Posted by The Team at Mindmatrix on 08 September 2015 03:53 AM | |
Datarooms are professional looking collections of trackable assets that users can send to potential customers. To create a dataroom, go to “Setup”, then “Asset Management”, and “Templates”. In the “Folder” section, click on “Dataroom” and then click on the blue “Create” button. This will bring up the personalization menu. If you wish to turn your template into a survey, select the “Questionnaire” button, otherwise, choose “None”. When you are finished, click “Go”.
This will bring up the “Dataroom” window. Choose a name for your template, and if you wish, a description and set of filters. When you are finished, click “Next”.
If you wish you may also add a thumbnail for your template as well as selecting branding and theming options.
This will open up the “Dataroom Editor” option. The top bar will contain the tools needed to edit the template.
Customizing appearance and SEO options Clicking on settings will open up the “Page Information” window, which will be divided into two tabs, the “Page Setting” tab and the “Meta Information” tab. The “Page Setting tab” will allow you to customize the appearance of a page. The “Meta Information” tab will allow you to customize SEO options.
You can also add Google Analytics or tracking code in the tracking code in the “google script” box, and add Java script in the “page script box
Adding text to your Dataroom To add text or images to your word file, click on the “Add” tab in the menu bar. If you wish to add text, click on the “Text” option.
This will open up the text editor screen.
When you are finished entering in your text, click “Accept”
This will bring up the “Formatting” window, where you can determine what your text box will look like. When you are finished, click “done”. If you wish to edit anything you did in the “Formatting” window, you can click on the text box, and then click on the relevant part of the “Text Object” box.
Adding images, documents, and other assets to your dataroom
To add an image to your dataroom, click on the “Add” tab, and then click on “Image”.
This will open the “Update Image & Link To” tab.
You can make additional edits the “Object Property” box.
You can also add assets by clicking on the “Add Assets” tab.
From there, select the type of asset that you want, and then click close. Changing image layers.
To edit how images overlay one another, click on the image, and then click on an image and then click on the “Layers” tab. This will open up the “Layers Palette”. Click on the image that you want to move, and then click on the alignment tab to move the image further to the front or back. Click on the alignment tab. We recommend that you give each image a distinct name to make distinguishing between them easier.
When you are finished, click on the “x” icon in the upper left-hand corner. The changes you make should appear on the screen.
Putting the finishing touches on your template When you are finished with your template, click “save” and then “next”.
This will give you a preview of what your dataroom will look like. If you are satisfied, click save and close.
A new Call-to-Action (CTA) Button object has been introduced to the Data Room Template Editor. This feature allows you to insert interactive buttons that link to any desired URL, helping you guide viewers through important actions or resources. Key Capabilities
Benefit
This new object gives you more control and flexibility in how you guide users through your Data Room content. |
A new “Copy Link” icon has been introduced for Dataroom assets across both the Asset Library and Dashboard Widgets. This enhancement allows users to copy the Dataroom URL instantly—without needing to preview the asset—making link sharing more efficient.
Navigate to: Assets > Asset Library
Under Dataroom asset type, locate the asset
You'll now see a copy link icon (🔗) next to each Dataroom entry
In widgets displaying Dataroom assets (e.g., “Quick Links”, “My Assets”)
Hover over an asset to see the copy icon appear
Click the icon to copy the asset URL to your clipboard
Instantly copies the Dataroom link to your clipboard
Allows you to paste it in email campaigns, chats, or documents
Supports secure, direct access to the Dataroom if permissions are granted
Sales Reps quickly sharing gated content with prospects
Marketing Teams embedding Dataroom links into email campaigns
Training Managers providing fast access to collateral
Eliminates the need for preview or extra steps
Speeds up asset distribution workflows
Maintains access control while enabling easy sharing