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thedocyard
thedocyard
All you need to know about thedocyard
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60 articles in this collection
Written by
Bex Cameron
Guides
Admin - Guide
A full overview of the deal management process
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Written by
Bex Cameron
Updated over a week ago
User - Guide
A quick introduction on the key features for new users and invited members
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Written by
Bex Cameron
Updated over a week ago
Invited teams - Guide
A quick overview for invited teams on the key areas of the deal room transaction
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Written by
Bex Cameron
Updated over a week ago
Getting started
New Account Holders: Accept an account invitation & open a new deal room
You must be registered on the platform and listed as a System or Room Administrator to open a new deal room.
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Written by
Bex Cameron
Updated over a week ago
Managing your account, deal rooms & users on thedocyard
The following guidance is aimed at system administrators of a client's account.
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Written by
Bex Cameron
Updated over a week ago
Setting up a new Deal Room
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Written by
Bex Cameron
Updated over a week ago
Uploading terms of use for a deal room
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Written by
Bex Cameron
Updated over a week ago
Team Invisibility
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Written by
Bex Cameron
Updated over a week ago
New User Registration
This article outlines the steps for registering as a new user of thedocyard.
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Written by
Bex Cameron
Updated over a week ago
Joining a Deal Room
Accepting an invitation
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Written by
Bex Cameron
Updated over a week ago
Already registered? Quick tip to accepting invitations
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Written by
Bex Cameron
Updated over a week ago
Are you seeing an empty dashboard with no "Active Deals"?
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Written by
Bex Cameron
Updated over a week ago
Identifying assigned role
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Written by
Bex Cameron
Updated over a week ago
Global User Settings
Accessing your deal rooms: the Global & Deal Dashboards, log-out
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Written by
Bex Cameron
Updated over a week ago
Email Notification Frequency
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Written by
Bex Cameron
Updated over a week ago
Workflow
Dashboard activity ribbon
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Written by
Bex Cameron
Updated over a week ago
When to use a Checklist, Document or Data Room Tab
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Written by
Bex Cameron
Updated over a week ago
Create a new tab & set team permissions
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Written by
Bex Cameron
Updated over a week ago
Tab permission
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Written by
Bex Cameron
Updated over a week ago
Deal Room Permissions
Setting team access to tabs, folders & files
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Written by
Bex Cameron
Updated over a week ago
Two Approvers and Default Deny
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Written by
Bex Cameron
Updated over a week ago
Watermarking documents
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Written by
Bex Cameron
Updated over a week ago
Importing tasks to a checklist
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Written by
Bex Cameron
Updated over a week ago
Templates
Creating and deploying a Deal Room Template
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Written by
Bex Cameron
Updated over a week ago
Creating and deploying tab templates
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Written by
Bex Cameron
Updated over a week ago
Creating a document tab from a template
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Written by
Bex Cameron
Updated over a week ago
The Draft Workflow
Publishing tabs
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Written by
Bex Cameron
Updated over a week ago
Publishing folders
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Written by
Bex Cameron
Updated over a week ago
Publishing files
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Written by
Bex Cameron
Updated over a week ago
Publishing a Checklist tab, table & tasks
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Written by
Bex Cameron
Updated over a week ago
'Items to Publish' bulk publishing tool
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Written by
Bex Cameron
Updated over a week ago
Task Management
Checklists : create, edit and update tasks
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Written by
Bex Cameron
Updated over a week ago
Checklists : Collaborate
How to upload and collaborate on files attached to a task
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Written by
Bex Cameron
Updated over a week ago
View tasks as a Gantt chart
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Written by
Bex Cameron
Updated over a week ago
Bulk Updates in the Checklist
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Written by
Bex Cameron
Updated over a week ago
File Sharing & Collaboration
Collaborating with non-room owner teams
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Written by
Bex Cameron
Updated over a week ago
File sharing & collaboration
Document tab: version control & check-out, check-in
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Written by
Bex Cameron
Updated over a week ago
Tools for in-team (private) collaboration
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Written by
Bex Cameron
Updated over a week ago
Data Room and Q&A
Add a folder to a Data Room or Document tab
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Written by
Bex Cameron
Updated over a week ago
Data Room Security & File Upload
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Written by
Bex Cameron
Updated over a week ago
Document permissions
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Written by
Bex Cameron
Updated over a week ago
Document download
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Written by
Bex Cameron
Updated over a week ago
Search - Data Room(s)
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Written by
Bex Cameron
Updated over a week ago
Copying between data room tabs
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Written by
Bex Cameron
Updated over a week ago
Move Files & Reorganise Folders
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Written by
Bex Cameron
Updated over a week ago
The Data Room - review documents & ask questions
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Written by
Bex Cameron
Updated over a week ago
How to Ask a Question
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Written by
Bex Cameron
Updated over a week ago
Collaborating on Q&A: Export All / Selected
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Written by
Bex Cameron
Updated over a week ago
Find, filter and manage questions
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Written by
Bex Cameron
Updated over a week ago
Team Management
Create teams
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Written by
Bex Cameron
Updated over a week ago
Publishing a team
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Written by
Bex Cameron
Updated over a week ago
Add new teams & members
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Written by
Bex Cameron
Updated over a week ago
Understanding Team Roles and User Permissions
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Written by
Bex Cameron
Updated over a week ago
The role of Drafter
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Written by
Bex Cameron
Updated over a week ago
Reporting
Reports: Audit Trail
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Written by
Bex Cameron
Updated over a week ago
Reports: Real Time Reporting Tools
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Written by
Bex Cameron
Updated over a week ago
Reports: Build a report
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Written by
Bex Cameron
Updated over a week ago
Closing a deal room
Closing a Deal - Deleting the Deal Room
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Written by
Bex Cameron
Updated over a week ago
Reports: Build a deal book
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Written by
Bex Cameron
Updated over a week ago
Troubleshooting
Why are my invitations not being received?
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Written by
Bex Cameron
Updated over a week ago