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Dynamic watermarking, document analytics, self-destructing files, data room activity notifications, time-based document access, seamless integration with cloud storage, and specialized financial document protection.
Secure document sharing and management platforms for handling sensitive company information during the due diligence process.
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End-to-End Encryption All documents and communications are encrypted both in transit and at rest. |
Product explicitly states encryption for documents at rest and in transit on marketing and security pages. | |
Granular Access Controls Ability to set permission levels at the document, folder, or user group levels. |
Granular access permissions and role-based controls highlighted in documentation and feature list. | |
Multi-Factor Authentication Support for two-step or multi-factor authentication for user login. |
Multi-factor authentication is listed as a core security feature on Digify support and marketing pages. | |
Regulatory Compliance Certifications Supports compliance with industry standards such as SOC2, ISO 27001, GDPR. |
Digify site states compliance with SOC 2, GDPR, and offers documentation on compliance and certifications. | |
Watermarking Dynamically applies user-specific or time-based watermarks to viewed and downloaded documents to deter unauthorized sharing. |
Dynamic user-based watermarking frequently highlighted across product marketing and help articles. | |
Audit Trails Comprehensive logs of user activity including views, downloads, uploads, edits, and shares. |
Comprehensive audit trails described under security and reporting features. | |
Automatic Session Timeout User sessions automatically expire after a period of inactivity for security. |
Automatic session timeout (auto-logout) is configurable in settings according to help center documentation. | |
Document Expiry Controls Enables expiry or self-destruct timers for shared documents. |
Document expiry and self-destructing files are a highlighted feature. | |
Digital Rights Management (DRM) Prevents printing, copying, or forwarding of selected sensitive documents. |
Prevention of printing, saving, forwarding, and downloading is a core Digify DRM function. | |
Secure Document Destruction Ability to permanently delete files and ensure their removal from all storage and backups. |
Files can be set to self-destruct; permanent deletion from backup and storage is discussed under secure deletion section. | |
Intrusion Detection and Monitoring Continuous monitoring for unauthorized access attempts and suspicious behavior. |
Digify continuously monitors document access and alerts on suspicious activity. | |
Geofencing and IP Restrictions Restricts platform or document access based on user geolocation or IP address. |
No information available |
Folder Hierarchy Support Creation and nesting of folders to mirror deal or company structure. |
Product supports creation and management of hierarchical folder structures. | |
Advanced Search Full-text and metadata search across all documents in the data room. |
Describes full-text search and metadata search capabilities in product guides. | |
Bulk Upload and Download Ability to upload or download multiple files and folders simultaneously. |
Bulk upload and download functionality clearly described. | |
Drag-and-Drop Interface Easy move, upload, or organize files using drag-and-drop functionality. |
Drag-and-drop for document management/organization demonstrated in product demo videos. | |
Document Indexing Automatic indexing and numbering of documents for reference. |
The system auto-indexes uploaded documents for management. | |
Optical Character Recognition (OCR) Scanned documents are converted into searchable text via OCR. |
OCR capability is advertised as standard for scanned PDF/text documents. | |
Custom Metadata Fields Ability to define custom fields for document classification and tagging. |
Custom metadata fields and tags available for document classification (site documentation). | |
Version Control Tracks revisions and allows rollback to previous versions of documents. |
Versioning is provided for document control, showing edits and rollback options. | |
Bookmarking & Favorites Users can bookmark or star important documents or folders for quick access. |
Bookmark and favorite features available for quick document access. | |
Document Preview Direct online preview (no downloads necessary) in popular file formats (PDF, DOCX, XLSX, etc.). |
Provides instant online previews for PDF, Office formats, images, etc. |
Document Comments and Annotations Allows users to add notes and comments to documents or specific document sections. |
Document comments and annotations are supported for collaboration. | |
Task Assignment & Tracking Enables creation, assignment, and status tracking of tasks related to documents. |
No information available | |
Integrated Q&A Modules Structured question-and-answer flow between investors, target companies, and advisors. |
Q&A modules for investor-target dialogs featured as part of data room workflow. | |
Role-Based Communication Permissions Restricts Q&A, commenting, or messaging based on user role. |
Role-based permissions on communication modules according to user management documentation. | |
Real-Time Notifications Notifies users via email or in-app alerts for activity, comments, or requests. |
Activity-based real-time notifications (share, view, comment) are product highlights. | |
Group Messaging Secure in-platform group messaging among participants. |
No information available | |
Meeting Scheduling Integration Link with calendar and scheduling tools for meetings or calls. |
No information available | |
Discussion Threads Create threaded discussions around documents or issues. |
Threaded discussions around documents noted in collaboration tools section. |
Role-Based Access Create and assign roles (e.g., admin, investor, advisor, uploader) with configurable permissions. |
Detailed roles (admin, viewer, contributor, etc) with distinct permissions. | |
