Ansarada

Christine Wong

Angelica Medallo

Ciara Martin

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

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: Deal-based labels

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

Procure: Terms of Access

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

Change the default numbering in the Document Index.

Procure: Auto Numbering Setting

Easily add files and folders to a Room in bulk.

Procure: Add files and folders

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

Procure: Document status

Procure: Change Procure Deal Room 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

Automatically re-number your Room index in seconds.

Procure: Renumber documents

Move files individually or in bulk within the Room.

Procure: Move files

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

Procure: Preview Office documents

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

Procure: Create 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).

Procure: Edit Teams and Sub-teams

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

Procure: Document security settings

A breakdown of Security controls in the Room such as Temp save, print, edit and copy and how they affect your secured documents.

Security Controls for your Procure room

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

Procure: Watermarks

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

Easily update settings for multiple people in one go.

Procure: Edit People

If this stage of the Procure is coming to an end you can disable your Room.

Procure: Disable Deal Room

Request an archive of the entire Procure Room or only for specific sections, including Q&A.

Procure: Archive Room

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

Procure: Archive enabled Room

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

Procure: Archive disabled Room

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

Procure: Access Archive links

Getting Started

Overview of Q&A roles for procure data rooms and their respective capabilities within the Q&A process.

Procure: Two-way Q&A roles

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

Duc Hoang

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

Sam Melrose

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

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