Navigating projects with multiple data rooms
This article describes the basic navigation in Drooms LIFECYCLE projects containing multiple data rooms. Other than for projects with just one data room, Drooms LIFECYCLE projects feature two navigation levels. Firstly, a primary level for project-wide features and functionalities, including the data room (or asset) overview and selection page, the user management, and batch reports across data rooms. Secondly, a level for each separate data room with data room-specific features and functionalities, like the index, data room-specific reports, etc.
- After signing in to Drooms, select and enter your Drooms LIFECYCLE project on the home page.
- Once you have selected a project, the corresponding name and unique ID will be displayed at the top, together with a sets of tabs for selecting the different functional areas available to you in the project:
- Data Rooms (all users, default selection): Displayed first by default is an overview with all assets, respectively data rooms available to you. To add certain assets to the favourites list at the top, hover your mouse over the asset tile to expand the bottom part up and then mark it with a click onto the little star icon in the top right corner. To enter a data room, select the corresponding tile, or click on the button 'Enter Data Room'.
If you are using the feature transaction readiness check, and have marked certain documents as relevant for your transaction, a green bar will show for each data room the degree of completeness. This allows you to keep track when preparing assets for a transaction. This indicator is only visible for administrators.
- Reports (all users): Provides administrators with full activity history reports about all project-wide actions ever taken in the project (user access, groups, users, project, messaging), allowing to create batch index, permissions, and processing history reports, and index and permissions exports across selected assets. Regular users can create batch index history and potentially batch processing history reports across selected assets.
- Users: Administrators can create and manage groups and users. Non-administrator users may look up their fellow group members, if permitted ('Group Visibility' must be activated by administrators). Otherwise the Users section will not be shown.
- Settings (for administrators) or About (regular users): This section provides administrators with information about the project, enabled features, and access to the project settings, for example the branding functionalities. Regular users can access the project info page.
The available areas and their contents depend on your role within the project and differ for regular users and administrators.
- To switch to another area, click on the corresponding tab.
- Besides, at the top right, between the icons for opening the notifications and the Drooms Chat panels already present on the Home page and project selection overview, another icon ('Downloads') will give access to all of your download files of up to the past 48 h (batch download files and reports you created for the selected project).
With a project selected, the notifications panel will show only notifications concerning the selected project.
When you select an asset and enter the corresponding data room, the secondary asset-level navigation will show the following tabs:
- Documents (all users, default selection): Contains the index with documents, the permissions panel, and the document viewer with further information added to documents, like highlights and notes, questions and answers, metadata, and redaction data.
- Reports (all users): Provides administrators with different graphical statistics about different aspects of data room use, as well as full activity history reports about every single user or administrative action ever taken in a data room. Regular users can track their own group’s activities in all details.
- To switch to another area, click on the corresponding tab.
With an asset selected, the notifications panel will show only notifications concerning the selected asset.
- Click on the project name at the top to return to the superior project navigation level with the asset overview and selection page of the project.
- Click on 'Projects' on the left to return to the Home page and project overview.
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