Data room
This is where files go out — to a customer, an authority, a subcontractor. One room per case, with a deadline, and the log shows who downloaded what and when.
Live preview — real view with sample data
M57 · Data room
| Case | Other party | Class | Status | Expires |
|---|---|---|---|---|
| Entry 2 | Routine checked | Done | In progress | 07/06/2026 |
| Record 3 | Service due | Reviewed | Done | 18/06/2026 |
| Item 4 | Defect reported | Open | Reviewed | 29/06/2026 |
| Entry 5 | Handover ok | In progress | Open | 10/07/2026 |
| Record 6 | Re-check | Done | In progress | 21/07/2026 |
Not a screenshot: the same interface you get in production.
What you do here
You create a room, attach it to the other party and upload the files. Anyone with a portal account sees their room right away. Anyone without an account gets a link with an expiry date — and, if you want, a password you tell them over the phone.
A deadline instead of tidying up
Every room and every link expires. That is deliberate: an exchange nobody ends is still open years later. A link never outlives its room. To stop earlier, revoke the link or close the room — both take effect immediately.
What revoking can and cannot do
A revoked link opens nothing any more. Whoever downloaded the file before still has it — it is on their machine. That is why the log records every download: it answers “did they get the drawings?”, and in a dispute that answer is worth money.
Data room or documents?
Documents is the company’s own file: what you keep, with retention periods and full-text search. The data room is the handover: case-based, time-limited, with a recipient. Anything meant to stay gets moved into Documents.
What's inside
- Data rooms
- Data room
- Open links
- Create room
- Close room
- Create link
Fits together with
Other blocks from the same area.
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M08Articles & products
The register of all articles and products – with image, SKU, category, variants, price, stock and supplier.
M09Tasks
Tasks are the "who does what by when" across all areas – as a kanban board by status or as a list.
M10Surveys
With Surveys you build your own questionnaires with pages, media and branching, decide how anonymous responses are and how participants get in, and distribute them internally or by link. Responses form a history; thresholds raise alerts.