Resource Center

Digital Rooms

Everything you need to know about digital rooms. Browse curated guides, step-by-step walkthroughs, and reference material.

Demo 1 of 4Interactive demo

How to create a Digital Room

A Digital Room is a shared, secure workspace for one client, project or department, with files, chat and documents in one place instead of scattered across email threads. Everyone sees the same up-to-date material, external partners get access without extra systems, and you stay in control of who can see what. Follow the guided walkthrough below at your own pace.

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Demo 2 of 4Interactive demo

How to create a Digital Room by cloning an existing one

Reuse a room you have already set up as the starting point for a new one. Cloning copies the structure so you only need to adjust the details, which saves time when you run the same kind of project or client setup again and again.

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Demo 3 of 4Interactive demo

How to track activity in a Digital Room

See where activity is logged and how to follow what your team and clients are doing in a room.

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What the invited contact sees in the Digital Room

See the Digital Room from the invited contact's side after they accept the invitation. The contact gets the same shared workspace you do: they can open and read the files and documents you have shared, follow what is happening in the room, and communicate with you directly in the chat instead of over scattered email threads. They can also contribute to the room itself by uploading their own files and links and adding content, so the room becomes a shared working space rather than a one-way portal, while you keep control of who has access.

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