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Share a Single File from a Data Room

Send a link that opens one document directly, instead of the whole data room — where to create it in Peony and how it relates to the room's own links.

Last updated September 27, 2026

Sometimes a counterparty needs one document — a teaser, a signed LOI, the latest model — or one folder, not the whole room. Create a file link (or a folder link): it opens that file or folder directly, with its own security settings.

Steps

The steps are the same for a file and for a folder. In the screenshots below the item being shared is the folder IT Due Diligence.

  1. Open the data room and click the file or folder you want to share. Its name appears in the breadcrumb at the top, next to the room name. Check it, so you know you're on the file or folder and not the room.

  2. In the left sidebar, click Permissions. The panel is empty until you create a link.

  3. Click Create link. The Create secure link panel opens. Give the link a Name (it starts as Quick link) and choose the Access: Link access, or Approved email only. Under Security, set it up the same way as a room link: require viewer info, verify email, allow or block list, password, auto-expiry timer, dynamic watermark, one-click NDA, screenshot protection and additional info. See Link settings.

  4. Scroll down in the panel for more settings that don't fit on the first screen: Permissions and Appearance.

The lower part of the Create secure link panel. Permissions: Allow downloads on, Allow uploads, Show version history, AI chat and Granular permissions off. Appearance: Theme set to System, Display cover image off, Display logo on, Display second logo off, Welcome Message off.
  • Permissions: Allow downloads, Allow uploads, Show version history, AI chat and Granular permissions. In the screenshot only Allow downloads is on.
  • Appearance: Theme, Display cover image, Display logo, Display second logo and Welcome Message. In the screenshot only Display logo is on.
  1. Click Create & copy link at the bottom of the panel and send the link.
Room linkFile link
OpensThe whole room, filtered by the group's permissionsOne document
Settings come fromThe group in the room's PermissionsThe file link itself
Best forDiligence, multiple documentsA single document sent on its own

A file link doesn't inherit the room's group settings. Set the security controls on the file link itself.

Open the file, click Permissions, and edit the link there — for example to switch downloads on or off. Changes apply to the same link, so there's nothing to re-send.

Common Questions

Yes. Open the document, click Permissions in the left sidebar, then Create link. That link opens only this file.

No. A file link has its own settings. Set email verification, watermark, download and expiry on the file link itself.

Yes. Upload a new version keeps the file and its link.