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 help determine how prepared a company is for a material event.

Written by Novan Sachrudi
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 Novan Sachrudi
Updated over a week ago

Edit Pathways

Amend company Pathways to edit Topics and Requirements.

Written by Novan Sachrudi
Updated over a week ago

Pathways templates

Speed up the process when creating Pathways by creating Pathway templates.

Written by Novan Sachrudi
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 Novan Sachrudi
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 Novan Sachrudi
Updated over a week ago

Edit Pathway template

Edit existing Pathway templates to update Topics and Requirements.

Written by Novan Sachrudi
Updated over a week ago

Duplicate Pathway template

Duplicate a Pathway template to copy over the same Areas, Topics and Requirements.

Written by Novan Sachrudi
Updated over a week ago

Review Pathways

Update and review Areas and Topics within a Pathway.

Written by Novan Sachrudi
Updated over a week ago

Areas

Areas are located within Pathways. They contain Topics that are to be completed.

Written by Novan Sachrudi
Updated over a week ago

Rename Areas

Customize Area names to suit your project.

Written by Novan Sachrudi
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 Novan Sachrudi
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 Novan Sachrudi
Updated over a week ago

Delete Pathway

If a Pathway is no longer needed, the Pathway owner is able to delete it.

Written by Novan Sachrudi
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 Novan Sachrudi
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 Novan Sachrudi
Updated over a week ago

Topics

Topics are assigned to Areas within a Pathway that are to be completed by companies.

Written by Novan Sachrudi
Updated over a week ago

Edit Topics

Topics for a company's Pathway can be updated at any time.

Written by Novan Sachrudi
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 Novan Sachrudi
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 Novan Sachrudi
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 Novan Sachrudi
Updated over a week ago

Reviewing topics

Review Topic Requirements and documents.

Written by Novan Sachrudi
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 Novan Sachrudi
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 Novan Sachrudi
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 Novan Sachrudi
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 Novan Sachrudi
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 Novan Sachrudi
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 Novan Sachrudi
Updated over a week ago

Add Requirements

Add requirements to an existing Pathway or Pathway template.

Written by Novan Sachrudi
Updated over a week ago

Edit Requirements

Pathway and Pathway template Requirements can be edited at any point in time.

Written by Novan Sachrudi
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 Novan Sachrudi
Updated over a week ago

Pathway notifications

Learn about all the notifications that are available in Pathways.

Written by Novan Sachrudi
Updated over a week ago

Pathway document notifications

Get notified when documents are uploaded to Topics.

Written by Novan Sachrudi
Updated over a week ago

Pathway weekly insights

Weekly email updates sent straight to your inbox on Pathway progress.

Written by Novan Sachrudi
Updated over a week ago

Transaction Room document notifications

Set and update email notifications for documents in Rooms.

Written by Novan Sachrudi
Updated over a week ago

Q&A notifications

Control your Q&A email notifications by turning Q&A Updates on or off.

Written by Novan Sachrudi
Updated over a week ago