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Pathways
Take a Pathway to prepare, get ready and stay ready for what's next
97 articles in this collection
Written by
Sam Melrose
and
Ciara Martin
Getting Started
Pathways
Pathways help determine how prepared a company is for a material event.
Written by
Ciara Martin
Updated over a week ago
Pathways minimum requirements
Get to know browser and system requirements for using Pathways.
Written by
Ciara Martin
Updated over a week ago
First time login to a Pathway
Steps on how to log into Pathway for first time users.
Written by
Ciara Martin
Updated over a week ago
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 over a week ago
Pathway password reset
If you have forgotten your Ansarada password for Pathways, learn how to reset it.
Written by
Ciara Martin
Updated over a week ago
Pathway invite not received
If you haven't received your Pathways email invite, follow these steps.
Written by
Ciara Martin
Updated over a week ago
Pathway Activity Feed
A new tab in Pathways that shows activity that has happened within the pathway.
Written by
Sam Melrose
Updated over a week ago
Edit Pathways profile
Update your Pathways profile details in a few clicks.
Written by
Ciara Martin
Updated over a week ago
Pathway quiz
Get started and take the Pathway quiz when invited to complete Pathway.
Written by
Ciara Martin
Updated over a week ago
Pathways dashboard
Get to know what everything means on your Pathways dashboard.
Written by
Ciara Martin
Updated over a week ago
Pathways templates
Speed up the process when creating Pathways by creating Pathway templates.
Written by
Ciara Martin
Updated over a week ago
Create Pathway template
Pathway templates allow you to quickly send a new Pathway using a pre populated set of Topics and Requirements.
Written by
Ciara Martin
Updated over a week ago
Import Pathway from spreadsheet
Import your existing Due Diligence checklist
Written by
Sam Melrose
Updated over a week ago
Edit Pathway template
Edit existing Pathway templates to update Topics and Requirements.
Written by
Ciara Martin
Updated over a week ago
Duplicate Pathway template
Duplicate a Pathway template to copy over the same Areas, Topics and Requirements.
Written by
Ciara Martin
Updated over a week ago
Send Pathway template
Create and send a new Pathway using an existing template to another company, someone in the same company or yourself.
Written by
Ciara Martin
Updated over a week ago
Create Pathways Directly From Templates
It is now easier than ever to create a Pathway directly from any Template
Written by
Ciara Martin
Updated over a week ago
Create and send new Pathway
Create and send a new Pathway without using a template to another company, someone in the same company or yourself.
Written by
Ciara Martin
Updated over a week ago
Pathway Due Dates
Due Dates are a fantastic way to start tracking the deliverables for your process.
Written by
Sam Melrose
Updated over a week ago
Edit Pathways
Amend company Pathways to edit Topics and Requirements.
Written by
Ciara Martin
Updated over a week ago
Review Pathways
Update and review Areas and Topics within a Pathway.
Written by
Ciara Martin
Updated over a week ago
Delete Pathway
If a Pathway is no longer needed, the Pathway owner is able to delete it.
Written by
Ciara Martin
Updated over a week ago
Leave Pathway
If people no longer need to access a Pathway that they are collaborating on, they can choose to leave the Pathway.
Written by
Ciara Martin
Updated over a week ago
Pathway Access
Pathway roles
Learn about the user roles available in Pathways to ensure your team has the right access.
Written by
Ciara Martin
Updated over a week ago
Add people to your Company in Pathways
Learn how to add colleagues in Pathways and restrict access to Pathways and Areas.
Written by
Ciara Martin
Updated over a week ago
Edit Pathway access
Update your teams access to Pathways and Pathway Areas.
Written by
Ciara Martin
Updated over a week ago
Resend Pathway invites
If you have misplaced your invite, Firm and Company Admins can resend the invitation email.
Written by
Ciara Martin
Updated over a week ago
Deactivate people
Deactivate team members so that they no longer have access to Pathways.
Written by
Ciara Martin
Updated over a week ago
Reactivate people
Reactivate team members so that their access is reinstated.
Written by
Ciara Martin
Updated over a week ago
Invite external company - Pathway
Invite external companies to collaborate on a Pathway.
Written by
Ciara Martin
Updated over a week ago
Edit external company access
Update external companies access when collaborating on a Pathway.
Written by
Ciara Martin
Updated over a week ago
Pathway visibility
Admins can control a team's visibility over Pathways and the Areas within.
Written by
Ciara Martin
Updated over a week ago
Areas and Topics
Areas
Areas are located within Pathways. They contain Topics that are to be completed.
