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Document Permissions

Prevent users from downloading, printing, or screenshoting with Prodeal's Document Permission Options.

Written by Judy Ann Vargas

Restrict Downloading

Implement access controls to prevent a designated team from downloading files within your data room.

Restrict Printing

Prohibit a designated team from printing documents within your data room.

Restrict Screenshotting

Prevent a designated team from taking screenshots or screen recordings of documents within your data room.

💡 ProTip: Download, print, and screenshot restrictions can't be turned on while Microsoft 365 is enabled for your organization.

How to Manage Document Permissions For Each Team

To adjust file access restrictions for a specific team:

  1. Navigate to the Teams page and locate the team you want to manage.

  2. On the team card, click Document Permissions.

  3. In the pop-up menu, toggle the switches to enable or disable specific actions (downloading, printing, or screen capture).

  4. Click Save to apply the new settings.

💡 ProTip: Each team’s card displays status icons so you can quickly see their current permissions at a glance.

How to Manage DRM Options in your room

Set the default restrictions for all new or existing teams:

  1. Go to Room Settings by clicking the Settings button at the bottom of the left sidebar. (If the sidebar is hidden, click the 3-line menu icon in the upper-left corner).

  2. Under the Security section, click Edit next to Document Permissions.

  3. Toggle the switch for each item to enable or disable the actions.

  4. Choose how to apply your changes:

    • Save: Applies default settings to newly created teams only.

    • Save and Update Existing Teams: Applies settings to both new and current teams.

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