Prior to the VDR/Portal’s introduction of “Workspaces” (formerly referred to as Orgs or Portals), it was only possible to have one VDR/Portal connection to the CRM. Now, with this significant enhancement, you are able to manage and connect MULTIPLE portal “Workspaces,” to our Doc Gen & Distribution (IC) tool within the CRM. Like a data room or an LP Portal for document reporting, this allows each “Workspace” to have its own purpose, users, and admins, allowing you to keep information neatly separated and secure.
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