Peony Docs
How to use Peony's data room platform — setup, features, billing, security, and troubleshooting. Everything a deal team needs to go from sign-up to sharing a secure room with counterparties.
Watch: Set up a data room in minutes
A full walkthrough covering account creation, uploading documents, and securely sharing with buyers, investors, and clients.
Watch the full walkthroughGet started
What Peony is, the key terms, and how to set up your first data room in minutes.
Files & folders
Upload, move and organize files, new versions, duplicating rooms, and how storage and deletion work.
File types
How Excel, PDF, PowerPoint, video, audio and HTML files look to visitors, and every other format Peony supports.
Branding
Your logo, cover image, brand card, and a custom domain.
Share with visitors
Share a data room link, invite and re-invite visitors, choose email or link access, and set visitor verification and notifications.
Control what visitors can do
Per-group, per-folder and per-file permissions, downloads, watermarks, and screenshot protection.
NDAs & e-signatures
Require an NDA before visitors get in, and send any document out for e-signature.
Q&A & AI
Let visitors ask questions inside the room, and ask AI about your own documents.
Track activity
See who opened what, page by page, one visitor's full history, and export activity.
Team & admins
Who needs a paid seat, inviting teammates, removing admins, and changing the account email.
Plans & billing
Plans, the trial, upgrades, downgrades, cancellations, refunds, payments, and invoices.
Security & compliance
Encryption, hosting, data deletion, SOC 2, GDPR, DPAs, and vendor security reviews.
Something's not working
Invites or login codes not arriving, and uploads or previews failing.
Use cases
Fundraising, M&A, sales proposals, paid content, and sharing AI artifacts.
API & integrations
Programmatic access to Peony — enterprise API, MCP, and integrations.
Contact support
Live chat, direct email to Sean, Deqian or Chris, and booking a call.
Start here
What Is Peony? Core Concepts
Get started · Peony is a virtual data room for sharing sensitive documents with counterparties under access control, with built-in analytics and AI.
Quick Start: Your First Data Room in 5 Minutes
Get started · Create a Peony data room, upload files, and share a secure link in under five minutes.
Workspaces, Data Rooms, Links, and Visitors
Get started · The four core objects in Peony and how they relate. Learn the vocabulary once — save hours of billing and analytics confusion later.
Upload and Organize Files
Files & folders · Drag and drop files into a Peony data room, preserve folder structure, and let AI auto-indexing make everything searchable.
Upload a New Version of a File
Files & folders · Replace a file in a Peony data room with an updated version while keeping its place and its link — step by step, plus how to open earlier versions.
Duplicate a Data Room
Files & folders · Copy a Peony data room's files and folders into a fresh room — to reuse a structure for the next deal, or to launch with clean analytics after internal testing. Step by step, plus what the copy includes.