thedocyard

thedocyard: Admin - Guide

A full overview of the deal management process

Written by Madeline Anthony
Updated over a week ago

thedocyard: User - Guide

A quick introduction on the key features for new users and invited members

Written by Madeline Anthony
Updated over a week ago

thedocyard: Invited teams - Guide

A quick overview for invited teams on the key areas of the deal room transaction

Written by Madeline Anthony
Updated over a week ago

thedocyard: 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. 

Written by Madeline Anthony
Updated over a week ago

thedocyard: Uploading terms of use for a deal room

Written by Madeline Anthony
Updated over a week ago

thedocyard: Managing your account, deal rooms & users

The following guidance is aimed at system administrators of a client's account.

Written by Madeline Anthony
Updated over a week ago

thedocyard: Team Invisibility

Written by Madeline Anthony
Updated over a week ago

thedocyard: Setting up a new Deal Room

Written by Madeline Anthony
Updated over a week ago

thedocyard: New User Registration

This article outlines the steps for registering as a new user of thedocyard.

Written by Madeline Anthony
Updated over a week ago

thedocyard: Already registered? Quick tip to accepting invitations

Written by Madeline Anthony
Updated over a week ago

thedocyard: Accepting an invitation

Written by Madeline Anthony
Updated over a week ago

thedocyard: Are you seeing an empty dashboard with no "Active Deals"?

Written by Madeline Anthony
Updated over a week ago

thedocyard: Identifying assigned role

Written by Madeline Anthony
Updated over a week ago

thedocyard: Accessing your deal rooms: the Global & Deal Dashboards, log-out

Written by Madeline Anthony
Updated over a week ago

thedocyard: Email Notification Frequency

Written by Madeline Anthony
Updated over a week ago

thedocyard: Dashboard activity ribbon

Written by Madeline Anthony
Updated over a week ago

thedocyard: When to use a Checklist, Document or Data Room Tab

Written by Madeline Anthony
Updated over a week ago

thedocyard: Create a new tab & set team permissions

Written by Madeline Anthony
Updated over a week ago

thedocyard: Tab permission

Written by Madeline Anthony
Updated over a week ago

thedocyard: Deal Room Permissions

Setting team access to tabs, folders & files

Written by Madeline Anthony
Updated over a week ago

thedocyard: Two Approvers and Default Deny

Written by Madeline Anthony
Updated over a week ago

thedocyard: Watermarking documents

Written by Madeline Anthony
Updated over a week ago

thedocyard: Importing tasks to a checklist

Written by Madeline Anthony
Updated over a week ago

thedocyard: Creating and deploying a Deal Room Template

Written by Madeline Anthony
Updated over a week ago

thedocyard: Creating and deploying tab templates

Written by Madeline Anthony
Updated over a week ago

thedocyard: Creating a document tab from a template

Written by Madeline Anthony
Updated over a week ago

thedocyard: Publishing tabs

Written by Madeline Anthony
Updated over a week ago

thedocyard: Publishing folders

Written by Madeline Anthony
Updated over a week ago

thedocyard: Publishing files

Written by Madeline Anthony
Updated over a week ago

thedocyard: Publishing a Checklist tab, table & tasks

Written by Madeline Anthony
Updated over a week ago

thedocyard: 'Items to Publish' bulk publishing tool

Written by Madeline Anthony
Updated over a week ago

thedocyard: Checklists : create, edit and update tasks

Written by Madeline Anthony
Updated over a week ago

thedocyard: Checklists - Collaborate

How to upload and collaborate on files attached to a task

Written by Madeline Anthony
Updated over a week ago

thedocyard: View tasks as a Gantt chart

Written by Madeline Anthony
Updated over a week ago

thedocyard: Bulk Updates in the Checklist

Written by Madeline Anthony
Updated over a week ago

thedocyard: Collaborating with non-room owner teams

Written by Madeline Anthony
Updated over a week ago

thedocyard: File sharing & collaboration

Document tab: version control & check-out, check-in

Written by Madeline Anthony
Updated over a week ago

thedocyard: Tools for in-team (private) collaboration

Written by Madeline Anthony
Updated over a week ago

thedocyard: Add a folder to a Data Room or Document tab

Written by Madeline Anthony
Updated over a week ago

thedocyard: Data Room Security & File Upload

Written by Madeline Anthony
Updated over a week ago

thedocyard: Document permissions

Written by Madeline Anthony
Updated over a week ago

thedocyard: Document download

Written by Madeline Anthony
Updated over a week ago

thedocyard: Search - Data Room(s)

Written by Madeline Anthony
Updated over a week ago

thedocyard: Copying between data room tabs

Written by Madeline Anthony
Updated over a week ago

thedocyard: Move Files & Reorganise Folders

Written by Madeline Anthony
Updated over a week ago

thedocyard: Data Room - review documents & ask questions

Written by Madeline Anthony
Updated over a week ago

thedocyard: How to Ask a Question

Written by Madeline Anthony
Updated over a week ago

thedocyard: Collaborating on Q&A: Export All / Selected

Written by Madeline Anthony
Updated over a week ago

thedocyard: Find, filter and manage questions

Written by Madeline Anthony
Updated over a week ago

thedocyard: Create teams

Written by Madeline Anthony
Updated over a week ago

thedocyard: Publishing a team

Written by Madeline Anthony
Updated over a week ago

thedocyard: Add new teams & members

Written by Madeline Anthony
Updated over a week ago

thedocyard: Understanding Team Roles and User Permissions

Written by Madeline Anthony
Updated over a week ago

thedocyard: The role of Drafter

Written by Madeline Anthony
Updated over a week ago

thedocyard: Reports - Audit Trail

Written by Madeline Anthony
Updated over a week ago

thedocyard: Reports - Real Time Reporting Tools

Written by Madeline Anthony
Updated over a week ago

thedocyard: Reports - Build a report

Written by Madeline Anthony
Updated over a week ago

thedocyard: Closing a Deal - Deleting the Deal Room

Written by Madeline Anthony
Updated over a week ago

thedocyard: Reports - Build a deal book

Written by Madeline Anthony
Updated over a week ago

thedocyard: Why are my invitations not being received?

Written by Madeline Anthony
Updated over a week ago