Collaborator Permission Levels
- Creating Shared Links
- Shared Links Frequently Asked Questions
Hope it helps! Let us know if you have questions.
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