1. Prepare the room
Upload a representative document set and organise the review structure.
Data room alternatives · A dedicated external review room
Create a dedicated review workflow with recipient links, document permissions, and room activity.
Early access · Test your requirements before a live transaction.
Would a separate room make external access, diligence questions, and document activity easier to manage?
Use these checkpoints to assess both products with your own documents. This is a workflow guide, not a claim that every feature or service is equivalent.
| Workflow | Cosign early access | Check with SharePoint |
|---|---|---|
| Document organisation | Room documents, folders, and versions | Test your folder structure, file types, and volume. |
| Recipient access | Private links, document permissions, passwords, and expiry | Confirm recipient roles, authentication, and access revocation. |
| Review protection | Download controls and watermarks | Validate your required controls with actual recipients. |
| Diligence coordination | Document requests, tasks, and Q&A | Check assignment, reporting, and review responsibilities. |
| Activity records | Room audit events and engagement tracking | Confirm required retention and export formats. |
Watermarks and browser controls discourage copying; they cannot prevent screenshots or cameras.
Upload a representative document set and organise the review structure.
Set permissions, open a test recipient link, and verify the visible documents and download rules.
Ask a question, request a document, and check the activity record before inviting your deal team.
Create a dedicated review workflow with recipient links, document permissions, and room activity. Cosign is in early access. Validate the complete workflow with representative documents and recipients before using it for a live transaction.
Export the files you are authorised to move, create a room, upload and organise the documents, then recreate recipient permissions. Test access before sending new links. Existing links, audit history, and permissions are not automatically imported.
Confirm your required security certifications, data residency, support commitments, file limits, and compliance requirements directly. Do not assume feature or contractual parity.
The pricing page shows planned monthly and annual packages in USD and EUR. Paid subscriptions and plan enforcement are not yet available.