Speed up Due Diligence with this trick!

Introducing data room templates!

With our new Due Diligence data room template, your team can get an entire data room set up and indexed in less than a minute. Setting up your data room is now faster, smarter and easier than ever before, meaning your team can save time to focus on what matters.

Once your data room and folder structure has been set up, you can import your data from anywhere, so your documents are quickly ready for review.

due diligence folders

Want to use your own templates?

Our annual plans allow you to set up your own custom folder templates. If you have your own Due Diligence checklist and folder structures that you know you’ll want to use again – just get in touch with a member of our support team who will be happy to set them up for you. Setting up a template is an efficient way of duplicating a folder structure across multiple deals and is a great way of ensuring your team all works within the same structure.

No template? No problem

If you don’t want to use our templates, you can drag, drop and upload an entire folder structure from anywhere into Projectfusion where it will be indexed and numbered automatically.

due diligence indexing

To get started with templates, book a call with us today.

due diligence template

If you have any questions or would like a demo of Projectfusion, click here.