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.

1. After signing in to Drooms, select and enter your Drooms LIFECYCLE project on the home page.

1. On the left you will find the primary vertical navigation menu with the different project-wide sections available to you.

1. To switch to another section, click on the corresponding icon in the left navigation menu.
   

The available sections and their contents depend on your role within the project and differ for regular users and administrators.

The primary left navigation menu offers following sections for projects with multiple data rooms:

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1. Data Rooms (all users, default selection): First is an overview with all assets, each with its own data room. To add certain assets to the favourites list at the top, hover your mouse over the asset tile to slide to expand the bottom part it up and then mark it with a click onto the little star icon in the top right corner.
   

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, how complete it currently is. This allows you to keep track when preparing assets for a transaction. This indicator is only visible for administrators.

To enter a data room, select the corresponding tile, or click on the button 'Enter Data Room'.

1. 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.
   

1. Users (administrators only): Administrators can create and manage groups and users and their permissions to access data rooms as such.

1. Gear Wheel (for administrators) or Info icon (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.

When you select an asset and enter the corresponding data room, the secondary asset-level left navigation menu will show the following sections:

1. Data Rooms (all users): With a click you leave the data room and return to the superior project navigation level with the assets overview.
   

1. Data Room (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.

1. 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.

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