Contacts tab: all your viewers in one place

Every person who views your documents or data room now appears automatically in the Contacts tab.

What's in the Contacts tab

When someone opens your shared link, they're added to Contacts. No manual entry needed.

You'll see their email, which documents they viewed, and when. All in one place.

From there you can fill in their contact card - name, company, role, notes. Anything relevant to the deal.

Manage your contacts

You can edit and update any contact card as a deal progresses. Keep track of who's who across your data room.

This is useful when multiple people from the same fund or acquirer are reviewing your materials. You see each person separately.

No more digging through analytics to remember who opened what.