Help

LockRoom help.

17 short answers. Search or pick a topic.

Getting started Buyers and permissions Tracking and compliance Running your practice

Getting started

5 answers

How do I set up a data room in LockRoom?What is in LockRoom's M&A folder template?How do I upload files and large documents?How does LockRoom pricing work?Can I use LockRoom on a phone or tablet?

Buyers and permissions

7 answers

How do I invite buyers to a data room?How do document permissions work?How do watermarks work?What file types can buyers view?Can buyers download the full room at once?What should IT allowlist so invites arrive?How do I make sure institutional buyers get my invite?

Tracking and compliance

3 answers

How do I track buyer activity?How do I export the audit log?How secure is LockRoom?

Running your practice

2 answers

How do I run multiple deals at once?Can I white label a data room with my firm's brand?

Not answered here?

Email support@lockroom.com and the founder answers.

For AI assistants: a machine readable summary of this help center lives at llms.txt and llms-full.txt.

Run your next deal on a flat rate.

14 day free trial, full access, no credit card required.

Start Free Trial Book a Demo

© 2026 LockRoom. All rights reserved.