Written by
Ciara Martin
Updated over a week ago
Area dashboard
Understand what the Area dashboard within a Pathway is.
Written by
Ciara Martin
Updated over a week ago
Rename Areas
Customize Area names to suit your project.
Written by
Ciara Martin
Updated over a week ago
Create custom Areas
Create a custom Area for a Pathways or Pathway template when creating a custom Topic.
Written by
Ciara Martin
Updated over a week ago
Area visibility
Access can be restricted by Areas in Pathways, People who have access to Areas are able to see all files and Topics related to that Area.
Written by
Ciara Martin
Updated over a week ago
People responsible for Areas
A person responsible for an Area, manages and maintains that Area. They ensure all of the documents are uploaded and on track.
Written by
Ciara Martin
Updated over a week ago
Area Reviewers
Reviewers are responsible for checking the requirements and documents, and verifying Topics. Assign people to review the Pathway Areas.
Written by
Ciara Martin
Updated over a week ago
Topics
Topics are assigned to Areas within a Pathway that are to be completed by companies.
Written by
Ciara Martin
Updated over a week ago
Add Topics to a Pathway template
Add Topics to an existing Pathway template to customize requirements for future Pathways.
Written by
Ciara Martin
Updated over a week ago
Add Topics to a Pathway
Add Topics to an existing company Pathway to customize requirements for your material event.
Written by
Ciara Martin
Updated over a week ago
Create Pathway custom Topic
Create custom Topics to suit the needs of your material event for a particular Pathway.
Written by
Ciara Martin
Updated over a week ago
Create Pathway template custom Topic
Create custom Topics in a Pathway template to suit the needs of your material event.
Written by
Ciara Martin
Updated over a week ago
People responsible for Topics
People responsible for Topics ensure all of the documentation is uploaded, requirements are met and their team is on track.
Written by
Ciara Martin
Updated over a week ago
Topic Reviewers
Assign people to review the Pathway Topics.
Written by
Ciara Martin
Updated over a week ago
Edit Topics
Topics for a company's Pathway can be updated at any time.
Written by
Ciara Martin
Updated over a week ago
Topic Due Dates
Due Dates are a fantastic way to start tracking the deliverables for your process.
Written by
Sam Melrose
Updated over a week ago
Priority Topics
Mark Topics as a priority so team members know immediately the most important Topics and where to start.
Written by
Ciara Martin
Updated over a week ago
Topic status
Topic statuses show team members what stage the Topic has progressed to and also contributes to the Pathway and Area Score.
Written by
Ciara Martin
Updated over a week ago
Update Topic status
Learn how to update a Topic status. Topic statuses show team members what stage the Topic has progressed to.
Written by
Ciara Martin
Updated over a week ago
Reviewing topics
Review Topic Requirements and documents.
Written by
Ciara Martin
Updated over a week ago
Topic guides
Topic guides give context as to what the Topic is and why it's important to have.
Written by
Ciara Martin
Updated over a week ago
Topic relevance
Selecting an industry, material event and company size for where a Topic is relevant makes it easier to find when creating a new Pathway.
Written by
Ciara Martin
Updated over a week ago
Add Requirements
Add requirements to an existing Pathway or Pathway template.
Written by
Ciara Martin
Updated over a week ago
Edit Requirements
Pathway and Pathway template Requirements can be edited at any point in time.
Written by
Ciara Martin
Updated over a week ago
Edit Topic guides
Edit Topic guides that have been created for custom Topics, to provide more information on the benefits of having the Topic completed.
Written by
Ciara Martin
Updated over a week ago
Manage and Collaborate Pathway Documents
Pathways file size limit
Learn about the file types and limits in Pathways.
Written by
Ciara Martin
Updated over a week ago
Pathway document organization
Categorize documents within Topics and the Document Index by activating document organization.
Written by
Ciara Martin
Updated over a week ago
Add document organization
Add document organization to categorize Pathway documents.
Written by
Ciara Martin
Updated over a week ago
Remove document organization
Remove document organization on documents in the Pathway.
Written by
Ciara Martin
Updated over a week ago
Upload Pathway documents
Upload documents quickly and easily into topic areas by following these steps.
Written by
Ciara Martin
Updated over a week ago
Update Pathway documents
If a document needs to be updated, learn how to replace it in a Pathway.
Written by
Ciara Martin
Updated over a week ago
Rename Pathway Files
How to edit document titles within your Pathway
Written by
Ciara Martin
Updated over a week ago
Delete Pathway documents
Learn how to delete documents from a Pathway.
