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]

Did this answer your question?