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Data room terms / Q&A, activity and workflow

Mobile app

The short version

A native phone or tablet application for reading documents, answering questions and checking activity in the data room, as opposed to using the website in a mobile browser.

How it plays out on a deal

Senior deal people often check a room between meetings. A native app can make reading on a phone easier and support offline access to selected files. It also adds another place where security settings must hold.

A well built mobile website can be enough for most users. If a vendor offers an app, check that watermarks, download limits and screenshot measures apply there too, and that administrators can disable mobile access for sensitive groups.

What to check in a review or demo

  1. 1Whether security settings such as watermarks and view-only apply in the app.
  2. 2Whether mobile access can be switched off for certain groups.
  3. 3Whether the mobile browser version is usable if the app is not installed.

Mobile app: where the reviewed providers stand

From the twelve-item feature checklist in our reviews: a provider counts only if the feature ships natively. Read the review for how it works and on which plan.

Read alongside

Where this comes up on Data Room Review