Written by
Ciara Martin
Updated over a week ago
Recently updated documents
Documents are date stamped so that you know exactly when files were last updated.
Written by
Ciara Martin
Updated over a week ago
Pathway document status
Learn what about document statuses in Pathways.
Written by
Ciara Martin
Updated over a week ago
Move Files: Pathways
Easily move documents between topics within a Pathway
Written by
Ciara Martin
Updated over a week ago
Moving Cloud Based Files in Pathways
Written by
Ciara Martin
Updated over a week ago
Verify documents
Verify documents that have been uploaded into Pathways to confirm they have met the requirements.
Written by
Ciara Martin
Updated over a week ago
Unverify documents
If a file has been Verified by mistake, learn how to mark it as unverified again.
Written by
Ciara Martin
Updated over a week ago
Request an update
Request an update on files within Topics to notify the person responsible.
Written by
Ciara Martin
Updated over a week ago
Remove update request
Learn how to remove Requested updates on files.
Written by
Ciara Martin
Updated over a week ago
Add Topic comments
Leave comments in Topics and tag team members to follow up on items or to ask questions.
Written by
Ciara Martin
Updated over a week ago
Reply to Topic comments
Reply to comments left on Topics and tag team members to notify them.
Written by
Ciara Martin
Updated over a week ago
Download entire Pathway
Download files and Topics from a Pathway in one click.
Written by
Ciara Martin
Updated over a week ago
Download Areas
Download entire Areas and Topics within a Pathway.
Written by
Ciara Martin
Updated over a week ago
Download Topic documents
Quickly bulk download documents from Topics.
Written by
Ciara Martin
Updated over a week ago
Export comments in Pathways
Request an Export of the comments from within your Pathway.
Written by
Sam Melrose
Updated over a week ago
Pathway Score
Current score
The score is based on Topics that have been started, Requirements completed, Topics ready for review and Topics marked as Verified.
Written by
Ciara Martin
Updated over a week ago
Projected score
A company's Projected score shows the score the company will receive once the Topics they have started are completed.
Written by
Ciara Martin
Updated over a week ago
Pathway Integrations and Automations
Pathway Integrations
Connect to Box, Dropbox, Google Drive and OneDrive to upload and automatically sync updated versions of files and folders within Pathways.
Written by
Ciara Martin
Updated over a week ago
Pathway Integrations requirements
If files are not syncing using Box, Dropbox, Google Drive and OneDrive it may be because it has not met the integrations requirements.
Written by
Ciara Martin
Updated over a week ago
Connect Box
Automatically sync file and folders from your Box account into Pathways.
Written by
Ciara Martin
Updated over a week ago
Connect Dropbox
Automatically sync file and folders from your Dropbox account into Pathway.
Written by
Ciara Martin
Updated over a week ago
Connect OneDrive
Automatically sync file and folders from your OneDrive account into Pathways.
Written by
Ciara Martin
Updated over a week ago
Connect Google Drive
Automatically sync file and folders from your Google Drive account into Pathways.
Written by
Ciara Martin
Updated over a week ago
Disconnect Box
Disconnecting a Box account will automatically stop syncing any file updates to Pathways.
Written by
Ciara Martin
Updated over a week ago
Disconnect Dropbox
Disconnecting a Dropbox account will automatically stop syncing any file updates to Pathways.
Written by
Ciara Martin
Updated over a week ago
Disconnect Google Drive
Disconnecting a Google Drive account will automatically stop syncing any file updates to Pathways.
Written by
Ciara Martin
Updated over a week ago
Disconnect OneDrive
Disconnecting a OneDrive account will automatically stop syncing any file updates to Pathways.
Written by
Ciara Martin
Updated over a week ago
Pause syncing
Pause syncing on files and folders in Box, Dropbox, Google Drive and OneDrive.
Written by
Ciara Martin
Updated over a week ago
Move Pathway into a Deal Room
Transfer a Pathway to a Room to run a high-performance deal with document-level security controls, reporting, and Q&A.
Written by
Ciara Martin
Updated over a week ago
Move Your Deal Room to a Pathway
Move files from your Room to your Pathway to ensure you're "always on" and prepared for the next event.
Written by
Ciara Martin
Updated over a week ago
Pathway Notifications
Pathway notifications
Learn about all the notifications that are available in Pathways.
Written by
Ciara Martin
Updated over a week ago
Pathway document notifications
Get notified when documents are uploaded to Topics.
Written by
Ciara Martin
Updated over a week ago
Pathway weekly insights
Weekly email updates sent straight to your inbox on Pathway progress.
Written by
Ciara Martin
Updated over a week ago