Collaborate (team & deal)

Manage access, collaborate with teams and participate in Q&A

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104 articles in this collection
Written by David Chalmers
Transaction Room access

Transaction Room roles

Different Room roles have different functions available to them in the Room. Learn about the basic permissions each Room role has.
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Written by David Chalmers
Updated over a week ago

Q&A roles

Overview of Q&A roles and their respective capabilities within the Q&A process.
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Written by David Chalmers
Updated over a week ago

Create Teams and Sub-teams

Create Teams and Sub-teams to determine Document access, Security controls, Watermarks and visibility over Question subjects.
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Written by David Chalmers
Updated over a week ago

Edit Teams and Sub-teams

Edit Team and Sub-team settings to allow or deny Full text search, Bulk download and Security for Microsoft Office files (Secure Office).
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Written by David Chalmers
Updated over a week ago

Add people to Teams

Add and invite people to a Room.
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Written by David Chalmers
Updated over a week ago

Send invites

Send invites to grant access to a Room.
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Written by David Chalmers
Updated over a week ago

Resend Transaction Room invites

Learn how to resend Transaction Room invites
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Written by David Chalmers
Updated over a week ago

Edit people

Easily update settings for multiple people in one go.
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Written by David Chalmers
Updated over a week ago

Edit a person

Edit a person's settings in the Room.
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Written by David Chalmers
Updated over a week ago

Bulk email people

Learn how to email multiple people from within the Room.
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Written by David Chalmers
Updated over a week ago

Disable people

Disable a user's access to the Room so they can no longer access it.
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Written by David Chalmers
Updated over a week ago

Disable access

Revoke user access to the Room and its documents
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Written by David Chalmers
Updated over a week ago

Enable people

If a user has been disabled, you can enable their access again so that to reinstate their access to the Room.
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Written by David Chalmers
Updated over a week ago

Reopen Transaction Room

If your Room is disabled, Ansarada is always able to re enable your Room at any time.
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Written by David Chalmers
Updated over a week ago
Manage & collaborate Scorecard documents

Upload Scorecard documents

Upload documents quickly and easily into topic areas by following these steps.
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Written by David Chalmers
Updated over a week ago

Download entire Scorecard

Download files and Topics from a Scorecard in one click.
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Written by David Chalmers
Updated over a week ago

Download Areas

Download entire Areas and Topics within a Scorecard.
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Written by David Chalmers
Updated over a week ago

Download Topic documents

Quickly bulk download documents from Topics.
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Written by David Chalmers
Updated over a week ago

Update Scorecard documents

If a document needs to be updated, learn how to replace it in a Scorecard.
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Written by David Chalmers
Updated over a week ago

Scorecard document organization

Categorize documents within Topics and the Document Index by activating document organization.
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Written by David Chalmers
Updated over a week ago

Add document organization

Add document organization to categorize Scorecard documents.
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Written by David Chalmers
Updated this week

Edit document organization

Update how your documents are organized within Topics.
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Written by David Chalmers
Updated over a week ago

Remove document organization

Remove document organization on documents in the Scorecard.
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Written by David Chalmers
Updated over a week ago

Scorecards file size limit

Learn about the file types and limits in Scorecards.
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Written by David Chalmers
Updated over a week ago

Recently updated documents

Documents are date stamped so that you know exactly when files were last updated.
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Written by David Chalmers
Updated over a week ago

Scorecard document status

Learn what about document statuses in Scorecards.
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Written by David Chalmers
Updated over a week ago

Delete Scorecard documents

Learn how to delete documents from a Scorecard.
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Written by David Chalmers
Updated over a week ago
Manage & collaborate Transaction Room documents

Add files and folders

Easily add files and folders to a Room in bulk.
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Written by David Chalmers
Updated over a week ago

Add a file

Add a single file into the Room.
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Written by David Chalmers
Updated over a week ago

Create a folder

Add a single folder with no documents in the Room.
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Written by David Chalmers
Updated over a week ago

Downloading Transaction Room documents

No need to download files individually, if the Bulk download is activated download all the files you need in one go.
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Written by David Chalmers
Updated over a week ago

Archive Transaction Room

Request an Archive of the entire Room or only for specific sections, including Q&A.
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Written by David Chalmers
Updated over a week ago

Archive disabled Transaction Room

Steps on how to request an Archive for a disabled Room.
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Written by David Chalmers
Updated over a week ago

Archive enabled Transaction Room

Steps on how to request an Archive for an enabled Room.
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Written by David Chalmers
Updated over a week ago

Transaction Room document status

View the status of a file or folder, and what the difference between enabled and disabled documents are.
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Written by David Chalmers
Updated over a week ago

Change Transaction Room document status

Enable and disable documents and folders to keep your information safe.
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Written by David Chalmers
Updated over a week ago

Enable Transaction Room documents

Enable files in folders to make them visible in the Document Index.
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Written by David Chalmers
Updated over a week ago

Disable Transaction Room documents

Disable files and folders to keep your information safe whilst you set Security controls for Teams.
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Written by David Chalmers
Updated over a week ago

Transaction Room file size limit

File types and file sizes that can be uploaded to the Room.
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Written by David Chalmers
Updated over a week ago

Update Transaction Room documents

Update and upload new versions of files in the Room.
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Written by David Chalmers
Updated over a week ago

