Pathways

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 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

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

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

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

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

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