Migrating from One VDR Provider to Another

Migrating between VDR providers is rarely advisable mid-deal but is a normal exercise between deals or at end-of-engagement. This guide covers the export, import, and validation steps.

Last updated: May 2026.

Export from the Source VDR

  • Bulk export — most providers offer ZIP / encrypted-archive export.
  • Audit-log export in machine-readable format (CSV / JSON).
  • Q&A export.
  • Permission map export.

Import into the Target VDR

  • Match folder structure or remap.
  • Recreate user groups and permission templates.
  • Reapply watermarking and view-only settings.
  • Re-link Q&A history if the target supports import.

Validation

  • Spot-check 50+ random documents for fidelity.
  • Verify permission templates match.
  • Run a test access from a sample bidder account.

Considerations

  • Mid-deal migration is a major project-management risk; almost always avoid.
  • Between deals, migration is straightforward.
  • End-of-engagement: take a frozen archive rather than continuing the room into a new provider.

Frequently Asked Questions

Can I migrate from Datasite to Papermark?

Yes between deals. Datasite supports bulk export; Papermark supports bulk import. Confirm permission and Q&A fidelity.

Further Reading