Getting started

All you need to know to get started in the Platform

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15 articles in this collection
Written by Sam Melrose, Ciara Martin, Vitaly Faynerman and 1 other

Profile

First time login to an Ansarada Deal Room

Steps on how to log into the Room for first time Ansarada Rooms users.

Written by Ciara Martin
Updated yesterday

First time login to a Pathway

Steps on how to log into Pathway for first time users.

Written by Ciara Martin
Updated yesterday

Relogin to a new Deal Room

Steps on how to log into the Room for people that have used Ansarada before and are existing users.

Written by Ciara Martin
Updated yesterday

Relogin to a new Pathway

Steps on how to log into Pathways for people that have used Ansarada before and are existing users.

Written by Ciara Martin
Updated yesterday

Starting in Pathways

Pathways minimum requirements

Get to know browser and system requirements for using Pathways.

Written by Ciara Martin
Updated yesterday

Pathway quiz

Get started and take the Pathway quiz when invited to complete Pathway.

Written by Ciara Martin
Updated yesterday

Pathways dashboard

Get to know what everything means on your Pathways dashboard.

Written by Ciara Martin
Updated yesterday

Area dashboard

Understand what the Area dashboard within a Pathway is.

Written by Ciara Martin
Updated yesterday

Starting in Deal Rooms

Deal Room language

Ansarada allows you to change the language for your Room.

Written by Ciara Martin
Updated yesterday

The definitive due diligence checklist

Written by Harry Faktor
Updated over a week ago

Create your first Workflow

Get started in your Workflow section to manage your deal with ease

Written by Vitaly Faynerman
Updated yesterday

Edit Workflow Security Settings

Workflow Permissions and Security

Written by Vitaly Faynerman
Updated yesterday

Import your Workflow from Excel

Learn how to populate your workflow items from an Excel file.

Written by Sam Melrose
Updated yesterday

Secure office minimum requirements

Requirements for opening Secure Office documents in Rooms.

Written by Ciara Martin
Updated yesterday

Deal Room minimum requirements

Learn what the browser and system requirements are for accessing the Room.

Written by Ciara Martin
Updated yesterday