--- title: "Docs Index: Every Peony Docs Topic by Area or Workflow" lang: en canonical_url: https://www.peony.ink/docs/topics --- # Docs Index: Every Peony Docs Topic by Area or Workflow Peony is a virtual data room for fundraising, M&A and due diligence: you share sensitive documents with counterparties under access control, with page-level analytics and AI built in. This index lists all 89 Peony docs articles twice: grouped by topic, and in the order a deal runs, from first sign-in to closing the room, with the troubleshooting page for each problem that tends to come up at that step. Interactive version: https://www.peony.ink/docs/topics ## Workflow: the order you use Peony in ### Step 1: Learn the basics What Peony is, the words we use, and how to set up your first data room in minutes. - [What is Peony?](https://www.peony.ink/docs/getting-started/what-is-peony) - [What do workspace, room, link and visitor mean?](https://www.peony.ink/docs/concepts/workspaces-data-rooms-links-viewers) - [Set up your first data room](https://www.peony.ink/docs/getting-started/quick-start) ### Step 2: Set up your account Pick a plan, create a workspace, and bring in your team. - [How the free trial works](https://www.peony.ink/docs/account-billing/trial) - [What each plan costs and includes](https://www.peony.ink/docs/account-billing/plans-and-pricing) - [Who pays: admins vs visitors](https://www.peony.ink/docs/concepts/admins-vs-viewers) - [Create a new workspace](https://www.peony.ink/docs/getting-started/create-a-new-workspace) - [Add teammates as admins](https://www.peony.ink/docs/getting-started/invite-your-team) - [Create a team](https://www.peony.ink/docs/getting-started/create-a-team) - [Set up SAML SSO with Okta](https://www.peony.ink/docs/features/security/saml-sso) - [Remove an admin or change your email](https://www.peony.ink/docs/account-billing/admin-seats) If something goes wrong at this step: - [Sign-in code doesn't arrive](https://www.peony.ink/docs/troubleshooting/admin-sign-in-code-not-arriving) - [Admin invite opens the wrong account](https://www.peony.ink/docs/troubleshooting/admin-invite-opens-wrong-account) - [Code says it's invalid](https://www.peony.ink/docs/troubleshooting/code-says-invalid) - [What to do if checkout doesn't work](https://www.peony.ink/docs/troubleshooting/checkout-errors) ### Step 3: Build the room Create the folder structure, upload files, and on Data Room and above auto-index them. - [Start from a folder template](https://www.peony.ink/docs/getting-started/add-a-folder-template) - [Create a folder](https://www.peony.ink/docs/getting-started/create-a-folder) - [Upload, move and organize files and folders](https://www.peony.ink/docs/getting-started/upload-and-organize-files) - [Convert a folder into a data room](https://www.peony.ink/docs/getting-started/convert-a-folder-to-a-data-room) - [Move a file or folder](https://www.peony.ink/docs/getting-started/move-a-file-or-folder) - [Add a file shortcut](https://www.peony.ink/docs/getting-started/add-a-file-shortcut) - [Rename a file, folder or data room](https://www.peony.ink/docs/getting-started/rename-a-file-or-folder) - [Index documents and let AI build the room](https://www.peony.ink/docs/features/ai/ai-auto-indexing) - [Others](https://www.peony.ink/docs/concepts/supported-file-formats) - [PDF](https://www.peony.ink/docs/file-types/pdf) - [Excel](https://www.peony.ink/docs/file-types/excel-and-spreadsheets) - [PowerPoint](https://www.peony.ink/docs/file-types/powerpoint) - [Video](https://www.peony.ink/docs/file-types/video) - [Artifacts](https://www.peony.ink/docs/file-types/artifacts) - [HTML](https://www.peony.ink/docs/use-cases/sharing-ai-artifacts) - [Where files are stored](https://www.peony.ink/docs/concepts/how-file-storage-works) If something goes wrong at this step: - [Upload failed](https://www.peony.ink/docs/troubleshooting/file-could-not-be-uploaded) - [Folder upload fails or looks incomplete](https://www.peony.ink/docs/troubleshooting/folder-upload-problems) - [Video won't upload or play](https://www.peony.ink/docs/troubleshooting/video-upload-or-playback-fails) - [File won't preview or page looks broken](https://www.peony.ink/docs/troubleshooting/file-wont-preview) ### Step 