This article is for all parties of a deal room accessing Q&A.
Filtering within Q&A is a powerful thedocyard tool that allows user to to select out specific questions based on criteria and is of particular use when working with a large number of questions.
Using the filters in Q&A
Open the Q&A tracker tab within the deal room
The criteria which can be filtered on is displayed at the top of the Q&A tracker
Users can use any of these criteria to filter specific questions for answering
The questions can be answered directly within the platform, or can be exported and sent to external teams for answering and then re-imported back in the Q&A tab
For more guidance on exporting from the Q&A tab, please visit this article Collaborating on Q&A: Export All / Selected
Need further guidance or help?
If you have any questions about Q&A, contact the Help Desk team: [email protected]