Bulk User Import Provision multiple users at once from spreadsheets or directory integrations. |
Bulk user import from spreadsheets and user directory is supported. | |
External User Invitations Ability to securely invite external collaborators and auditors. |
Secure external user invitations (including auditors) are standard workflow features. | |
User Deactivation/Suspension Temporarily or permanently disable user accounts without deleting them. |
Users can be deactivated or suspended instead of deleted. | |
Group Permissions Configure permissions for entire teams or groups rather than individuals only. |
Permissions can be managed at the group/team level. | |
Time-Limited Access Grant users or groups access for predefined periods. |
Time-limited (expiring) access links are explicitly described. | |
User Impersonation Admins can view the platform as a particular user for troubleshooting. |
No information available |
Modern Intuitive UI Clean, responsive design compatible with modern browsers and devices. |
Relatively modern, clean and responsive UI experience (based on site demos/UX reviews). | |
Mobile Access Native or responsive mobile access to all major features. |
Mobile-optimized interface and app access described. | |
Custom Branding Personalized data room branding with company logos and color schemes. |
Custom branding with logos and color themes supported as part of onboarding. | |
Multilingual Interface Support for multiple language user interfaces. |
Supports multiple languages as per product and support documentation. | |
Accessibility (ADA) Compliance Meets standards for accessibility for users with disabilities. |
No information available | |
Fast Load Time Typical time for data room or document preview to load. |
No information available | |
Onboarding and Help Guides Integrated, interactive onboarding and context-aware help. |
In-product help guides and onboarding tours included. |
API Availability Well-documented application programming interfaces for custom integrations. |
API documentation is available as per integration menu and support center. | |
Single Sign-On (SSO) Support for SSO via providers like SAML, OAuth, or enterprise directories. |
SSO support (SAML, Google OAuth) listed as an enterprise feature. | |
Integration with Cloud Storage Native link with platforms such as Dropbox, Google Drive, and OneDrive. |
Integrations with Dropbox, Google Drive, and OneDrive are promoted as a major advantage. | |
Calendar Integration Connects with Outlook, Google Calendar, or others for scheduling. |
Calendar integration for meeting scheduling, via Google and Outlook, is described in feature list. | |
Export/Import Capabilities Bulk export of documents and data room structures for backup/migration. |
Bulk export/import of documents and data room structures available. | |
Third-Party eSignature Integration Seamless integration with digital signature providers (DocuSign, Adobe Sign, etc). |
eSignature integrations (DocuSign, Adobe Sign) are explicitly listed. |
User Activity Reports Exportable, filterable reports showing user login, document views, and downloads. |
Exportable user activity and audit reports are available for admins. | |
Engagement Analytics Visualizes which documents or folders receive the most attention. |
Engagement analytics with reporting on document/folder attention is available. | |
Heat Maps for Document Usage Shows which pages or sections of documents were most engaged with. |
Heat mapping on document usage is highlighted in analytics section. | |
Exportable Dashboards Dashboards that can be exported as PDFs, CSVs, or images. |
Exportable dashboards as PDFs or CSVs are described in the reporting guides. | |
Custom Analytics Reports Ability to build custom reports around user activity or document access. |
Platform allows custom analytics reports around user and document activity. |
Concurrent User Support Number of users that can access the platform at the same time without performance degradation. |
No information available | |
Maximum File Size Largest single file that can be uploaded or previewed. |
No information available | |
Maximum Data Room Size Total storage capacity per project or data room. |
No information available | |
Uptime Guarantee Service Level Agreement uptime metrics. |
No information available | |
Document Preview Speed Average or 99th percentile time to render a preview of a typical document after click. |
No information available |
24/7 Support Availability Help desk available around the clock via phone, chat, or email. |
24/7 support listed for paid plans, including live chat and email. | |
Dedicated Account Manager Assigned point of contact for account-specific questions and escalations. |
Dedicated account managers available for enterprise/priority customers. | |
Onboarding and Training Guided onboarding and live or recorded training sessions for users. |
Personalized onboarding and user training via webinars and video guides. | |
Knowledge Base Access Comprehensive help articles, guides, and FAQs. |
Comprehensive online knowledge base is accessible to all customers. | |
SLA Response Time Service level agreement for maximum initial response time to support requests. |
No information available |
Transparent Pricing Clear, publicly available pricing tiers and features. |
Clear tiered pricing is available directly on the website. | |
Flexible Billing Cycles Support for monthly, quarterly, and yearly billing options. |
Flexible monthly and annual plans are offered to all new customers. | |
Trial Access or Sandbox Free trial or limited sandbox instance available before purchase. |
Free 7-day trial available for new users; no credit card required. | |
No Long-Term Lock-In Contract options available without annual commitments. |
Month-to-month billing means customers have no long-term lock-in requirements. | |
Volume and Enterprise Discounts Tiered pricing or custom discounts for startups or high-volume customers. |
Special pricing for startups and high-volume customers noted on pricing and FAQ pages. |
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