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

Help to streamline your Q&A process by bulk importing your answers via excel. This article shows you how to download your questions and import your answers in one-way Q&A.

Procure: Bulk import answers via Excel

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

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

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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.

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

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

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

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