Scenario
Single merged board deck or covenant package with one shared password for the deal team.
Steps
Merge first, then protect, or protect per file—match counterparty instructions.
Rotation
Change passwords when teams roll off the deal.
For Accountants & FP&A
Some counterparties want a passworded PDF in the data room. Batch-protect similar packages after merge.
Single merged board deck or covenant package with one shared password for the deal team.
Merge first, then protect, or protect per file—match counterparty instructions.
Change passwords when teams roll off the deal.