Guides โบ ๐ค Close
Stand Up a Vault Deal Room in Minutes
RealNex Vault is the CRE-native deal room: NDA gating, identity watermarks, and engagement scores โ live in under five minutes.
- Check prerequisites: an active MarketEdge or Navigator subscription (Vault is included) and your standard RealNex sign-in.
- Have three things ready: a contact list export (to seed invitations), an NDA template PDF, and your deal documents (PDF, Word, Excel, PowerPoint, or images).
- Go to vault.realnex.com and sign in with your RealNex credentials (same single sign-on as the rest of the platform).
- Run the 3-step wizard: name the deal room, upload documents, invite participants.
- Set NDA acceptance so no document is visible until the NDA is signed.
- Publish from the Internal Workspace when ready โ Build state is your staging area, Live is what participants see.
๐ก Mentor tip
Every document is automatically watermarked with the viewer's identity โ mention that in your cover note and confidential documents get treated confidentially.