4: Brand it Your logo, cover, brand card, thumbnails, and your own domain. - [Brand your rooms: logo and cover image](https://www.peony.ink/docs/features/branding/custom-branding) - [Set up your brand card](https://www.peony.ink/docs/features/branding/brand-card) - [Set a thumbnail](https://www.peony.ink/docs/features/branding/set-thumbnails) - [Use your own domain](https://www.peony.ink/docs/features/branding/custom-domains) ### Step 5: Protect it Decide what each visitor can see, download or print, and add watermarks, NDAs and screenshot protection. - [Which protections should I turn on?](https://www.peony.ink/docs/concepts/access-control-layers) - [Set view, download and upload permissions](https://www.peony.ink/docs/features/security/granular-access-control) - [Hide new files and folders until you grant access](https://www.peony.ink/docs/features/security/hide-new-content-by-default) - [Set up an NDA for your data room](https://www.peony.ink/docs/features/security/nda-gates) - [Add watermarks](https://www.peony.ink/docs/features/security/dynamic-watermarks) - [Block screenshots (and its limits)](https://www.peony.ink/docs/features/security/screenshot-protection) - [Stop visitors from printing](https://www.peony.ink/docs/features/security/stop-visitors-printing) - [Redact sensitive content in a PDF](https://www.peony.ink/docs/features/security/redaction) - [Set or change a link expiry](https://www.peony.ink/docs/features/security/set-link-expiry) ### Step 6: Share it Create a link per counterparty, set how visitors sign in, and invite them. - [Create a group for a counterparty](https://www.peony.ink/docs/getting-started/create-a-group) - [Share your data room](https://www.peony.ink/docs/getting-started/share-a-data-room-link) - [Set email, password or link access](https://www.peony.ink/docs/getting-started/permissions-and-security-settings) - [Require email verification, an allow list or a block list on a link](https://www.peony.ink/docs/getting-started/email-gated-access) - [Invite visitors by email](https://www.peony.ink/docs/getting-started/invite-viewers) - [Share just one file](https://www.peony.ink/docs/getting-started/share-a-single-file) - [Turn verification and notifications on or off](https://www.peony.ink/docs/troubleshooting/streamlined-access-and-notifications) - [How visitors open a room (a guide to forward)](https://www.peony.ink/docs/getting-started/open-a-data-room-as-a-visitor) If something goes wrong at this step: - [Visitor got no sign-in email](https://www.peony.ink/docs/troubleshooting/visitor-didnt-get-a-code) - [Link opens with the previous email](https://www.peony.ink/docs/troubleshooting/visitor-link-opens-with-previous-email) - [Invites or reminders missing](https://www.peony.ink/docs/troubleshooting/invite-and-reminder-emails-not-delivered) - [Link not found](https://www.peony.ink/docs/troubleshooting/link-not-found) - [Visitor's password is rejected](https://www.peony.ink/docs/troubleshooting/visitor-password-rejected) - [Too many verification requests](https://www.peony.ink/docs/troubleshooting/too-many-verification-requests) - [Visitor's file won't save](https://www.peony.ink/docs/troubleshooting/visitor-can-view-but-cant-download) ### Step 7: Run the deal Answer questions, read the activity, and keep files current. - [Answer visitor questions in the room](https://www.peony.ink/docs/features/collaboration/visitor-qa) - [Ask AI about your documents](https://www.peony.ink/docs/features/ai/ai-qa) - [Page-level analytics](https://www.peony.ink/docs/features/analytics/page-level-analytics) - [Data room-level analytics](https://www.peony.ink/docs/features/analytics/data-room-level-analytics) - [Get alerts about unusual visitor access](https://www.peony.ink/docs/features/security/visitor-anomaly-alerts) - [Update a file with a new version](https://www.peony.ink/docs/getting-started/upload-a-new-version) ### Step 8: Sign and close out Collect signatures, keep the record, and shut access down. - [Send documents for signature](https://www.peony.ink/docs/features/security/e-signatures) - [Audit trail](https://www.peony.ink/docs/features/analytics/audit-trail) - [Export the document index](https://www.peony.ink/docs/features/ai/export-index) - [Revoke