Guides

Step-by-step guides

Practical walkthroughs to help you get the most out of H1 Vault.

Getting Started

Setting up your first data room

A complete walkthrough from creating your account to inviting your first buyer.

  1. 1Create your account with email
  2. 2Create a team and invite your colleagues
  3. 3Create a new data room and choose a template
  4. 4Upload your documents and organize into folders
  5. 5Create a share link and configure access settings
  6. 6Invite buyers via email
Best Practices

Organizing documents for M&A due diligence

Best practices for structuring your data room folder hierarchy for a smooth due diligence process.

  1. 1Use our M&A template for a standard folder structure
  2. 2Organize by category: Financial, Legal, Operational, HR, IP
  3. 3Name files clearly with dates (e.g., 'Financial-Statements-2024-Q4.pdf')
  4. 4Use disclosure phases to control release timing
  5. 5Set folder-level permissions for sensitive sections
  6. 6Enable the Q&A workflow for buyer questions
Access Control

Managing buyer access and permissions

How to control who sees what in your data room using groups, permissions, and phases.

  1. 1Create buyer groups (e.g., 'Strategic Buyers', 'Financial Buyers')
  2. 2Assign document-level permissions per group
  3. 3Set up disclosure phases for staged document release
  4. 4Enable email verification for added security
  5. 5Monitor buyer activity in real-time analytics
  6. 6Revoke access instantly by disabling share links
Analytics

Tracking buyer engagement

Use analytics to understand which buyers are most engaged and which documents matter most.

  1. 1View the analytics dashboard for each data room
  2. 2Check per-document view counts and time spent
  3. 3Monitor which buyers have accessed the room
  4. 4Track download activity
  5. 5Export audit logs for compliance documentation
  6. 6Use engagement data to prioritize follow-ups
Collaboration

Using the Q&A workflow

Manage buyer questions efficiently with assignments and tracking.

  1. 1Enable Q&A on your data room
  2. 2Buyers submit questions from the data room interface
  3. 3Questions appear in your Q&A dashboard
  4. 4Assign questions to specific team members
  5. 5Post answers visible to the buyer
  6. 6Track all Q&A activity in the audit log
Developer

Using the API for automation

Integrate H1 Vault into your workflow with our REST API.

  1. 1Generate an API key from Settings > API Keys
  2. 2Authenticate requests with the Bearer token
  3. 3List data rooms: GET /api/v1/datarooms
  4. 4Retrieve documents: GET /api/v1/datarooms/:id/documents
  5. 5Fetch analytics: GET /api/v1/datarooms/:id/analytics
  6. 6See the full API reference for all endpoints

Need a custom walkthrough?

We can help you set up your data room for your specific use case.

Contact us