From the data room you would like to share files, click on the “Options” button and then click on “Edit.”
“Edit A Room” will pop up. Enter the name of the person you would like to invite in the “Enter Member or Group Name to Share.” RealConnex is integrated with your RealConnex “Address Book” making your person search seamless between our apps.
Next, enter your message in the “Add a message here…” field and press the “Edit” button when ready.
Your invitation has been sent out!
If the person accepts and logins to your Collaboration Room, they will now have complete access to the file(s) you would like to share.