# How to create a data room

- url: https://www.plox.in/docs/how-to-create-a-data-room
- excerpt: Step-by-step: create a data room, add documents, set access controls, and share it as a branded mini-site.

**Plox Tip:** A data room is a *destination*, not just a folder. Treat the cover page like a landing page — title, one-line story, a contact CTA — and viewers will treat it like one too.

## Before you begin

- Plus, Pro, or Max plan — data rooms aren't on Free. See [Pricing](/pricing).
- The documents you want in the room already uploaded (see [Uploading a document](/docs/uploading-a-document)). You can add them later, but having them ready makes setup feel instant.
- Your logo uploaded under **Branding** (recommended — the room inherits it automatically).

## Steps to create a Data Room

1. From the dashboard, click **Get Started** or open the **Data Rooms** tab in the left sidebar.
2. Click **+ New Data Room**.
3. Give it a clear, recipient-facing name (e.g. *"Plox – Series A – ACME Capital"*).
4. Plox creates a blank room with a default landing page and an empty document list.

## Add documents

Inside the room:

1. Click **+ Add Document** to upload a new file, or **Pick from Library** to attach a file you already uploaded under Documents.
2. Reorder by drag-and-drop — the top file is the one viewers see first.
3. Group related files by adding folders for things like *Financials*, *Legal*, *Product*, *Team*.

## Customize the cover page

The cover is the first thing investors or buyers see. Edit:

- **Title and tagline** — keep it short; this is your "elevator pitch" line.
- **Hero image or video** — Plox AI can auto-generate this from your pitch deck (see [Plox AI](/docs/plox-ai)).
- **Description** — 2–3 sentences on what's inside and why it matters.
- **CTA** — link to your calendar or a contact email so warm viewers can reach you immediately.

## Set access controls

Click the three dots (•••) on the room → **Data Room Settings** (same as Access Controls). The room-level controls apply to *every* document inside, so set them once instead of per-file:

- Email + OTP for verified viewer identity.
- Allowlist for closed deals.
- Watermark + Disable Download for high-stakes financials.

See [Security overview](/docs/security-overview) for the full menu.

## Share the room

Click **Copy Link** on the room. The URL takes viewers to your branded landing page, where they navigate documents in the order you arranged.

## Track engagement

The **Analytics** tab gives you a room-level dashboard plus per-document and per-viewer drill-downs. See [Track a data room](/docs/track-a-dataroom) for which metrics matter most.

## What to read next

- [Track a data room](/docs/track-a-dataroom) — analytics specific to rooms.
- [Plox AI](/docs/plox-ai) — auto-generate cover content from your pitch deck.
- [For Fundraising](/docs/for-fundraising) — how founders use rooms to close rounds faster.