access to a file, person or group](https://www.peony.ink/docs/features/security/revoke-access) - [Duplicate a data room](https://www.peony.ink/docs/getting-started/duplicate-a-data-room) - [Delete a file or folder](https://www.peony.ink/docs/getting-started/delete-a-file) If something goes wrong at this step: - [Signer can't fill in fields](https://www.peony.ink/docs/troubleshooting/signer-cant-fill-in-fields) ### Anytime Reference pages you may need at any step. **Billing** - [Upgrade, downgrade or cancel](https://www.peony.ink/docs/account-billing/upgrade-downgrade) - [Update your card or fix a failed payment](https://www.peony.ink/docs/account-billing/payment-method) - [Get invoices and receipts](https://www.peony.ink/docs/account-billing/invoices-and-receipts) **Security reviews** - [How we protect and delete your data](https://www.peony.ink/docs/security-compliance/security-overview) - [SOC 2, ISO 27001, GDPR and DPA status](https://www.peony.ink/docs/security-compliance/certifications) **Playbooks** - [Using Peony for fundraising](https://www.peony.ink/docs/use-cases/fundraising) - [Using Peony for M&A deals](https://www.peony.ink/docs/use-cases/ma-advisory) - [Using Peony for sales proposals](https://www.peony.ink/docs/use-cases/sales-proposals) - [Using Peony for paid newsletters and research](https://www.peony.ink/docs/use-cases/content-subscriptions) **Build on Peony** - [API and integrations](https://www.peony.ink/docs/apis-sdks) - [Webhooks](https://www.peony.ink/docs/features/webhooks) - [Automate Peony with an AI agent](https://www.peony.ink/docs/features/automate-with-ai-agents) **Help** - [Contact support](https://www.peony.ink/docs/troubleshooting/contact-support) ## Topics: every article by area ### Start here **Get started**: What Peony is, the key terms, and how to set up your first data room in minutes. - [What is Peony?](https://www.peony.ink/docs/getting-started/what-is-peony) - [Set up your first data room](https://www.peony.ink/docs/getting-started/quick-start) - [What do workspace, room, link and visitor mean?](https://www.peony.ink/docs/concepts/workspaces-data-rooms-links-viewers) ### Set up your room **Files & folders**: Upload, move and organize files, new versions, duplicating rooms, and how storage and deletion work. - [Upload, move and organize files and folders](https://www.peony.ink/docs/getting-started/upload-and-organize-files) - [Create a folder](https://www.peony.ink/docs/getting-started/create-a-folder) - [Start from a folder template](https://www.peony.ink/docs/getting-started/add-a-folder-template) - [Rename a file, folder or data room](https://www.peony.ink/docs/getting-started/rename-a-file-or-folder) - [Move a file or folder](https://www.peony.ink/docs/getting-started/move-a-file-or-folder) - [Add a file shortcut](https://www.peony.ink/docs/getting-started/add-a-file-shortcut) - [Update a file with a new version](https://www.peony.ink/docs/getting-started/upload-a-new-version) - [Duplicate a data room](https://www.peony.ink/docs/getting-started/duplicate-a-data-room) - [Convert a folder into a data room](https://www.peony.ink/docs/getting-started/convert-a-folder-to-a-data-room) - [Delete a file or folder](https://www.peony.ink/docs/getting-started/delete-a-file) - [Where files are stored](https://www.peony.ink/docs/concepts/how-file-storage-works) - [Index documents and let AI build the room](https://www.peony.ink/docs/features/ai/ai-auto-indexing) - [Export the document index](https://www.peony.ink/docs/features/ai/export-index) **File types**: How Excel, PDF, PowerPoint, video, audio and HTML files look to visitors, and every other format Peony supports. - [Excel](https://www.peony.ink/docs/file-types/excel-and-spreadsheets) - [PDF](https://www.peony.ink/docs/file-types/pdf) - [PowerPoint](https://www.peony.ink/docs/file-types/powerpoint) - [Video](https://www.peony.ink/docs/file-types/video) - [Artifacts](https://www.peony.ink/docs/file-types/artifacts) - [HTML](https://www.peony.ink/docs/use-cases/sharing-ai-artifacts) - [Others](https://www.peony.ink/docs/concepts/supported-file-formats) **Branding**: Your logo, brand colors, cover image, brand card, and a custom domain. - [Brand