Build your virtual data room in Box
In this roundtable, Perry Rotella, MD Financial Services, and Jake Dolgenos, Senior Solutions Engineer, from Box will jointly present how to setup a Virtual Data Room and you will also have the opportunity to connect with your peers in other financial services firms.
What you will learn in this Roundtable:
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Staging a room with granular permissions, workflow, templating, and enterprise grade security
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Adding collaborators using a secure external collaboration model that includes e-signatures, comments, tasks, preview, and annotations
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Managing disposition and auditability with automated expiration and disposition, real time access stats, and configurable audit trail
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