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

Duc Hoang

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

Bidder Help Articles

Ansarada.com

About Ansarada

Blog

Clients

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.