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thedocyard
thedocyard
All you need to know about thedocyard
Guides
thedocyard: Admin - Guide
thedocyard: User - Guide
thedocyard: Invited teams - Guide
Getting started
thedocyard: New Account Holders: Accept an account invitation & open a new deal room
thedocyard: Uploading terms of use for a deal room
thedocyard: Managing your account, deal rooms & users
thedocyard: Team Invisibility
thedocyard: Setting up a new Deal Room
thedocyard: New User Registration
Joining a Deal Room
thedocyard: Already registered? Quick tip to accepting invitations
thedocyard: Accepting an invitation
thedocyard: Are you seeing an empty dashboard with no "Active Deals"?
thedocyard: Identifying assigned role
Global User Settings
thedocyard: Accessing your deal rooms: the Global & Deal Dashboards, log-out
thedocyard: Email Notification Frequency
Workflow
thedocyard: Dashboard activity ribbon
thedocyard: When to use a Checklist, Document or Data Room Tab
thedocyard: Create a new tab & set team permissions
thedocyard: Tab permission
thedocyard: Deal Room Permissions
thedocyard: Two Approvers and Default Deny
thedocyard: Watermarking documents
thedocyard: Importing tasks to a checklist
Templates
thedocyard: Creating and deploying a Deal Room Template
thedocyard: Creating and deploying tab templates
thedocyard: Creating a document tab from a template
The Draft Workflow
thedocyard: Publishing tabs
thedocyard: Publishing folders
thedocyard: Publishing files
thedocyard: Publishing a Checklist tab, table & tasks
thedocyard: 'Items to Publish' bulk publishing tool
Task Management
thedocyard: Checklists : create, edit and update tasks
thedocyard: Checklists - Collaborate
thedocyard: View tasks as a Gantt chart
thedocyard: Bulk Updates in the Checklist
File Sharing & Collaboration
thedocyard: Collaborating with non-room owner teams
thedocyard: File sharing & collaboration
thedocyard: Tools for in-team (private) collaboration
Data Room and Q&A
thedocyard: Add a folder to a Data Room or Document tab
thedocyard: Data Room Security & File Upload
thedocyard: Document permissions
thedocyard: Document download
thedocyard: Search - Data Room(s)
thedocyard: Copying between data room tabs
thedocyard: Move Files & Reorganise Folders
thedocyard: Data Room - review documents & ask questions
thedocyard: How to Ask a Question
thedocyard: Collaborating on Q&A: Export All / Selected
thedocyard: Find, filter and manage questions
Team Management
thedocyard: Create teams
thedocyard: Publishing a team
thedocyard: Add new teams & members
thedocyard: Understanding Team Roles and User Permissions
thedocyard: The role of Drafter
Reporting
thedocyard: Reports - Audit Trail
thedocyard: Reports - Real Time Reporting Tools
thedocyard: Reports - Build a report
Closing a deal room
thedocyard: Closing a Deal - Deleting the Deal Room
thedocyard: Reports - Build a deal book
Troubleshooting
thedocyard: Why are my invitations not being received?
