---
title: How to use the Data Room?
description: Do you want to share documents with your investors? Here is a guide on how to use the Data Room - just for you!
---

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# How to use the Data Room?

## Do you want to share documents with your investors? Here is a guide on how to use the Data Room - just for you!

### **1.   Go to the Data Room**

Log in to SeedLegals, and select the **"Pitch"** tab at the top left of your screen. Next, go to the **"Data Room"** tab at the top of your screen

![](https://lh4.googleusercontent.com/7cDZpQvoigztXhCTZsCW0MCzM5h7HWNf9Q4KWEg8hI3D8iTvLi4VSnZgvp_Etk3Js3HvwSQghQAX1ch1nTvHoaxMiQZdI3SlMHg4RqxL825lEwXrvIfV1QeZs0kgF5m7uhxjzK1wGqWRL0BYDBhtJM4)

 

**🤔 What type of documents should I share via my Data Room?**

Depending on the degree of maturity, there may be many documents in the data room, here are some examples:

- Term Sheet, financial forecasts, asset register, management accounts
- Articles of incorporation, shareholders' agreement, customer contracts, investor rights agreements, partnership agreements, market research, marketing materials
- Patents (granted and filed), IP strategy, software license details (you should also list any open-source software that you use), domain name ownership etc.

### **2.   Manage Access rights**

 

The **Access permissions** section allows you to manage user access.

You can add new users by clicking on![](https://lh4.googleusercontent.com/dvAUOlqTg-0CEOEJJzArtFearLEkCGXDHkwf7ezfJF-XDDza-xs7q-_t8_6C7i1YxoiFHQ3-OHDKlQJys6vAgJzh8mEYLjglHyzDu3Wg998awf-gbfQdDG3ukgzx-6hqHD6XzN07s3UPNl92RdEUOeM)on the right side.

Investors you add will be listed under **'Granted access'** and investors who have requested access to your Data Room will be listed under **'Have requested access'**.

 

![](https://lh3.googleusercontent.com/PWUR75uyCV9xL2sWXy3zunybkT-1qPoZVnKKMvSJHFY9KHZVBKIsjIe8SZHKJCnN-ft9D8W6RcTelu0typ548TC2GkNbig4nxzaYQU00l2vv0bvb2Zn_MPagAp8dJJjMjbzGU9HzlfW6oIHyLWDu6Uc)

 

When you add a person, they will receive a "you have been invited to the Data Room" email and the link will direct that person to the Pitch page.

⚠️Your Pitch page must be set to **"Live"** for investors to access it

![](https://help.seedlegals.com/hubfs/image-png-Jun-28-2023-07-23-38-4147-AM.png)

### **3.   Sharing document in the Data Room**

What will be in your Data Room?

- T**erm Sheet**: You can show your Term Sheet or Letter of Intent if you have one (created on the platform)

- **Uploaded documents**: upload documents by clicking on the three dots on the right of your screen. You can also edit or delete it.

![](https://lh6.googleusercontent.com/N4gJK7elXaYV2todUR3L1z5UPINdTmkkeivPPWX85I_A5V8ikV-kdDG-Gn02vO1yuNkTYdwN-PsVGSCjRgmOlgBxXbAjm4It43o1nal9mCKbRSuUckeZIvZKZmbQ0YEIQpgU5BOvGcesxwbCD4j1s0g)

 

"Edit file" will give you the option to rename it and add a description.

![](https://lh5.googleusercontent.com/2jiXnH8i_ldnfcclhLhfpPaZVPs3-LY4QgzHXn4vo9C3ntoKcikMiPT_Aw3ogkYlz3e6T6uZDNMHP69pTU0JBifuq-7aqyTEhvIfKvycaxmPbWc2RSOJV6dm7tjxnRkUW3UI_BkJRIpLdec79D1xr0Q)

 

Small tip: to see what investors see, go to the **Pitch** tab and click on the **"Preview"** button

Then, scroll down your page to see the documents that are in the **''Data Room''**.

 

![](https://lh3.googleusercontent.com/fhZ7eA4bdbmEBb_0G8LmfZ3ZcfdNWYcYGIfXWs-Z6hAu0-T8UCZAsrU9mTgWnADQWU44bDOCIWfDHbTuurKvx26xSil5t-V0y2rUNsH8HLOD7PwqIh0S9a1_d7supudQLT4YRRVZ3XdBdSMlcB-ynyc)

 

If you encounter any difficulty when using the Data Room, do not hesitate to contact the team on the chat at the bottom right of your screen. 😸💬

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