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Ansarada university

Training videos to quickly get up to speed on the Platform

12 articles in this collection
Written by David Chalmers and Dan Polonka

Scorecards

Introduction to Scorecards

Get a better understanding of the Scorecards part of the Platform and its capabilities.

Written by David Chalmers
Updated over a week ago

Scorecards & Templates

Learn all you need to know about creating, editing and sending a Scorecard.

Written by David Chalmers
Updated over a week ago

Team management

Understand how to manage and collaborate with team members in Scorecards.

Written by David Chalmers
Updated over a week ago

Scorecard workflow

Know all the vital elements for effectively managing and completing your Scorecard to ensure your business is at its best state.

Written by David Chalmers
Updated over a week ago

Automated Room Creation

Easily transfer your Scorecard to a Room for high-performance deal making backed by robust security, reporting, and Q&A functionality.

Written by David Chalmers
Updated over a week ago

Transaction Rooms

Chapter 1: Introduction & Document Index

Get started on your Room with an introduction to the Document Index.

Written by David Chalmers
Updated over a week ago

Chapter 2: Managing Documents

Learn some best practices about uploading and managing your files and folders.

Written by David Chalmers
Updated over a week ago

Chapter 3: Security and Teams

Get guided through how to set up Teams, Sub-Teams, Security settings and sending invitation emails.

Written by David Chalmers
Updated over a week ago

Chapter 4: Q&A

Understand all about how to set up and run the Q&A in the Room.

Written by David Chalmers
Updated over a week ago

Chapter 5: Manage settings

Walk through how to update your Room settings.

Written by David Chalmers
Updated over a week ago

Chapter 6: Reports

Learn all about the reports available to your team.

Written by David Chalmers
Updated over a week ago

Guest Training Resources

Guest Training for Rooms

A quick review of the most essential tools and functions available to Room Guests.

Written by Dan Polonka
Updated over a week ago