Configuration

Find the right solution

• Navigate to Browse tab
• Look for Email (Dataroom alert) integration
• Install to proceed

Install and Configure

• To get started, click Install and set up your preferences:
  • Select the data rooms you want to connect.
  • Choose your desired reporting frequency.
  • Customize how the report appears in your inbox (e.g., set a report name).
  • Tailor the report by filtering specific investor activities (or leave as-is to include all events):
    • Invited – when an investor is invited to a data room
    • Joined – when an investor accepts the invitation and joins
    • Viewed – when an investor opens and views any documents
    • Downloaded – when an investor downloads any documents
• Once set up, all selected recipients will automatically receive email notifications from Anduin.