All Collections
Data room settings
General settings of the data room
General settings of the data room

Learn how to adjust automatic document and question indexing, change the project name and add the administrator's contacts

Updated over a week ago

In the General settings, project administrators can review and edit the basic settings.

Here you can:

  • Change project name.
    The project name can be up to 50 symbols, excluding \ / : * ? " < > |

  • Update project link.
    Your project link automatically reflects the project name, but you can alter it if needed. iDeals domain and unique data room identifier cannot be changed.

  • Add the project administrator's contacts.

    These details can be useful in addition to iDeals 24/7 customer support if you would like to support the users from your end as well.

  • Check the server location where the project data is stored.
    It is not possible to change the server for the existing project. To store your data in another location, create a new data room and select another location.

  • Enable or disable automatic document indexing.
    The automatic document indexing option will be useful if your structure is not indexed yet. It should be switched off before uploading an already indexed structure so that files and folders can be sorted by their own names.


Learn more in the related articles:

Did this answer your question?