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Merrill DataSiteOne Help Center

Are you new to Merrill DatasiteOne or just getting started with our virtual data room? Get answers to frequently asked questions about our industry-leading information-sharing platform. Your Merrill project manager will also respond to any questions you may have.

Learn about Merrill DatasiteOne

  • How long will it take before my project is ready for me to load documents?

    Once we receive a signed statement of work, a Merrill Project Manager is assigned to your project immediately. They begin work right away to have your project ready for initial document upload in a matter of minutes.

  • Is Merrill DatasiteOne technology compatible with my company’s IT network?

    Yes! One benefit of using our SaaS application for due diligence is that the need for IT infrastructure is eliminated. There are no downloads or add-ons necessary to use or access Merrill Datasite.

  • Does DatasiteOne require any add-ons or plug-ins?

    There are no download or plug-ins needed for the Merrill DatasiteOne application. Everything you need is build into the SaaS app.

  • Is my DatasiteOne project accessible from any Web browser?

    Yes! Merrill DatasiteOne can be accessed from anywhere in the world, on any Web browser and on any web-enabled device.

  • Has anything changed in how I can contact the Merrill Project Management team?

    Merrill has expanded the ways that you can work with our service teams. New contact points for customers include on-line chat and the new Merrill DatasiteOne online community. This interactive forum gives customers quick, self-service access to common questions. Of course Merrill Project Managers are available by phone 24/7/365 with a real person answering every time in three rings or less. 

  • Is the DatasiteOne interface available in different languages?

    Business is global -- and so are we. Merrill DatasiteOne is localized in 14 languages (English - US, English - Anglicised, Simplified Chinese, Traditional Chinese, Japanese, Korean, French, German, Spanish, Swedish, Italian, Turkish, Polish, Russian, Brizilian Portuguese)

  • Is training required to use Merrill DatasiteOne?

    One of the benefits of Merrill DatasiteOne is it's immediately familiar and easy to use for a fast start – even for first time users. Our expert Project Management team is always ready to assist, but most customers report that they are up and running in minutes.

  • Merrill DatasiteOne introduces a new, modern user interface and enhanced user experience. How will that benefit Project Adminstrators and Users?

    Our streamlined user interface makes it easier than ever to quickly and easily build your data room for faster dealmaking. Built from the ground up, we have optimized every part of the application - from logging in for the first time, to closing your project when the deal closes. You'll discover unparalleled ease of use, faster response times and a more engaging data room experience with DatasiteOne. The application was built with constant feedback from more than 1,200 actual users, giving real-world insight to help us deliver a powerful, user-friendly experience.

  • Is there a limit to the document upload size? How fast do documents load to a project?

    Merrill DatasiteOne product engineers have revolutionized the document upload process. Upload multiple documents simultaneously with up to 400% faster document processing than other solutions in the market. The current maximium upload size for an individual file is 2GB with a 50GB limit for zip files.

  • What makes search so much faster and precise in Merrill DatasiteOne?

    We utilize Elasticsearch, the most popular enterprise search engine. It is built on modern principles aimed at today's use cases allowing us to handle large document repositories while providing unprecedented search speed.

  • What is new about setting document and user permissions in Merrill DatasiteOne?

    Merrill DatasiteOne introduces a new, powerful security grid for easily assigning cascading permissions across the entire document collection and multiple roles at one time. Coupled with an intuitive graphical user interface, this means that site administrators can visually compare project, folder and individual file settings while reducing mistakes during the sensitive permission setting process.

  • What is Content Staging?

    Flexible publish and unpublish settings allow Site Managers to stage and review content in an unpublished state prior to opening it up to Reviewers (i.e., buyers).

  • How can I ensure all confidential documents are secure inside Merrill DatasiteOne?

    As a multi-tenant cloud application, Merrill DatasiteOne uses the latest cloud security best practices.

    • User information, application data and logs are stored and maintained separately
    • Passwords are treated with cryptographic hash algorithms
    • Customer supplied files encrypted at-rest with AES 256-bit encryption and backed up according to a pre-defined schedule
    • In-transit data secured via Transport Socket Layer (TLS) 1.2 protocol
    • Events captured, analyzed and actioned in real time
    • Customer files accessed only upon request and supported by documented access review and change management processes
    • Upon project closure, project files are purged after 30 days


  • How does Merrill protect project data?

    Our dedicated security organization drives alignment across Merrill for deep risk management and strong governance. Security measures include:

    • All Merrill product offerings have been ISO 27001 certified since 2008
    • Merrill DatasiteOne has received SSAE 16 SOC 2 Type II attestation
    • Merrill is EU-US Privacy Shield certified and GDPR compliant
    • Our infrastructure provider is ISO 27001, SSAE 16 SOC 2 Type II compliant and FedRAMP certified
    • Merrill employees, where legally possible, are subject to background checks that includes screening for drugs, qualifications and previous employment
    • All Merrill staff are subject to mandatory annual security training, including acknowledgment of security and conduct codes and non-disclosure agreements
    • Security incident response plan tested annually and includes external and internal notification, escalation procedures and communication criteria
    • Disaster recovery plan tested at prescribed intervals to ensure compliance with self-imposed timeframes and quality objectives


  • How is Merrill utilizing Microsoft technology in Merrill DatasiteOne?

    Merrill DatasiteOne is a secure SaaS application that runs on top of Microsoft’s Azure® Cloud Services, leveraging the power and security of the Azure secure cloud computing platform and infrastructure. It is the foundation of our ability to host the DatasiteOne application in the cloud.

    In addition to Merrill’s security protocols and access controls, Merrill DatasiteOne benefits from Microsoft’s $1B market-leading security investments. Microsoft Azure gives Merrill the agility to grow quickly to meet customer demand and experiment with new features.

  • How many servers does Merrill DatasiteOne operate on and how much storage can the application hold?  

    Merrill DatasiteOne is hosted in two regions:  North America and Europe. It runs on approximately 1,000 servers. Because DatasiteOne leverages the Microsoft Azure cloud hosting infrastructure, there are no storage capacity constraints.

  • What enables Merrill to release new features on a regular basis?

    Merrill DatasiteOne is built expressly with the flexibility to continuously innovate and deliver new features and functions across the entire application at any time. We employ an agile code development methodology, a microservices architecture and cloud native tooling. With this structure, as new features and functions are created or upgraded, we can deploy those improvements immediately to our customers. There are no mandatory weekend or overnight outages or full-platform code releases.

  • What makes the DatasiteOne platform architecture leading edge technology?

    Our new, modern and cutting edge architecture utilizes microservices and APIs allowing us to make updates quickly and easily. Gone are the days of quarterly product releases, weekend or overnight blackout periods – our goal is continuous innovation and continuous delivery (CICD) of new features and functions to our users. We deploy new code daily so users are continuously working with the latest version.

  • What are microservices and APIs?

    Merrill DatasiteOne's microservices architecture enables continuous delivery and deployment of new features by structuring an application as a suite of independently deployable, modular services. This makes the application easier to understand, develop, test and deploy.

    An application program interface (API) is a set of routines, protocols and tools for building software applications that connect and define how software components interact. APIs make it easier for developers to use certain technologies to build applications.

Need assistance? Our customer service team is accessible at any time, day or night.

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