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Deals
All you need to know about Deals
+4
146 articles in this collection
Written by
Sam Melrose,
Ciara Martin,
Gerard Pascua
and 4 others
Secure Share
Secure Share file from Dataroom to external guest
Written by
Gerard Pascua
Updated over a week ago
Getting Started
Creating a New Deal Room
How to create a new Deal Room in your Management Area.
Written by
Nina Lee
Updated over a week ago
Copy content between Deal Rooms
Our newest feature allows you to copy folders and documents across to a new Deal Room with the click of a button.
Written by
Ciara Martin
Updated over a week ago
Deal-based labels
Update your deal type to customize the terminology in the Room.
Written by
Ciara Martin
Updated over a week ago
Terms of access
Add or update your Room's Terms of Access in a few clicks.
Written by
Ciara Martin
Updated over a week ago
Manage security settings for Microsoft Office
Turn Ansarada security settings on and off for Microsoft Office documents in the Room.
Written by
Ciara Martin
Updated over a week ago
Generate Folder Structure
Administrators can generate a folder structure by uploading an Excel template from inside your data room.
Written by
Jayden Wilkinson
Updated over a week ago
Add files and folders
Easily add files and folders to a Room in bulk.
Written by
Ciara Martin
Updated over a week ago
Document security settings
All you need to know about Ansarada's security settings and how to edit/create security for people in the Room.
Written by
Ciara Martin
Updated over a week ago
Create Teams and Sub-teams
Create Teams and Sub-teams to determine Document access, Security controls, Watermarks and visibility over Question subjects.
Written by
Ciara Martin
Updated over a week ago
Edit Team security settings
Editing document security settings for Teams.
Written by
Ciara Martin
Updated over a week ago
Document security report
Ensure your files are secured by running a Document security report.
Written by
Ciara Martin
Updated over a week ago
Add people to Teams
Add and invite people to a Room.
Written by
Ciara Martin
Updated over a week ago
Send invites
Send invites to grant access to a Room.
Written by
Ciara Martin
Updated over a week ago
How to set up Guest user registration
Enable the ability for Guests to register interest in your next project.
Written by
Sam Melrose
Updated over a week ago
Workflow
Create your first Workflow
Get started in your Workflow section to manage your deal with ease
Written by
Vitaly Faynerman
Updated over a week ago
Workflow Right Hand Side Panel
Get a detailed view of items in Workflow with the Right Hand Side Panel (RHSP).
Written by
Aaron Tong
Updated over a week ago
Commenting in Right Hand Side Panel in Workflow
Comment in the RSHP, with the ability to comment and @mention people to ask questions or send reminders for streamlined project management.
Written by
Aaron Tong
Updated over a week ago
Move documents from Workflow
Move documents you have uploaded into Workflow directly into the Manage Documents section.
Written by
Aaron Tong
Updated over a week ago
Filter in Workflow
Increase your efficiency in Workflow with filters to quickly find the items you need to prioritise.
Written by
Aaron Tong
Updated over a week ago
Notify via Workflow
Send email notifications through Workflow to assign tasks, tag, or update other users. Learn the different ways you can send notifications.
Written by
Aaron Tong
Updated over a week ago
Create Workflow templates
Written by
Vitaly Faynerman
Updated over a week ago
Manage your template library
Manage template libraries in Workflow to help your team get started in seconds.
Written by
Nina Lee
Updated over a week ago
Load a template from a Workflow template library
Use template libraries in Workflow to help you get started in seconds.
Written by
Nina Lee
Updated over a week ago
Import your Workflow from Excel
Learn how to populate your workflow items from an Excel file.
Written by
Sam Melrose
Updated over a week ago
Edit Workflow Security Settings
Workflow Permissions and Security
Written by
Vitaly Faynerman
Updated over a week ago
Bulk update items in Workflow
Update multiple values in Workflow at once. Undo any changes you make.
Written by
Aaron Tong
Updated over a week ago
Add documents in Workflow
Upload files into Workflow for more streamlined, collaborative project management.
Written by
Aaron Tong
Updated over a week ago
Gantt Chart View in Workflow
How to utilise the Gantt chart as an overview for your progress
Written by
Sam Melrose
Updated over a week ago
Export Workflow
Export workflow to Excel or a Template.
Written by
Sam Melrose
Updated over a week ago
Teams and Security
Manage guest user registrations
Learn how to manage access requests from guest users.
Written by
Aaron Tong
Updated over a week ago
Request Access for Guests
Guests can now request access for other users. Send a request for access to the administrators of the room.
