Getting Started
New User Guide: Login, Dashboard & Files Overview
First Time Logging In? ❌ Can’t Log In? All future visits to the data room are done via the login page, which will be: https://DataRoomName.projectfusion.com, where DataRoomName will be the Projectfusion instance you are logging into (e.g. AcmeInc.projFeaturedQ&A Notifications & FAQs
🔐 Required Permissions: Manager 🔔 Who Gets Notified? ❓ Q&A Admin Asks a Question (to a Bidder Group) Where it's visible: Appears in both Q&A Admin and Bidder Group activity dashlets. Email Sent: ❌ No ✉️ Bidder Group Answers a Q&A Admin Question Who is notified: All Q&A Admins Where it's visible: Site activity dashlets for both groups Email Sent: ✅ Yes 📥 Bidder Group Asks a Question Who is notified: All Q&A Admins Where it's visible:Few readersHow to Customise your Dashboard
When users log in (especially if they belong to just one site), they’ll land on the site dashboard — a central hub you can customize to guide and inform users. As a Site Manager, you can tailor this dashboard to: Highlight key pages Display recent activity Show site statistics and content summaries Add helpful tools or instructions for data rooms 🛠️ How to Customize the Dashboard Go to the Dashboard view Click the Settings (⚙️) icon (top right) Select CusFew readers
Advance Settings
Getting Started with Redaction
Redact multiple documents at once using our powerful AI Hybrid redaction tool. Here's how: Documents must be OCR-optimised & UTF-8 or English character sets Maximum 90 documents per bulk redaction currently supports only pdf, xls,xlsx,doc,docx,ppt and pptx 📁 Step 1: Upload Your Files Upload the files you want to redact. Supported formats: PDF and Word (.docx) Files must be OCR-optimised (i.e., searchable text) (https://storage.crisp.chat/users/helpdesk/website/-/PopularManaging Folder Permissions in Projectfusion
Our Folder Permissions give Managers a powerful one-page matrix to control access to folders and files in a site. Easily assign or restrict user roles, ensure confidentiality, and maintain control as your data room evolves. 🚀 Getting Started Login to your Projectfusion site as a Manager. Navigate to your site dashboard. Click the gear icon (⚙️) at the top right. Select Folder Permissions to launch the permissions matrix. (https://storage.crisp.chat/useSome readers
FAQs
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Q&A Setup Guide (Manager Access Only)
Required Permissions: Manager ✅ What You Can Do As a Manager, you can manage bidder questions directly in the data room: ✅ Reply to questions ✅ Change status ✅ Tag & attach files ✅ Mark as FAQ ✅ Edit or delete 🔧 Enabling Q&A If Q&A is not already enabled in your site, you will need to add it into the current site pages. Click the gear icon (⚙️) → Customize Site. Customize-site (https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/customise-sitesa186tFew readersProjectfusion Closing Bibles
When closing your data room, you may want to keep a copy of all files and supporting materials for your records. We offer several delivery options to suit different needs — from quick digital downloads to secure physical copies with verification. Optional extras (such as an audit trail or site index) are also available on request.Few readersUsing the Q&A Questions and Answers for users
The Q&A section in your Virtual Data Room makes it easy to ask, view, and manage questions during a project. Here’s how to access and use it. 💡 Tip: If you don’t see the Q&A tab or can’t ask questions, contact your Data Room Administrator to check your permissions. 1️⃣ Accessing Q&A As a consumer user, you can open the Q&A by clicking “Q&A” in the topFew readersDownloading long file path names ( Windows Issue )
📁 Why You’re Seeing “File Path Too Long” Errors This is very common in data rooms with many nested folders. Windows has a 260-character file path limit, which includes: 💽 Drive name 📂 Root folder 📁 Subfolders 📄 File name 🧩 File extension Online platforms (Projectfusion, OneDrive, Dropbox, etc.) don’t have this limit, so files can be stored with very long paths that Windows cannot download. 🔍 Example of a long pathFew readersBulk/Zip Downloading Datarooms
📦 Downloading Folders as a ZIP To download folders as a ZIP file, you must have one of the following roles: Consumer, Collaborator, Contributor, or Manager Steps 1️⃣ Log in to the dataroom and open Document Library 2️⃣ Locate the folder you want to download (ZIP downloads are currently limited to 2GB per download) 3️⃣ Select the folder by marking the checkbox on the left side of the folder nameFew readersHow To Add Users
🔐 Required Permissions: Manager 🎥 How-To Video (Click here for a visual walk-through) ✉️ Invite a User Click the Invite User button (👤 icon) Fill in the user's name and email address Click Add UsFew readersBulk Add Users
🛠️ Option 1: Let Us Handle It for You Simply fill out the spreadsheet 📋/ExampleUserUpload.csv and send it to our secure inbox ✉️. Include: Site name(s) User role(s) ⚙️ Option 2: Advanced Users – Upload a CSV File Prefer to do it yourself? Follow these steps: 🔹 Step 1: Set Up Groups Before uploading users, find tSome readersAdmin & Site Manager Guide
🔐 Note: Only Administrators or users in the SITECREATORS group can create a site. 🏗️ Creating a Site Click Sites in the top menu and choose Create Site. Enter a name for your site. (The name can be changed later, but the URL will stay the same.) Make sure Private is selected and Social is unticked. After creating the site, you can edit settings like watermarking and site terms anytime: Click the gear icon (top right) Edit Site Details. (https:/Few readersRoles & Permissions Matrix
Projectfusion provides 6 distinct user roles to manage document access and permissions across your sites. Each role is designed with specific capabilities to match different user needs—from view-only access to full administrative control. 📘 Key Notes on Permissions All user roles only have access to sites they are assigned to. For example, if a user is Manager on Site A, they cannot see Site B unless explicitly granted access. Permissions are site-specific. Each roleSome readers