Microsoft 365 Data Room
Deliver secure sharing with partners
using SharePoint or Teams
Simplify sharing Microsoft 365 applications & information with clients & partners.
Overview
Confidential document exchange made simple & secure with Microsoft 365
Whether it’s clients exchanging tax returns with financial planners, entrepreneurs sharing business plans with VCs, or law firms managing M&As, the need to securely collaborate on documents is commonplace.
Our secure data room solution, allows for the storage, sharing, and management of sensitive information with external parties – all while leveraging your existing Microsoft 365 infrastructure.
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BENEFITS
The benefits our Microsoft 365 data room solution
Build on your investment in Microsoft 365
Our Data Room solution simplifies Microsoft security processes, enabling enterprises to take advantage of secure sharing at scale in Microsoft 365 with confidence.
Efficient guess access permissions management means clients only see the content they’re allowed access to.
Moreover, the process of inviting guests to share can be delegated to business users, alleviating IT overheads.
Streamline & secure document exchange
Our Data Room supports multiple and diverse interaction and transactional needs, including:
- secure file upload & download
- document co-authoring
- metadata & foldering
- instructions to participants
Modern reporting and visualisation tools can also be deployed to track user activity and monitor the use of the data room.
Meet the security needs of your IT team
IT involvement at the outset allows administrators to oversee permission structures and confidently delegate user management to business users who in turn can ‘own’ the audience relationships.
For added security, sensitivity labels can be applied to documents, for example, mandating Multi-Factor Authentication for access if necessary.
FEATURES
What to look for in a data room system
Easy for non-technical users.
Uses standard Microsoft 365 security groups.
Flexible onboarding: direct invite, self-registration & more.
Scalability to thousands of guests.
Integration with payment gateways.
Easily styled to reflect your company brand.
Email & SMS-based login & authentication.
Simple email invitation process, including CRM & XLS support.
RESOURCES
Resources on external access management
What our customers have to say about us
What our customers have to say
Essential were supportive during the implementation phased and helped us with our design, integrations, and communications. I’ve been impressed with how seriously they take our comments and seen vast improvement to the system in the three years I’ve used it.
Harriet Smith, Digital Learning Producer at Historic England
What our customers have to say
“The team at Essential have been super supportive and are very
hands-on with our LMS. They gave us expert advice on getting the
look and feel right and integrating our colours and brand.
They continue to be there when we need something or if we’ve
any issues.”
Beth Lloyd, Director, Organisational Development at Aston University
What our customers have to say
The service we’ve received from Essential has been nothing short of impeccable. The team are always on hand to answer our questions, response times are usually less than a day.
Harriet Smith, Digital Learning Producer at Historic England
What our customers have to say
“Early in our partnership I had the opportunity to meet with the Essential team at their UK offices. I was struck by their passion for their work, and their commitment to providing a top-notch client experience. Since that initial meeting, Essential has stayed true to those qualities and we continue to appreciate the ongoing commitment to providing the highest client value possible.”