Written by
Aaron Tong
Updated over a week ago
Deal Room roles
Different Room roles have different functions available to them in the Room. Learn about the basic permissions each Room role has.
Written by
Ciara Martin
Updated over a week ago
Edit Teams and Sub-teams
Edit Team and Sub-team settings to allow or deny Full text search, Bulk download and Security for Microsoft Office files (Secure Office).
Written by
Ciara Martin
Updated over a week ago
Edit a person
Edit a person's settings in the Room.
Written by
Ciara Martin
Updated over a week ago
Edit people
Easily update settings for multiple people in one go.
Written by
Ciara Martin
Updated over a week ago
Resend Deal Room invites
Learn how to resend Deal Room invites
Written by
Ciara Martin
Updated over a week ago
Bulk download settings
Learn how to change the Bulk download settings.
Written by
Ciara Martin
Updated over a week ago
Bulk email people
Learn how to email multiple people from within the Room.
Written by
Ciara Martin
Updated over a week ago
"What can they view?"/ "View as"
Verify the security settings for teams by seeing their version of the Document Index
Written by
Jayden Wilkinson
Updated over a week ago
Security controls
The ins and outs of Security controls in the Room such as Temp save, print, view, edit and copy and how they affect your secured documents.
Written by
Ciara Martin
Updated over a week ago
Remove document access
Remove access to documents and people in the Room.
Written by
Ciara Martin
Updated over a week ago
Temp save PDFs
Apply temp save to PDFs in the Room.
Written by
Ciara Martin
Updated over a week ago
Temp save Microsoft office files
Apply temp save to Microsoft Office files in the Room.
Written by
Ciara Martin
Updated over a week ago
View Secure Office files
Secure Office allows Room Admins to place additional security on Microsoft Word, Excel and Powerpoint files.
Written by
Ciara Martin
Updated over a week ago
Secure office minimum requirements
Requirements for opening Secure Office documents in Rooms.
Written by
Ciara Martin
Updated over a week ago
Watermarks
Apply the default or customized dynamic watermark to your PDFs in the Room.
Written by
Ciara Martin
Updated over a week ago
Disable people
Disable a user's access to the Room so they can no longer access it.
Written by
Ciara Martin
Updated over a week ago
Enable people
If a user has been disabled, you can enable their access again so that to reinstate their access to the Room.
Written by
Ciara Martin
Updated over a week ago
Manage Documents
Add a file
Add a single file into the Room.
Written by
Ciara Martin
Updated over a week ago
Create a folder
Add a single folder with no documents in the Room.
Written by
Ciara Martin
Updated over a week ago
Copy Files or Folders
Use the Copy tool to create duplicate files, folders, or the entire index within your dataroom
Written by
Ciara Martin
Updated over a week ago
Replacing a file
How to replace an existing file in the room with an updated version
Written by
Jayden Wilkinson
Updated over a week ago
Move files
Move files individually or in bulk within the Room.
Written by
Ciara Martin
Updated over a week ago
Rename or renumber Deal Room files or folders
Update file or folder names in the Room using Edit in place.
Written by
Ciara Martin
Updated over a week ago
Rename folders, documents, or index numbers in bulk
Our Client Success team is able to assist you in updating your Document Index in bulk through renaming or renumbering.
Written by
Ciara Martin
Updated over a week ago
Bulk renumber files and folders
Automatically re-number your Room index in seconds.
Written by
Ciara Martin
Updated over a week ago
Update auto numbering
Change the default numbering in the Room.
Written by
Ciara Martin
Updated over a week ago
AiQ Smart Sort
Let the Room sort your documents automatically for you.
Written by
Ciara Martin
Updated over a week ago
Update Deal Room documents
Update and upload new versions of files in the Room.
Written by
Ciara Martin
Updated over a week ago
Change Deal Room document status
Enable and disable documents and folders to keep your information safe.
Written by
Ciara Martin
Updated over a week ago
Deal Room document status
View the status of a file or folder, and what the difference between enabled and disabled documents are.
Written by
Ciara Martin
Updated over a week ago
Enable Deal Room documents
Enable files in folders to make them visible in the Document Index.
Written by
Ciara Martin
Updated over a week ago
Disable Deal Room documents
Disable files and folders to keep your information safe whilst you set Security controls for Teams.
Written by
Ciara Martin
Updated over a week ago
Delete Deal Room documents
Delete and disable files in the Room.
