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Secure Document & Dataroom Sharing

Share sensitive documents with confidence using secure links, granular access controls, and dataroom-level permissions.

At a glance

Teams
Founders, legal teams, and deal teams sharing sensitive files
What you’ll see
Verified access and controlled recipient actions
Why it matters
Protect sensitive materials without slowing deal flow

Granular Access Control

Protect every link with robust security settings including password protection, email verification, download restrictions, and link expiration. You have full control over your shared content.

Screenshot of creating a secure share link

Live Document Updates

Update files without breaking links. Every shared link points to the latest version, so recipients always see current content without resending links.

Screenshot of creating a secure share link

Typical Workflow

  1. Set password, verification, and expiration controls on shared links.
  2. Share deck or dataroom content with external recipients.
  3. Recipients access only what their permission scope allows.
  4. Team updates files without breaking active share links.

Next Step

See this feature live in Coneshare

Explore the demo environment and see how real-time activity and automation work together in practice.