Walkthrough

Datarooms

A dataroom is the answer to "can you send the data room?" without the week of copying files: a curated room of project material — maps, figures, tables, documents, summaries — that you share as a link, and that stays current because it's built on your live database.

Building one

Open your project's dataroom workspace and add sections: an overview, drilling, assays, land, reports — whatever the audience needs. Each section holds panes you curate: a live map, key figures, data tables, uploaded documents. You can also just tell Petra what you want — "start a dataroom for the Copper Ridge financing, drilling and land sections first" — and she'll set up the skeleton and add material as you direct; the room is yours to refine.

Publishing — always your click

Nothing is visible to anyone until you publish. The Publish & Access panel controls it: publish or unpublish the room and manage how guests get in. Petra can stage everything and will hand you the button — she never publishes a room herself.

The guest experience

Guests open the link and see a clean, read-only room: your sections, your ordering, your framing. They see only what you put in the room — not your project, not your database, no edit surface anywhere.

Keeping it current

Because panes are live views of your data, the room updates as the project does — a new certificate's samples appear in the table pane; the map pane shows this week's collars. Re-curating means editing the room, not re-exporting files.