Collaborate (team & deal)

How to Redact documents - BETA

Redaction is now available in BETA

Written by Sam Melrose
Updated over a week ago

Rename folders, documents, or index numbers in bulk

Our Client Success team is able to assist you in updating your Document Index in bulk through renaming or renumbering.

Written by Bobby Padilla
Updated over a week ago

Bulk download Transaction Room documents

No need to download files individually, if the Bulk download is activated download all the files you need in one go.

Written by Fads
Updated over a week ago

Bulk Download Disabled Documents

Administrators and Publishers can now include disabled documents in their bulk downloads.

Written by Bobby Padilla
Updated over a week ago

Edit Pathway access

Update your teams access to Pathways and Pathway Areas.

Written by Bobby Padilla
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 Bobby Padilla
Updated over a week ago

Add people in Pathways

Learn how to add colleagues in Pathways and restrict access to Pathways and Areas.

Written by Bobby Padilla
Updated over a week ago

Deactivate people

Deactivate team members so that they no longer have access to Pathways.

Written by Bobby Padilla
Updated over a week ago

Reactivate people

Reactivate team members so that their access is reinstated.

Written by Bobby Padilla
Updated over a week ago

Invite external company

Invite external companies to collaborate on a Pathway.

Written by Bobby Padilla
Updated over a week ago

Edit external company access

Update external companies access when collaborating on a Pathway.

Written by Bobby Padilla
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 Bobby Padilla
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 Bobby Padilla
Updated over a week ago

Pathway visibility

Admins can control a team's visibility over Pathways and the Areas within.

Written by Bobby Padilla
Updated over a week ago

Transaction Room roles

Different Room roles have different functions available to them in the Room. Learn about the basic permissions each Room role has.

Written by Bobby Padilla
Updated over a week ago

Q&A roles

Overview of Q&A roles and their respective capabilities within the Q&A process.

Written by Bobby Padilla
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.

Written by Bobby Padilla
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).

Written by Bobby Padilla
Updated over a week ago

Add people to Teams

Add and invite people to a Room.

Written by Bobby Padilla
Updated over a week ago

Send invites

Send invites to grant access to a Room.

Written by Bobby Padilla
Updated over a week ago

Resend Transaction Room invites

Learn how to resend Transaction Room invites

Written by Bobby Padilla
Updated over a week ago

Edit people

Easily update settings for multiple people in one go.

Written by Bobby Padilla
Updated over a week ago

Edit a person

Edit a person's settings in the Room.

Written by Bobby Padilla
Updated over a week ago

Bulk email people

Learn how to email multiple people from within the Room.

Written by Bobby Padilla
Updated over a week ago

Disable people

Disable a user's access to the Room so they can no longer access it.

Written by Bobby Padilla
Updated over a week ago

Disable access

Revoke user access to the Room and its documents

Written by Bobby Padilla
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.

Written by Bobby Padilla
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.

Written by Bobby Padilla
Updated over a week ago

Upload Pathway documents

Upload documents quickly and easily into topic areas by following these steps.

Written by Bobby Padilla
Updated over a week ago

Download entire Pathway

Download files and Topics from a Pathway in one click.

Written by Bobby Padilla
Updated over a week ago

Download Areas

Download entire Areas and Topics within a Pathway.

Written by Bobby Padilla
Updated over a week ago

Download Topic documents

Quickly bulk download documents from Topics.

Written by Bobby Padilla
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 Bobby Padilla
Updated over a week ago

Pathway document organization

Categorize documents within Topics and the Document Index by activating document organization.

Written by Bobby Padilla
Updated over a week ago

Add document organization

Add document organization to categorize Pathway documents.

Written by Bobby Padilla
Updated over a week ago

Edit document organization

Update how your documents are organized within Topics.

Written by Bobby Padilla
Updated over a week ago

Remove document organization

Remove document organization on documents in the Pathway.

Written by Bobby Padilla
Updated over a week ago

Pathways file size limit

Learn about the file types and limits in Pathways.

Written by Bobby Padilla
Updated over a week ago

Recently updated documents

Documents are date stamped so that you know exactly when files were last updated.

Written by Bobby Padilla
Updated over a week ago

Pathway document status

Learn what about document statuses in Pathways.

Written by Bobby Padilla
Updated over a week ago

Delete Pathway documents

Learn how to delete documents from a Pathway.

Written by Bobby Padilla
Updated over a week ago

Add files and folders

Easily add files and folders to a Room in bulk.

Written by Bobby Padilla
Updated over a week ago

Add a file

Add a single file into the Room.

Written by Bobby Padilla
Updated over a week ago

Create a folder

Add a single folder with no documents in the Room.

Written by Bobby Padilla
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.

Written by Bobby Padilla
Updated over a week ago

Archive Transaction Room

Request an Archive of the entire Room or only for specific sections, including Q&A.

Written by Bobby Padilla
Updated over a week ago

Archive disabled Transaction Room

Steps on how to request an Archive for a disabled Room.

Written by Bobby Padilla
Updated over a week ago

Archive enabled Transaction Room

Steps on how to request an Archive for an enabled Room.

Written by Bobby Padilla
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.

Written by Bobby Padilla
Updated over a week ago

Change Transaction Room document status

Enable and disable documents and folders to keep your information safe.

Written by Bobby Padilla
Updated over a week ago

Enable Transaction Room documents

Enable files in folders to make them visible in the Document Index.

Written by Bobby Padilla
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.