your rooms: logo and cover image](https://www.peony.ink/docs/features/branding/custom-branding) - [Use your own domain](https://www.peony.ink/docs/features/branding/custom-domains) - [Set up your brand card](https://www.peony.ink/docs/features/branding/brand-card) - [Set a thumbnail](https://www.peony.ink/docs/features/branding/set-thumbnails) ### Share & protect **Share with visitors**: Share a data room link, invite and re-invite visitors, choose email or link access, and set visitor verification and notifications. - [Share your data room](https://www.peony.ink/docs/getting-started/share-a-data-room-link) - [Create a group for a counterparty](https://www.peony.ink/docs/getting-started/create-a-group) - [Invite visitors by email](https://www.peony.ink/docs/getting-started/invite-viewers) - [How visitors open a room (a guide to forward)](https://www.peony.ink/docs/getting-started/open-a-data-room-as-a-visitor) - [Share just one file](https://www.peony.ink/docs/getting-started/share-a-single-file) - [Set email, password or link access](https://www.peony.ink/docs/getting-started/permissions-and-security-settings) - [Require email verification, an allow list or a block list on a link](https://www.peony.ink/docs/getting-started/email-gated-access) - [Turn verification and notifications on or off](https://www.peony.ink/docs/troubleshooting/streamlined-access-and-notifications) **Control what visitors can do**: Per-group, per-folder and per-file permissions, downloads, watermarks, and screenshot protection. - [Set view, download and upload permissions](https://www.peony.ink/docs/features/security/granular-access-control) - [Revoke access to a file, person or group](https://www.peony.ink/docs/features/security/revoke-access) - [Set or change a link expiry](https://www.peony.ink/docs/features/security/set-link-expiry) - [Hide new files and folders until you grant access](https://www.peony.ink/docs/features/security/hide-new-content-by-default) - [Get alerts about unusual visitor access](https://www.peony.ink/docs/features/security/visitor-anomaly-alerts) - [Stop visitors from printing](https://www.peony.ink/docs/features/security/stop-visitors-printing) - [Add watermarks](https://www.peony.ink/docs/features/security/dynamic-watermarks) - [Block screenshots (and its limits)](https://www.peony.ink/docs/features/security/screenshot-protection) - [Redact sensitive content in a PDF](https://www.peony.ink/docs/features/security/redaction) - [Which protections should I turn on?](https://www.peony.ink/docs/concepts/access-control-layers) **NDAs & e-signatures**: Require an NDA before visitors get in, and send any document out for e-signature. - [Set up an NDA for your data room](https://www.peony.ink/docs/features/security/nda-gates) - [Send documents for signature](https://www.peony.ink/docs/features/security/e-signatures) ### Run the deal **Q&A & AI**: Let visitors ask questions inside the room, and ask AI about your own documents. - [Answer visitor questions in the room](https://www.peony.ink/docs/features/collaboration/visitor-qa) - [Ask AI about your documents](https://www.peony.ink/docs/features/ai/ai-qa) **Track activity**: See who opened what, page by page, one visitor's full history, and export activity. - [Page-level analytics](https://www.peony.ink/docs/features/analytics/page-level-analytics) - [Data room-level analytics](https://www.peony.ink/docs/features/analytics/data-room-level-analytics) - [Audit trail](https://www.peony.ink/docs/features/analytics/audit-trail) ### Account & admin **Team & admins**: Who needs a paid seat, inviting teammates, removing admins, and changing the account email. - [Who pays: admins vs visitors](https://www.peony.ink/docs/concepts/admins-vs-viewers) - [Add teammates as admins](https://www.peony.ink/docs/getting-started/invite-your-team) - [Create a team](https://www.peony.ink/docs/getting-started/create-a-team) - [Create a new workspace](https://www.peony.ink/docs/getting-started/create-a-new-workspace) - [Remove an admin or change your email](https://www.peony.ink/docs/account-billing/admin-seats) **Plans & billing**: Plans, the trial, upgrades, downgrades, cancellations, refunds, payments, and invoices. - [What each