The General settings page for a data room lets you rename it and manage which playbook is applied. To get there, go to Settings > M&A data rooms, select a data room, and open the General tab.
Renaming a data room
Enter a new name in the M&A data room name field and click Save. The name is displayed across the entire data room — in navigation, reports, and member lists.
Playbook
A playbook defines the document types, checks, and key terms used in this data room. The current playbook name is shown under the Playbook section. If no playbook has been applied, it shows "No playbook applied".
Changing the playbook
Click Change to open the playbook picker and select a different playbook.
Important: Changing a playbook replaces the current document types, key terms, and checks. Existing documents will be recategorized to match the new configuration. This action cannot be undone.
Managing playbooks
Playbooks are created and maintained in Settings > Organization settings > Playbooks. See Playbooks for full details on creating and editing playbooks.
If you need additional help with data room settings or encounter any other problem, don't hesitate to reach out to us through the chat bubble in the bottom right or contact [email protected].