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Deals
Deals
All you need to know about Deals
Secure Share
Getting Started
Creating a New Deal Room
Copy content between Deal Rooms
Deal-based labels
Terms of access
Manage security settings for Microsoft Office
Generate Folder Structure
Add files and folders
Document security settings
Create Teams and Sub-teams
Edit Team security settings
Document security report
Add people to Teams
Send invites
How to set up Guest user registration
Workflow
Create your first Workflow
Workflow Details Panel
Commenting in the Details Panel of Workflow
Move documents from Workflow
Filter in Workflow
Notify via Workflow
Workflow - View Item History
Workflow Item History - More info
Create Workflow templates
Manage your template library
Load a template from a Workflow template library
Import your Workflow from Excel
Edit Workflow Security Settings
Bulk update items in Workflow
Add documents in Workflow
Gantt Chart View in Workflow
Export Workflow
Teams and Security
Manage guest user registrations
Request Access for Guests
Deal Room roles
Edit Teams and Sub-teams
Edit a person
Edit people
Resend Deal Room invites
Bulk download settings
Bulk email people
"What can they view?"/ "View as"
Security controls
Remove document access
Temp save PDFs
Temp save Microsoft office files
View Secure Office files
Secure office minimum requirements
Watermarks
Disable people
Enable people
Manage Documents
Add a file
Create a folder
Copy Files or Folders
Replacing a file
Move files
Rename or renumber Deal Room files or folders
Rename folders, documents, or index numbers in bulk
Bulk renumber files and folders
Update auto numbering
AiQ Smart Sort
Update Deal Room documents
Change Deal Room document status
Deal Room document status
Enable Deal Room documents
Disable Deal Room documents
Delete Deal Room documents
How to Redact documents
How to edit Redacted Documents
Export enabled and disabled files and folders
Bulk Download Disabled Documents
File and folder history
Deal Room file size limit
File restrictions
View Documents
Search for files
Recent documents
Export the Document index
Downloading Deal Room documents
Extract Deal Room bulk download
Bulk download completion
Bidder visibility and access
Edit Microsoft Excel documents
Preview Image files
Preview Office files
Preview PDFs
View PDFs on iPhone or iPad
View Excel files on iPhone or iPad
Q&A - Manage
Q&A roles
Q&A email notification display settings
Pause one-way Q&A
Delete Questions
Add Submission limits
Edit Submission limits
Add Question Subjects
Edit Question Subjects
Q&A - General
One-way Q&A statuses
Questions awaiting action
Q&A notifications
Export Q&A
Create Q&A report
Q&A bidder visibility
Q&A - Questions
Ask Questions in one-way Q&A
Bulk upload Questions
Ask a follow up Question
Duplicate questions
Similar questions
View Submission limits
Bulk notify team
Q&A - Answers
Answer Questions in one-way Q&A
Question assignments
Bulk approve and forward Questions
Bulk disclose Answers
Change Disclosure Level in One-Way Q&A
Answer disclosure
Answer questions by email
Approve Answers by email
Reports
Available reports
Insights report
Activity log by person
Room size report
Q&A summary report
Document views report
Low bidder engagement score
Activate AiQ bidder engagement score
AiQ Bidder Engagement Score
Settings
Update Deal Room name
Update Deal Room URL
Update Deal Room logo
Session timeout
Update welcome message
Deactivate Secure Office
Deal Room time stamp
General
Initial Multi Factor Authentication Sign Up
Data Storage Locations
First time login to an Ansarada Deal Room
Deal Room minimum requirements
Edit Deal Rooms profile
Deal Room language
Deal Room document notifications
Deal Room password reset
Relogin to a new Deal Room
Deal Room invite not received
Finishing Up
Keep your data room - Document Repository
Archive Deal Room
Archive enabled Deal Room
Archive disabled Deal Room
Access Archive links
Disable Deal Room
Freeze Deal Room
Reopen Deal Room