Export enabled and disabled files and folders

Exporting the Manage Documents section of the Room to an Excel file allows you to have a list of all enabled and disabled files.
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Written by David Chalmers
Updated over a week ago

Rename Transaction Room files or folders

Update file or folder names in the Room using Edit in place.
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Written by David Chalmers
Updated over a week ago

Delete Transaction Room documents

Delete and disable files in the Room.
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Written by David Chalmers
Updated over a week ago

File and folder history

Check the history of a file or folder in the Room.
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Written by David Chalmers
Updated over a week ago

Copy and duplicate files

Duplicating files in the Room.
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Written by David Chalmers
Updated over a week ago
Access Transaction Room files

Preview PDFs

Preview PDF files straight from the Document Index, no plugins required.
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Written by David Chalmers
Updated over a week ago

Preview Office files

Preview Office files straight from the Document Index, no plugins required.
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Written by David Chalmers
Updated over a week ago

Access Archive links

Archive links can only be accessed by people who have access to that information in the Room.
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Written by David Chalmers
Updated over a week ago

Recent documents

Identify recently upload documents in the Room.
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Written by David Chalmers
Updated over a week ago

Search for files

Search for Room files and content within files.
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Written by David Chalmers
Updated over a week ago

Export the Document index

Export the Document Index to Excel to get a list of the files and folders available to you.
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Written by David Chalmers
Updated over a week ago

Bulk download completion

All you need to about your Bulk download once it has been completed in the Room.
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Written by David Chalmers
Updated over a week ago

File restrictions

Room Admins can place printing, saving and editing restrictions on PDFs and Microsoft Office files.
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Written by David Chalmers
Updated over a week ago

Edit Microsoft Excel documents

Restrictions can be applied to Excel files including the option to edit content and use functions like formulas, filters and macros.
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Written by David Chalmers
Updated over a week ago

View PDFs on iPhone or iPad

Open secured Room PDFs on iPads and iPhones by ensuring the files open with Adobe Reader.
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Written by David Chalmers
Updated over a week ago

View Secure Office files

Secure Office allows Room Admins to place additional security on Microsoft Word, Excel and Powerpoint files.
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Written by David Chalmers
Updated over a week ago

View Excel files on iPhone or iPad

To view Ansarada Room reports on an iPhone or iPad you'll need to install the Microsoft Excel app.
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Written by David Chalmers
Updated over a week ago
Scorecards team collaboration

Verify documents

Verify documents that have been uploaded into Scorecards to confirm they have met the requirements.
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Written by David Chalmers
Updated over a week ago

Unverify documents

If a file has been Verified by mistake, learn how to mark it as unverified again.
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Written by David Chalmers
Updated over a week ago

Topic Reviewers

Assign people to review the Scorecard Topics.
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Written by David Chalmers
Updated over a week ago

Area Reviewers

Reviewers are responsible for checking the requirements and documents, and verifying Topics. Assign people to review the Scorecard Areas.
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Written by David Chalmers
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.
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Written by David Chalmers
Updated over a week ago

Reply to Topic comments

Reply to comments left on Topics and tag team members to notify them.
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Written by David Chalmers
Updated over a week ago

Request an update

Request an update on files within Topics to notify the person responsible.
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Written by David Chalmers
Updated over a week ago

Remove update request

Learn how to remove Requested updates on files.
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Written by David Chalmers
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.
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Written by David Chalmers
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.
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Written by David Chalmers
Updated over a week ago
Participate in due diligence Q&A

Ask Questions in one-way Q&A

Ask Questions in the Room.
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Written by David Chalmers
Updated over a week ago

Ask a follow up Question

Ask a follow up Question to a Question that has already been asked.
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Written by David Chalmers
Updated over a week ago

Bulk upload Questions

Ask Questions in bulk in the Room.
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Written by David Chalmers
Updated over a week ago

One-way Q&A statuses

View a Question's status in one-way Q&A and learn what the different question statuses mean.
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Written by David Chalmers
Updated over a week ago

View Submission limits

View the number of questions you can ask and the current balance.
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Written by David Chalmers
Updated over a week ago

Approve Answers by email

Answer approvers have the ability to approve answers via email, without needing to log into the Room.
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Written by David Chalmers
Updated over a week ago

Answer Questions in one-way Q&A

All you need to know about Answering Questions within the Room and the different actions available.
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Written by David Chalmers
Updated over a week ago

Answer questions by email

Answer approvers, Answer authors and Answer drafters are able to answer Questions via email.
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Written by David Chalmers
Updated over a week ago

Bulk disclose Answers

If you are short on time but need to disclose multiple Answers to Guests use the Bulk disclose feature.
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Written by David Chalmers
Updated over a week ago

Bulk notify team

Notify multiple Team members at once about Answers disclosed in Q&A.
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Written by David Chalmers
Updated over a week ago

Question assignments

See whose been assigned a question in Q&A.
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Written by David Chalmers
Updated over a week ago

Questions awaiting action

Identify when a Question is awaiting your action and how to view all Questions with this status.
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Written by David Chalmers
Updated over a week ago

Answer disclosure

Show all your Guests an Answer to a Question within Q&A.
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Written by David Chalmers
Updated over a week ago

Bulk approve Answers

Q&A admins can save time and approve multiple Questions in a few clicks.
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Written by David Chalmers
Updated over a week ago