Can I resend a share link without creating a new one?

Yes. Share links remain valid until they expire or are revoked — you can copy and resend the same link from your access controls panel.

What should I do if I think a document has been leaked?

Check the watermark on the leaked document — it will show the viewer's email and the date it was opened. Then go to your access controls and revoke that investor's link immediately with one click.

How do I contact Ciiimple support?

Reach the team through the support option inside the platform, or book a call at https://cal.com/iii/ciiimple-demo.

Ciiimple Troubleshooting and Common Issues — Help for Your Investor Data Room

This page covers the most common issues founders encounter when setting up or sharing a Ciiimple investor data room, with clear steps to resolve each one.

Investor Can't Access the Data Room

Possible causes and fixes:

Link expired — check whether you set an expiration date on the share link; generate a new link if needed
Wrong email domain — if you enabled domain restriction, confirm the investor is accessing from the allowed domain
Password not shared — if the room is password-protected, confirm the investor received the correct password
Link revoked — check your access controls to confirm the link is still active; re-share if it was accidentally revoked
NDA not accepted — if NDA gating is enabled, the investor must complete the NDA step before content is visible; ask them to check for the acceptance prompt

Investor Says the AI Chat Isn't Answering Correctly

The AI answers questions based on the documents uploaded to the room — if a document is missing or hasn't finished processing, the AI may not have the information
Confirm all relevant documents are uploaded and organized in the room the investor is viewing
Allow a moment for AI extraction to complete after a fresh upload before sharing the link

Watermark Not Appearing on PDFs

Watermarking applies to PDF files viewed inside the Ciiimple viewer — it does not apply to non-PDF formats
If an investor downloaded a file before you enabled watermarking, that copy will not carry the watermark; watermarks apply at the moment of each view going forward
Confirm the document is a PDF and is being viewed through the Ciiimple room (not a previously downloaded copy)

Engagement Analytics Showing No Activity

Confirm the investor received and opened the correct link
Check whether the link has an expiration date that has already passed
Verify the share link is active in your access control settings
Analytics update in real time — if the link was just sent, activity will appear once the investor opens it

Documents Not Processing After Upload

Large files may take a moment to process; wait briefly and refresh
Confirm the file is a supported format (PDF recommended for full feature support)
If a document remains unprocessed, try re-uploading or contact support

Getting Additional Help

For issues not covered here, book a demo call with the Ciiimple team at https://cal.com/iii/ciiimple-demo or contact support through the platform.

FAQ

Can I resend a share link without creating a new one?: Yes. Share links remain valid until they expire or are revoked — you can copy and resend the same link from your access controls panel.
What should I do if I think a document has been leaked?: Check the watermark on the leaked document — it will show the viewer's email and the date it was opened. Then go to your access controls and revoke that investor's link immediately with one click.
How do I contact Ciiimple support?: Reach the team through the support option inside the platform, or book a call at https://cal.com/iii/ciiimple-demo.