Procure

All you need to know about Procurement

Sam Melrose avatar Ciara Martin avatar Vitaly Faynerman avatar +1
48 articles in this collection
Written by Sam Melrose, Ciara Martin, Vitaly Faynerman and 1 other
Getting Started

Procure: Create a new room in the Management Area

Learn how to create a new procurement room in the management area.
Jayden Wilkinson avatar
Written by Jayden Wilkinson
Updated over a week ago

Procure: Add people in the Management Area

Learn how to add people in the management area.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Update Procure Deal Room logo

Change the logo that appears in your Procure Deal Room.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Deal-based labels

Update your deal type to customize the terminology in the Room.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Terms of Access

Add or update your Room's Terms of Access in a few clicks.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Session timeout

Change the length of time you would like a person to be logged into the Room for before the session times out.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Number documents

Change the default numbering in the Document Index.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Add files and folders

Easily add files and folders to a Room in bulk.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Document status

View the status of a file or folder, and what the difference between enabled and disabled documents are.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Change Procure Deal Room document status

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Written by Jayden Wilkinson
Updated over a week ago

Procure: Disable documents

Disable files and folders to keep your information safe whilst you set Security controls for Teams.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Delete documents

Delete and disable files in the Procure Deal Room.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Renumber documents

Automatically re-number your Room index in seconds.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Move files

Move files individually or in bulk within the Room.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Create Teams and Sub-teams

Create Teams and Sub-teams to determine Document access, Security controls, Watermarks and visibility over Question subjects.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Edit 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).
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Document security settings

All you need to know about Ansarada's security settings and how to edit/create security for people in the procure deal room.
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Written by Jayden Wilkinson
Updated over a week ago

Security Controls for your Procure room

A breakdown of Security controls in the Room such as Temp save, print, view, edit and copy and how they affect your secured documents.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Procure: Watermarks

Apply the default or customized dynamic watermark to your PDFs in the Procure Data Room.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Add people to Teams

Add and invite people to a Room.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Send Invites

Send invites to grant access to a deal room.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Enable people

If a user has been disabled, you can enable their access again so that to reinstate their access to the Room.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Disable people

Disable a user's access to the Room so they can no longer access it.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Edit People

Easily update settings for multiple people in one go.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Disable Procure Deal Room

If this stage of the Procure is coming to an end you can disable your Room.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Archive enabled Deal Room

Steps on how to request an archive for an enabled Procure data room.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Archive disabled Deal Room

Steps on how to request an Archive for a disabled Procure deal Room.
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Written by Jayden Wilkinson
Updated over a week ago

Procure: Access Archive links

Archive links can only be accessed by people who have access to that information in the Procure deal room.
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Written by Jayden Wilkinson
Updated over a week ago