Checklist template

Client Data Room Checklist

A checklist for setting up a controlled data room or client room with roles, documents, tasks, messages and approval evidence.

Copyable checklist

Step	What to confirm
1	Create the room.
2	Add client stakeholders.
3	Set role-based permissions.
4	Publish request lists.
5	Track messages, uploads and approvals.

HubSecure turns checklist steps into client records, secure requests, task owners, approvals and audit evidence.

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