thedocyard

Admin - Guide

A full overview of the deal management process

Written by Madeline Anthony
Updated over a week ago

User - Guide

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

Written by Madeline Anthony
Updated over a week ago

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

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

Managing your account, deal rooms & users on thedocyard

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

Written by Madeline Anthony
Updated over a week ago

Setting up a new Deal Room

Written by Madeline Anthony
Updated over a week ago

Uploading terms of use for a deal room

Written by Madeline Anthony
Updated over a week ago

Team Invisibility

Written by Madeline Anthony
Updated over a week ago

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

Accepting an invitation

Written by Madeline Anthony
Updated over a week ago

Already registered? Quick tip to accepting invitations

Written by Madeline Anthony
Updated over a week ago

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

Written by Madeline Anthony
Updated over a week ago

Identifying assigned role

Written by Madeline Anthony
Updated over a week ago

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

Written by Madeline Anthony
Updated over a week ago

Email Notification Frequency

Written by Madeline Anthony
Updated over a week ago

Dashboard activity ribbon

Written by Madeline Anthony
Updated over a week ago

When to use a Checklist, Document or Data Room Tab

Written by Madeline Anthony
Updated over a week ago

Create a new tab & set team permissions

Written by Madeline Anthony
Updated over a week ago

Tab permission

Written by Madeline Anthony
Updated over a week ago

Deal Room Permissions

Setting team access to tabs, folders & files

Written by Madeline Anthony
Updated over a week ago

Two Approvers and Default Deny

Written by Madeline Anthony
Updated over a week ago

Watermarking documents

Written by Madeline Anthony
Updated over a week ago

Importing tasks to a checklist

Written by Madeline Anthony
Updated over a week ago

Creating and deploying a Deal Room Template

Written by Madeline Anthony
Updated over a week ago

Creating and deploying tab templates

Written by Madeline Anthony
Updated over a week ago

Creating a document tab from a template

Written by Madeline Anthony
Updated over a week ago

Publishing tabs

Written by Madeline Anthony
Updated over a week ago

Publishing folders

Written by Madeline Anthony
Updated over a week ago

Publishing files

Written by Madeline Anthony
Updated over a week ago

Publishing a Checklist tab, table & tasks

Written by Madeline Anthony
Updated over a week ago

'Items to Publish' bulk publishing tool

Written by Madeline Anthony
Updated over a week ago

Checklists : create, edit and update tasks

Written by Madeline Anthony
Updated over a week ago

Checklists : Collaborate

How to upload and collaborate on files attached to a task

Written by Madeline Anthony
Updated over a week ago

View tasks as a Gantt chart

Written by Madeline Anthony
Updated over a week ago

Bulk Updates in the Checklist

Written by Madeline Anthony
Updated over a week ago

Collaborating with non-room owner teams

Written by Madeline Anthony
Updated over a week ago

File sharing & collaboration

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

Written by Madeline Anthony
Updated over a week ago

Tools for in-team (private) collaboration

Written by Madeline Anthony
Updated over a week ago

Add a folder to a Data Room or Document tab

Written by Madeline Anthony
Updated over a week ago

Data Room Security & File Upload

Written by Madeline Anthony
Updated over a week ago

Document permissions

Written by Madeline Anthony
Updated over a week ago

Document download

Written by Madeline Anthony
Updated over a week ago

Search - Data Room(s)

Written by Madeline Anthony
Updated over a week ago

Copying between data room tabs

Written by Madeline Anthony
Updated over a week ago

Move Files & Reorganise Folders

Written by Madeline Anthony
Updated over a week ago

The Data Room - review documents & ask questions

Written by Madeline Anthony
Updated over a week ago

How to Ask a Question

Written by Madeline Anthony
Updated over a week ago

Collaborating on Q&A: Export All / Selected

Written by Madeline Anthony
Updated over a week ago

Find, filter and manage questions

Written by Madeline Anthony
Updated over a week ago

Create teams

Written by Madeline Anthony
Updated over a week ago

Publishing a team

Written by Madeline Anthony
Updated over a week ago

Add new teams & members

Written by Madeline Anthony
Updated over a week ago

Understanding Team Roles and User Permissions

Written by Madeline Anthony
Updated over a week ago

The role of Drafter

Written by Madeline Anthony
Updated over a week ago

Reports: Audit Trail

Written by Madeline Anthony
Updated over a week ago

Reports: Real Time Reporting Tools

Written by Madeline Anthony
Updated over a week ago

Reports: Build a report

Written by Madeline Anthony
Updated over a week ago

Closing a Deal - Deleting the Deal Room

Written by Madeline Anthony
Updated over a week ago

Reports: Build a deal book

Written by Madeline Anthony
Updated over a week ago

Why are my invitations not being received?

Written by Madeline Anthony
Updated over a week ago