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Pathways
Take a Pathway to prepare, get ready and stay ready for what's next
50 articles in this collection
Written by
Sam Melrose
and
Bobby Padilla
Kira Integrations in Pathways
Kira integration allows Pathway documents to be analyzed more efficiently with just a few clicks
Written by
Bobby Padilla
Updated over a week ago
Move Your Dataroom to a Pathway
Move files from your dataroom to your Pathway to ensure you're "always on" and prepared for the next event.
Written by
Bobby Padilla
Updated over a week ago
Moving Cloud Based Files in Pathways
Written by
Bobby Padilla
Updated over a week ago
Move Files: Pathways
Easily move documents between topics within a Pathway
Written by
Bobby Padilla
Updated over a week ago
Enable Pathways
Ansarada Pathways are designed to give you complete visibility and clarity to act with confidence for every critical business decision.
Written by
Bobby Padilla
Updated over a week ago
COVID-19 Pathway
Our COVID-19 Pathway allows you to confidently monitor and manage your business with transparency and certainty. Be ready to act now.
Written by
Bobby Padilla
Updated over a week ago
COVID-19 Pathway: Free Trial
Our COVID-19 Pathway helps you manage risk by providing a foundational framework to consolidate business information so you're ready to act.
Written by
Bobby Padilla
Updated over a week ago
Rename Pathway Files
How to edit document titles within your Pathway
Written by
Bobby Padilla
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 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
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
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
Import Pathway from spreadsheet
Import your existing Due Diligence checklist
Written by
Sam Melrose
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
Bobby Padilla
Updated over a week ago
Pathways
Pathways
Pathways help determine how prepared a company is for a material event.
Written by
Bobby Padilla
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
Bobby Padilla
Updated over a week ago
Edit Pathways
Amend company Pathways to edit Topics and Requirements.
Written by
Bobby Padilla
Updated over a week ago
Pathways templates
Speed up the process when creating Pathways by creating Pathway templates.
Written by
Bobby Padilla
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
Bobby Padilla
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
Bobby Padilla
Updated over a week ago
Edit Pathway template
Edit existing Pathway templates to update Topics and Requirements.
Written by
Bobby Padilla
Updated over a week ago
Duplicate Pathway template
Duplicate a Pathway template to copy over the same Areas, Topics and Requirements.
Written by
Bobby Padilla
Updated over a week ago
Review Pathways
Update and review Areas and Topics within a Pathway.
Written by
Bobby Padilla
Updated over a week ago
Areas
Areas are located within Pathways. They contain Topics that are to be completed.
Written by
Bobby Padilla
Updated over a week ago
Rename Areas
Customize Area names to suit your project.
Written by
Bobby Padilla
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
Bobby Padilla
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
Bobby Padilla
Updated over a week ago
Delete Pathway
If a Pathway is no longer needed, the Pathway owner is able to delete it.
Written by
Bobby Padilla
Updated over a week ago
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
Bobby Padilla
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
Bobby Padilla
Updated over a week ago
Topics & topic guides
Topics
Topics are assigned to Areas within a Pathway that are to be completed by companies.
Written by
Bobby Padilla
Updated over a week ago
Edit Topics
Topics for a company's Pathway can be updated at any time.
Written by
Bobby Padilla
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
Bobby Padilla
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
Bobby Padilla
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
Bobby Padilla
Updated over a week ago
Reviewing topics
Review Topic Requirements and documents.
Written by
Bobby Padilla
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
Bobby Padilla
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
Bobby Padilla
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
Bobby Padilla
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
Bobby Padilla
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
Bobby Padilla
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
Bobby Padilla
Updated over a week ago
Add Requirements
Add requirements to an existing Pathway or Pathway template.
Written by
Bobby Padilla
Updated over a week ago
Edit Requirements
Pathway and Pathway template Requirements can be edited at any point in time.
Written by
Bobby Padilla
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
Bobby Padilla
Updated over a week ago
Smart notifications
Pathway notifications
Learn about all the notifications that are available in Pathways.
Written by
Bobby Padilla
Updated over a week ago
Pathway document notifications
Get notified when documents are uploaded to Topics.
Written by
Bobby Padilla
Updated over a week ago
Pathway weekly insights
Weekly email updates sent straight to your inbox on Pathway progress.
Written by
Bobby Padilla
Updated over a week ago
Transaction Room document notifications
Set and update email notifications for documents in Rooms.
Written by
Bobby Padilla
Updated over a week ago
Q&A notifications
Control your Q&A email notifications by turning Q&A Updates on or off.
Written by
Bobby Padilla
Updated over a week ago