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Collaborate (team & deal)
Collaborate (team & deal)
Manage access, collaborate with teams and participate in Q&A
107 articles in this collection
Written by
Sam Melrose,
Bobby Padilla,
and
Fads
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 access
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 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.
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
Manage & collaborate Pathway documents
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
Manage & collaborate Transaction Room documents
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
Access Transaction Room files
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
Scorecards team collaboration
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
Manage due diligence Q&A
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
Participate in due diligence Q&A
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 due diligence Q&A
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