plan costs and includes](https://www.peony.ink/docs/account-billing/plans-and-pricing) - [How the free trial works](https://www.peony.ink/docs/account-billing/trial) - [Upgrade, downgrade or cancel](https://www.peony.ink/docs/account-billing/upgrade-downgrade) - [Update your card or fix a failed payment](https://www.peony.ink/docs/account-billing/payment-method) - [What to do if checkout doesn't work](https://www.peony.ink/docs/troubleshooting/checkout-errors) - [Get invoices and receipts](https://www.peony.ink/docs/account-billing/invoices-and-receipts) **Security & compliance**: Encryption, hosting, data deletion, SOC 2, GDPR, DPAs, and vendor security reviews. - [How we protect and delete your data](https://www.peony.ink/docs/security-compliance/security-overview) - [Set up SAML SSO with Okta](https://www.peony.ink/docs/features/security/saml-sso) - [SOC 2, ISO 27001, GDPR and DPA status](https://www.peony.ink/docs/security-compliance/certifications) ### Troubleshoot **I can't sign in**: Admin sign-in codes that don't arrive, and codes that are rejected. - [Sign-in code doesn't arrive](https://www.peony.ink/docs/troubleshooting/admin-sign-in-code-not-arriving) - [Code says it's invalid](https://www.peony.ink/docs/troubleshooting/code-says-invalid) - [Admin invite opens the wrong account](https://www.peony.ink/docs/troubleshooting/admin-invite-opens-wrong-account) **Visitors can't get in**: Visitors or signers who get no email, can't get in, can't sign, or can't download. - [Visitor got no sign-in email](https://www.peony.ink/docs/troubleshooting/visitor-didnt-get-a-code) - [Link not found](https://www.peony.ink/docs/troubleshooting/link-not-found) - [Link opens with the previous email](https://www.peony.ink/docs/troubleshooting/visitor-link-opens-with-previous-email) - [Invites or reminders missing](https://www.peony.ink/docs/troubleshooting/invite-and-reminder-emails-not-delivered) - [Visitor's password is rejected](https://www.peony.ink/docs/troubleshooting/visitor-password-rejected) - [Visitor's file won't save](https://www.peony.ink/docs/troubleshooting/visitor-can-view-but-cant-download) - [Signer can't fill in fields](https://www.peony.ink/docs/troubleshooting/signer-cant-fill-in-fields) - [Too many verification requests](https://www.peony.ink/docs/troubleshooting/too-many-verification-requests) **Uploads and previews**: Uploads, folder uploads and videos that fail, and previews that won't load. - [Upload failed](https://www.peony.ink/docs/troubleshooting/file-could-not-be-uploaded) - [Folder upload fails or looks incomplete](https://www.peony.ink/docs/troubleshooting/folder-upload-problems) - [Video won't upload or play](https://www.peony.ink/docs/troubleshooting/video-upload-or-playback-fails) - [File won't preview or page looks broken](https://www.peony.ink/docs/troubleshooting/file-wont-preview) ### Resources **Use cases**: Fundraising, M&A, sales proposals, paid content, and sharing AI artifacts. - [Using Peony for fundraising](https://www.peony.ink/docs/use-cases/fundraising) - [Using Peony for M&A deals](https://www.peony.ink/docs/use-cases/ma-advisory) - [Using Peony for sales proposals](https://www.peony.ink/docs/use-cases/sales-proposals) - [Using Peony for paid newsletters and research](https://www.peony.ink/docs/use-cases/content-subscriptions) **API & integrations**: API access, integrations, and letting an AI agent run Peony for you. - [API and integrations](https://www.peony.ink/docs/apis-sdks) - [Webhooks](https://www.peony.ink/docs/features/webhooks) - [Automate Peony with an AI agent](https://www.peony.ink/docs/features/automate-with-ai-agents) **Contact support**: Live chat, direct email to Sean, Deqian or Chris, and booking a call. - [Contact support](https://www.peony.ink/docs/troubleshooting/contact-support) Glossary of data room and due diligence terms: https://www.peony.ink/docs/glossary --- _Markdown version of [https://www.peony.ink/docs/topics](https://www.peony.ink/docs/topics.md) for AI agents and LLMs; canonical HTML: https://www.peony.ink/docs/topics. Every page on peony.ink is available as markdown — append `.md` to the URL or request it with `Accept: text/markdown`. More: [llms.txt](https://www.peony.ink/llms.txt)._