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Procure
Procure
All you need to know about Procurement
+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.
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.
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.
Written by
Jayden Wilkinson
Updated over a week ago
Procure: Deal-based labels
Update your deal type to customize the terminology in the Room.
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.
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.
Written by
Jayden Wilkinson
Updated over a week ago
Procure: Auto Numbering Setting
Change the default numbering in the Document Index.
Written by
Jayden Wilkinson
Updated over a week ago
Procure: Add files and folders
Easily add files and folders to a Room in bulk.
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.
Written by
Jayden Wilkinson
Updated over a week ago
Procure: Change Procure Deal Room document status
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.
Written by
Jayden Wilkinson
Updated over a week ago
Procure: Delete documents
Delete and disable files in the Procure Deal Room.
Written by
Jayden Wilkinson
Updated over a week ago
Procure: Renumber documents
Automatically re-number your Room index in seconds.
Written by
Jayden Wilkinson
Updated over a week ago
Procure: Move files
Move files individually or in bulk within the Room.
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.
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).
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.
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.
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.
Written by
Jayden Wilkinson
Updated over a week ago
Procure: Add people to Teams
Add and invite people to a Room.
Written by
Jayden Wilkinson
Updated over a week ago
Procure: Send Invites
Send invites to grant access to a deal room.
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.
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.
Written by
Jayden Wilkinson
Updated over a week ago
Procure: Edit People
Easily update settings for multiple people in one go.
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.
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.
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.
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.
Written by
Jayden Wilkinson
Updated over a week ago
Two way Q&A
Procure: Two-way Q&A roles
Overview of Q&A roles for procure data rooms and their respective capabilities within the Q&A process.
Written by
Ciara Martin
Updated over a week ago
Procure: Q&A notifications
Control your Q&A email notifications by turning Q&A updates on or off.
Written by
Jayden Wilkinson
Updated over a week ago
Procure: Edit Question Subjects
Edit Q&A question Subjects.
Written by
Jayden Wilkinson
Updated over a week ago
Procure: Ask Questions two-way Q&A
Ask Questions in the Room.
Written by
Ciara Martin
Updated over a week ago
Procure: Answer Questions two-way Q&A
All you need to know about Answering Questions within a two-way Procure Room and the different actions available.
Written by
Ciara Martin
Updated over a week ago
Procure: Two-way Q&A statuses
View the Question status for two-way Q&A and learn what each of the question status means.
Written by
Ciara Martin
Updated over a week ago
Procure: Pause two-way Q&A
The Room allows you to pause the two-way Q&A at any moment in time.
Written by
Ciara Martin
Updated over a week ago
Procure: Q&A email notification display settings
Activate Q&A notification emails to include the text of the Question.
Written by
Jayden Wilkinson
Updated over a week ago
Submission
Procure: How to set up your Submission Room
This article is to assist Administrators in setting up their Submission Rooms.
Written by
Jayden Wilkinson
Updated over a week ago
Procure: Manage Submissions
Set Bidder access to the Submission tool including folder access and submission deadlines.
Written by
Ciara Martin
Updated over a week ago
Procure: Run Multiple Submission Windows
Your Procure Room Now Supports Multiple Submission Windows
Written by
Ciara Martin
Updated over a week ago
Procure: Copy Submission Security
When copying Document Security, Submission Security settings are copied as well.
Written by
Ciara Martin
Updated over a week ago
Procure: How to submit your submission
How to prepare and submit your submission
Written by
Sam Melrose
Updated over a week ago
Procure: How Bidders can Upload and Download their Submission
How to
Written by
Vitaly Faynerman
Updated over a week ago
Procure: Archive your Submission Room
Steps on how to request an Archive from a Submission Room.
Written by
Sam Melrose
Updated over a week ago
Evaluation
Procure: How to set up your evaluation criteria
Written by
Sam Melrose
Updated over a week ago
Procure: How to add documents to evaluate
How to add documents to your evaluation once you have set up your criterions
Written by
Sam Melrose
Updated over a week ago
Procure: How to start your evaluation
Start your evaluation process once you have set up your workflow
Written by
Sam Melrose
Updated over a week ago
Procure: How to evaluate your assigned criterion
You can start evaluating once the evaluation has started in the room.
Written by
Sam Melrose
Updated over a week ago
Procure: How to view evaluation reports
How to view and read any evaluations which have been submitted
Written by
Sam Melrose
Updated over a week ago