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Manage who is enjoying what – You’ll need to configure views and access privileges so that everyone is able to see the facts they need. You don’t want to overload your details room with irrelevant papers. It’s also a very good idea to save several documents at a later time so that your traders can review them again once you close the deal.
Rename and sort files – You need to rename your documents so that they can become sorted by their articles. This helps users find specific documents quickly. Similarly, you should rename your folders and files so that they can always be viewed by simply all parties.
Watermark and period stamp them – These are important protections for hypersensitive business facts. They assist in preventing accidental leaks of confidential information.
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