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thedocyard
thedocyard
All you need to know about thedocyard
60 articles in this collection
Written by
Madeline Anthony
Guides
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
Getting started
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
Joining a Deal Room
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
Global User Settings
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
Workflow
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
Templates
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
The Draft Workflow
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
Task Management
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
File Sharing & Collaboration
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
Data Room and Q&A
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
Team Management
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
Reporting
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
Closing a deal room
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
Troubleshooting
thedocyard: Why are my invitations not being received?
Written by
Madeline Anthony
Updated over a week ago