Procure

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: Number documents

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

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

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

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