Document security settings

All you need to know about Ansarada's security settings and how to edit/create security for people in the Room.

Written by David Chalmers
Updated over a week ago

Security controls

The ins and outs of Security controls in the Room such as Temp save, print, view, edit and copy and how they affect your secured documents.

Written by David Chalmers
Updated over a week ago

Watermarks

Apply the default or customized dynamic watermark to your PDFs in the Room.

Written by David Chalmers
Updated over a week ago

Manage security settings for Microsoft Office

Turn Ansarada security settings on and off for Microsoft Office documents in the Room.

Written by David Chalmers
Updated over a week ago

Bulk download settings

Learn how to change the Bulk download settings.

Written by David Chalmers
Updated over a week ago

Temp save PDFs

Apply temp save to PDFs in the Room.

Written by David Chalmers
Updated over a week ago

Temp save Microsoft office files

Apply temp save to Microsoft Office files in the Room.

Written by David Chalmers
Updated over a week ago

Edit Team security settings

Editing document security settings for Teams.

Written by David Chalmers
Updated over a week ago

Remove document access

Remove access to documents and people in the Room.

Written by David Chalmers
Updated over a week ago

Bidder visibility and access

View what documents your bidder has access to according to their access rights and permissions.

Written by David Chalmers
Updated over a week ago

Terms of access

Add or update your Room's Terms of Access in a few clicks.

Written by David Chalmers
Updated over a week ago

Disable Transaction Room

If your deal is coming to an end you can disable your Room.

Written by David Chalmers
Updated over a week ago

Update Transaction Room name

Change the name of your Room.

Written by David Chalmers
Updated over a week ago

Update Transaction Room URL

Change the Room URL address to match the name.

Written by David Chalmers
Updated over a week ago

Update Transaction Room logo

Change the logo that appears in your Ansarada Room.

Written by David Chalmers
Updated over a week ago

Update auto numbering

Change the default numbering in the Room.

Written by David Chalmers
Updated over a week ago

Transaction-based labels

Update your transaction type to customize the terminology in the Room.

Written by David Chalmers
Updated over a week ago

Update welcome message

Edit the Get Started welcome message which appears on the login screen and also on the left navigation menu in the Room.

Written by David Chalmers
Updated over a week ago

Session timeout

Change the length of time you would like a person to be logged into the Room for before the session times out.

Written by David Chalmers
Updated over a week ago

Freeze Transaction Room

Freeze a Room so that it remains open in a read-only state.

Written by David Chalmers
Updated over a week ago

Activate Secure Office

Turn Ansarada security settings on for Microsoft Office documents in the Room.

Written by David Chalmers
Updated over a week ago

Deactivate Secure Office

Turn Ansarada security settings off for Microsoft Office documents.

Written by David Chalmers
Updated over a week ago

Transaction Room time stamp

Change the Room time stamp in the Document index, Admin history, Q&A and Reports, to reflect your time zone.

Written by David Chalmers
Updated over a week ago

Q&A email notification display settings

Activate Q&A notification emails to include the text of the Question.

Written by David Chalmers
Updated over a week ago

Available reports

View the Ansarada Room reports and what is included in them.

Written by David Chalmers
Updated over a week ago

Document security report

Ensure your files are secured by running a Document security report.

Written by David Chalmers
Updated over a week ago

Activity log by person

Run an Activity report to track bidder activity including Bulk Downloads, Document Views and more.

Written by David Chalmers
Updated over a week ago

Document views report

Get a complete audit trail for a particular document in the Room with the Document Views report.

Written by David Chalmers
Updated over a week ago

Usage report

Run a Usage report to see the number of pages in the room Room, and the Room's size in megabytes

Written by David Chalmers
Updated over a week ago

Export Q&A

Export all questions and answers from Q&A to Excel. You can also print the questions and answers, or save as a PDF.

Written by David Chalmers
Updated over a week ago

Insights report

Track which bidders are most interested. Subscribe yourself or your team to weekly insights and recommendations.

Written by David Chalmers
Updated over a week ago

Q&A summary report

A report summarising activity on questions and answers.

Written by David Chalmers
Updated over a week ago

GDPR

Understand how Ansarada protects your data.

Written by David Chalmers
Updated over a week ago

ISO 27001

Learn about Ansarada's compliance in Rooms so your data stays protected.

Written by David Chalmers
Updated over a week ago