Tag your data room participants by investor entity, region, or any label you choose — completely separate from permissions — and see how each segment is engaging.

No more stretching permission groups to do a job they weren't built for.

What's new:

• Create and assign multiple tags to any participant, including those you've invited but who haven't joined yet
• Filter Insights by tag and view per-tag engagement—visits, views, downloads, access %, and time spent—in a new Tags view
• Include tags in participant exports and activity-log reports
• Filter recipients by tag when sending file-upload notifications