Ansarada

Angelica Medallo

Sam Melrose

Christine Wong

Procure

Learn how to create a new procurement room in the management area.

Procure Enterprise: Create new project

Learn how to add people in the management area.

Procure: Add people in the Management Area

Management Area

Change the logo that appears in your Procure Deal Room.

Procure: Update Procure Deal Room logo

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

Procure: Transaction Type Labels

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

Procure: Terms of Access

Change the default numbering in the Document Index.

Procure: Auto Numbering Settings

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

Procure: Session timeout

Getting Started

Easily add files and folders to a Room in bulk.

Procure: Add files and folders

Move folders and documents individually or in bulk within the Room.

Procure: Move folders and documents

All you need to know about Ansarada's security settings and how to add security for documents.

Procure: Document security settings

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

Procure: Watermarks

Automatically re-number your Room index in seconds.

Procure: Renumber documents

Preview Office and PDF documents straight from the Document Index, no plugins required.

Procure: Preview Documents

View the status of a file or folder, and what the difference between enabled and disabled documents are.

Procure: Document status

Disable files and folders to keep your information safe whilst you set Security controls for Teams.

Procure: Disable documents

Delete and disable files in the Procure Deal Room.

Procure: Delete documents

Procure: Change Procure Room Document Status

Document Management 

Create Teams and Sub-teams to determine Document access, Security controls, Watermarks and visibility over Question subjects.

Procure: Create Teams and Sub-teams

Procure: Add people to Teams

Send invites to grant access to a deal room.

Procure: Send Invites

If a user has been disabled, you can enable their access again so that to reinstate their access to the Room.

Procure: Enable people

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

Procure: Disable people

Edit Team and Sub-team settings to allow or deny Full text search, Bulk download and Security for Microsoft Office files (Secure Office).

Procure: Edit Teams and Sub-teams

Easily update settings for multiple people in one go.

Procure: Edit People

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

Procure: Room Roles

Jordan Mondragon

User & Teams Management

Control your Q&A email notifications by turning Q&A updates on or off.

Procure: Q&A notifications

Procure: Edit Question Subjects

Procure: Ask Questions two-way Q&A

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

Procure: Answer Questions two-way Q&A

Internal Main Contact can change the disclosure level of a disclosed question in two-way Q&A.

Procure: Change Disclosure Level in two-way Q&A

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

Procure: Two-way Q&A statuses

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

Procure: Pause two-way Q&A

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

Procure: Q&A email notification display settings

Overview of Two-Way Q&A Roles and their respective capabilities within the Two-Way Q&A process.

Procure: Two-Way Q&A Roles

Pete Radwanski

Two way Q&A

Learn how to setup submission windows to allow Bidders to submit documents.

Procure: Set up submission windows

Learn how to copy Submission Security from one team to another.

Procure: Copy submission security

How to submit and download your submission

Procure: How to submit and download your submission

Steps on how to request an Archive from a Submission Room.

Procure: Archive your Submission Room

Learn how to export the submission receipts in your Procure Room.

Procure: Submission Receipts

Submission

Procure: How to set up your evaluation criteria

How to add documents to your evaluation once you have set up your criterions

Procure: How to add documents to evaluate

Start your evaluation process once you have set up your workflow

Procure: How to start your evaluation

You can start evaluating once the evaluation has started in the room.

Procure: How to evaluate your assigned criterion

How to view and read any evaluations which have been submitted

Procure: How to view evaluation reports

Evaluation

Archive links can only be accessed by people who have access to that information in the Procure deal room.

Procure: Access Archive links

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

Procure: Archive disabled Room

Steps on how to request an archive for an enabled Procure Room.

Procure: Archive enabled Room

Request an archive of the entire Procure Room or only for a specific bidder, including Q&A and Workflow.

Procure: Archive Room

If this stage of the procurement is coming to an end you can disable your room.

Procure: Disable Procure Room

Closure of Procurement

Steps on how to log into the Room for first time Ansarada Rooms users.

Procure Bidder User: First time login into Ansarada Procure room

How Bidder Teams can ask questions in a Procure room.

Procure: How Bidder Teams Ask Questions

Procure: How Bidders can Upload and Download their Submission

Guests can now request access for other users. Send a request for access to the administrators of the room.

Procure: Request Access for Guests

Vitaly Faynerman

Nina Lee

Bidder Help Articles

Ansarada.com

About Ansarada

Blog

Clients

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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