Written by Bobby Padilla
Updated over a week ago

Transaction Room file size limit

File types and file sizes that can be uploaded to the Room.

Written by Bobby Padilla
Updated over a week ago

Update Transaction Room documents

Update and upload new versions of files in the Room.

Written by Bobby Padilla
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.

Written by Bobby Padilla
Updated over a week ago

Rename Transaction Room files or folders

Update file or folder names in the Room using Edit in place.

Written by Bobby Padilla
Updated over a week ago

Delete Transaction Room documents

Delete and disable files in the Room.

Written by Bobby Padilla
Updated over a week ago

File and folder history

Check the history of a file or folder in the Room.

Written by Bobby Padilla
Updated over a week ago

Preview PDFs

Preview PDF files straight from the Document Index, no plugins required.

Written by Bobby Padilla
Updated over a week ago

Preview Office files

Preview Office files straight from the Document Index, no plugins required.

Written by Bobby Padilla
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.

Written by Bobby Padilla
Updated over a week ago

Recent documents

Identify recently upload documents in the Room.

Written by Bobby Padilla
Updated over a week ago

Search for files

Search for Room files and content within files.

Written by Bobby Padilla
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.

Written by Bobby Padilla
Updated over a week ago

Bulk download completion

All you need to about your Bulk download once it has been completed in the Room.

Written by Bobby Padilla
Updated over a week ago

File restrictions

Room Admins can place printing, saving and editing restrictions on PDFs and Microsoft Office files.

Written by Bobby Padilla
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.

Written by Bobby Padilla
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.

Written by Bobby Padilla
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.

Written by Bobby Padilla
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.

Written by Bobby Padilla
Updated over a week ago

Verify documents

Verify documents that have been uploaded into Pathways to confirm they have met the requirements.

Written by Bobby Padilla
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 Bobby Padilla
Updated over a week ago

Topic Reviewers

Assign people to review the Pathway Topics.

Written by Bobby Padilla
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 Bobby Padilla
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 Bobby Padilla
Updated over a week ago

Reply to Topic comments

Reply to comments left on Topics and tag team members to notify them.

Written by Bobby Padilla
Updated over a week ago

Request an update

Request an update on files within Topics to notify the person responsible.

Written by Bobby Padilla
Updated over a week ago

Remove update request

Learn how to remove Requested updates on files.

Written by Bobby Padilla
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 Bobby Padilla
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 Bobby Padilla
Updated over a week ago

Add Submission limits

Question submission limits allow you to control how many Questions are asked in the Room.

Written by Bobby Padilla
Updated over a week ago

Add Question Subjects

Create question subjects for Q&A.

Written by Bobby Padilla
Updated over a week ago

Edit Submission limits

Change the amount of questions a Team can ask.

Written by Bobby Padilla
Updated over a week ago

Edit Question Subjects

Edit Q&A question Subjects.

Written by Bobby Padilla
Updated over a week ago

Q&A bidder visibility

Bidders in the same Team will be able to see the identities of others in the same Team.

Written by Bobby Padilla
Updated over a week ago

Create Q&A report

Export all of the Q&A into an Excel spreadsheet.

Written by Bobby Padilla
Updated over a week ago

Delete Questions

Q&A Administrators can delete one or more questions.

Written by Bobby Padilla
Updated over a week ago

Pause one-way Q&A

The Room allows you to pause the one-way Q&A at any moment in time.

Written by Bobby Padilla
Updated over a week ago

Pause two-way Q&A

The Room allows you to pause the two-way Q&A at any moment in time.

Written by Bobby Padilla
Updated over a week ago

Ask Questions in one-way Q&A

Ask Questions in the Room.

Written by Bobby Padilla
Updated over a week ago

Ask a follow up Question

Ask a follow up Question to a Question that has already been asked.

Written by Bobby Padilla
Updated over a week ago

Bulk upload Questions

Ask Questions in bulk in the Room.

Written by Bobby Padilla
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.

Written by Bobby Padilla
Updated over a week ago

View Submission limits

View the number of questions you can ask and the current balance.

Written by Bobby Padilla
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.

Written by Bobby Padilla
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.

Written by Bobby Padilla
Updated over a week ago

Answer questions by email

Answer approvers, Answer authors and Answer drafters are able to answer Questions via email.

Written by Bobby Padilla
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.

Written by Bobby Padilla
Updated over a week ago

Bulk notify team

Notify multiple Team members at once about Answers disclosed in Q&A.

Written by Bobby Padilla
Updated over a week ago

Question assignments

See whose been assigned a question in Q&A.

Written by Bobby Padilla
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.

Written by Bobby Padilla
Updated over a week ago

Answer disclosure

Show all your Guests an Answer to a Question within Q&A.

Written by Bobby Padilla
Updated over a week ago

Bulk approve Answers

Q&A admins can save time and approve multiple Questions in a few clicks.

Written by Bobby Padilla
Updated over a week ago

Two-way Q&A roles

Overview of Q&A roles for tenders and their respective capabilities within the Q&A process.

Written by Bobby Padilla
Updated over a week ago

Ask Questions two-way Q&A

Ask Questions in the Room.

Written by Bobby Padilla
Updated over a week ago

Two-way Q&A statuses

View the Question status for two-way Q&A and learn what each of the question status means.

Written by Bobby Padilla
Updated over a week ago

Answer Questions two-way Q&A

All you need to know about Answering Questions within a two-way tenders Room and the different actions available.

Written by Bobby Padilla
Updated over a week ago