Deals
All you need to know about Deals
By Christine and 8 others9 authors145 articles
- Enterprise: Create new project
- Enterprise: How to add people in the Management Area
- Copy content between Deal Rooms
- Transaction type customisation
- How to add: Terms of access
- Managing Secure Office for Microsoft documents
- How to generate a folder structure from Excel
- How to add files and folders to your Data Room
- Document security settings
- Create Teams and Sub-teams
- Edit Team security settings
- How to get a Document security report
- How to Add and Invite People
- How to set up Guest user registration
- Create your first Workflow
- Import your Workflow from Excel
- Create Workflow templates
- Manage your template library
- Load a template from a Workflow template library
- Workflow share and permission
- Add documents in Workflow
- Move documents from Workflow
- Filter in Workflow
- Workflow Details Panel
- Workflow - View Item History
- Workflow Item History - More Info
- Commenting in the Details Panel of Workflow
- Notify via Workflow
- Gantt Chart View in Workflow
- Bulk update items in Workflow
- Share Workflow with external team
- Export Workflow
- Workflow Security
- Manage guest user registrations
- Request Access for Guests
- Deal Room roles
- Edit Teams and Sub-teams
- Edit a person
- Edit people
- Resend Deal Room invites
- Bulk download settings
- Bulk email people
- "What can they view?"/ "View as"
- Security controls
- Remove document access
- Temp save PDFs
- Temp save Microsoft office files
- View Secure Office files
- Secure office minimum requirements
- Watermarks
- Disable people
- Enable people
- How to Add a Single Document
- How to create a folder
- Copy or Move folders and documents
- How to Replace a Document with an Updated Version
- Rename or Renumber Individual Documents or Folders
- Bulk edit Document Index
- Bulk renumber files and folders
- Repair numbering
- How to update the default number settings
- AiQ Smart Sort
- How to enable or disable your files and folders
- How to bulk redact documents
- Redact and edit redaction on a Single File
- Export documents and folders list
- Bulk download disabled documents
- Folder and document history
- Deal Room file size limit
- Microsoft Office Online Edit
- How to bulk un-redact documents
- How to Search for Documents
- Recently uploaded documents
- How to download your Document Index
- Downloading Deal Room documents
- Extract Deal Room bulk download
- Bulk download completion
- Bidder visibility and access
- Document restrictions
- Edit Microsoft Excel documents
- Preview Image files
- Preview Office documents
- Preview PDFs
- View PDFs on iPhone or iPad
- View Excel files on iPhone or iPad
- Available reports
- Insights report
- Bidder Engagement Score
- How to Activate the Bidder Engagement Score
- Low Bidder engagement score
- Activity log by person
- Room size report
- Q&A Summary Report
- Document Views Report
- Document Notifications Report
- The Document History Report
- Document Activity Report
- Bulk Download report
- Document Index report
- User Activity report
- Bulk Email report