Emma Legal

A guide to all settings in Emma — organization, data rooms, and projects

Settings overview

Pieter Buteneers

Paul Gaston GOURON

Settings applied at dataroom or organization level

Settings

Manage who has access to a data room and what role they hold

Data room access management

Assign reviewers to areas and document types to coordinate your due diligence review

Assignments

Data room files

Rename your data room and manage the applied playbook

Data room general settings

Connect external data sources and manage sync status for a data room

Data room integrations

M&A data room settings

Manage who has access to a project and what role they hold

Project access management

Rename your project and manage the applied playbook

Project general settings

Connect data sources and view files within a project

Project integrations and files

Project settings

Let anyone with a matching email domain join your organization automatically

Authorized domain

Define preferred translations and definitions to guide AI analysis across your organization

Glossary

Invite and manage the members and roles in your Emma organization

Organization members

Create and manage reusable playbook configurations for document types, checks, and key terms

Playbooks

Organization settings

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.