Written by
Ciara Martin
Updated over a week ago
How to Redact documents
Written by
Sam Melrose
Updated over a week ago
How to edit Redacted Documents
Written by
Vitaly Faynerman
Updated over a week ago
Export enabled and disabled files and folders
Exporting the Manage Documents section of the Room to an Excel file allows you to have a list of all enabled and disabled files.
Written by
Ciara Martin
Updated over a week ago
Bulk Download Disabled Documents
Administrators and Publishers can now include disabled documents in their bulk downloads.
Written by
Ciara Martin
Updated over a week ago
File and folder history
Check the history of a file or folder in the Room.
Written by
Ciara Martin
Updated over a week ago
Deal Room file size limit
File types and file sizes that can be uploaded to the Room.
Written by
Ciara Martin
Updated over a week ago
File restrictions
Room Admins can place printing, saving and editing restrictions on PDFs and Microsoft Office files.
Written by
Ciara Martin
Updated over a week ago
View Documents
Search for files
Search for Room files and content within files.
Written by
Ciara Martin
Updated over a week ago
Recent documents
Identify recently upload documents in the Room.
Written by
Ciara Martin
Updated over a week ago
Export the Document index
Export the Document Index to Excel to get a list of the files and folders available to you.
Written by
Ciara Martin
Updated over a week ago
Downloading Deal Room documents
No need to download files individually, if the Bulk download is activated download all the files you need in one go.
Written by
Ciara Martin
Updated over a week ago
Extract Deal Room bulk download
Learn how to extract a Bulk download once it has been completed.
Written by
Ciara Martin
Updated over a week ago
Bulk download completion
All you need to about your Bulk download once it has been completed in the Room.
Written by
Ciara Martin
Updated over a week ago
Bidder visibility and access
View what documents your bidder has access to according to their access rights and permissions.
Written by
Ciara Martin
Updated over a week ago
Edit Microsoft Excel documents
Restrictions can be applied to Excel files including the option to edit content and use functions like formulas, filters and macros.
Written by
Ciara Martin
Updated over a week ago
Preview Image files
Preview Image files straight from the Document Index, no plugins required.
Written by
Jayden Wilkinson
Updated over a week ago
Preview Office files
Preview Office files straight from the Document Index, no plugins required.
Written by
Jayden Wilkinson
Updated over a week ago
Preview PDFs
Preview PDF files straight from the Document Index, no plugins required.
Written by
Jayden Wilkinson
Updated over a week ago
View PDFs on iPhone or iPad
Open secured Room PDFs on iPads and iPhones by ensuring the files open with Adobe Reader.
Written by
Ciara Martin
Updated over a week ago
View Excel files on iPhone or iPad
To view Ansarada Room reports on an iPhone or iPad you'll need to install the Microsoft Excel app.
Written by
Ciara Martin
Updated over a week ago
Q&A - Manage
Q&A roles
Overview of Q&A roles and their respective capabilities within the Q&A process.
Written by
Ciara Martin
Updated over a week ago
Q&A email notification display settings
Activate Q&A notification emails to include the text of the Question.
Written by
Ciara Martin
Updated over a week ago
Pause one-way Q&A
The Room allows you to pause the one-way Q&A at any moment in time.
Written by
Jayden Wilkinson
Updated over a week ago
Delete Questions
Q&A Administrators can delete one or more questions.
Written by
Ciara Martin
Updated over a week ago
Add Submission limits
Question submission limits allow you to control how many Questions are asked in the Room.
Written by
Ciara Martin
Updated over a week ago
Edit Submission limits
Change the amount of questions a Team can ask.
Written by
Ciara Martin
Updated over a week ago
Add Question Subjects
Create question subjects for Q&A.
Written by
Ciara Martin
Updated over a week ago
Edit Question Subjects
Edit Q&A question Subjects.
Written by
Ciara Martin
Updated over a week ago
Q&A - General
One-way Q&A statuses
View a Question's status in a one-way Q&A and learn what the different question statuses mean.
Written by
Jayden Wilkinson
Updated over a week ago
Questions awaiting action
Identify when a Question is awaiting your action and how to view all Questions with this status.
Written by
Ciara Martin
Updated over a week ago
Q&A notifications
Control your Q&A email notifications by turning Q&A Updates on or off.
Written by
Ciara Martin
Updated over a week ago
Export Q&A
Export all questions and answers from Q&A to Excel. You can also print the questions and answers, or save as a PDF.
Written by
Ciara Martin
Updated over a week ago
Create Q&A report
Export all of the Q&A into an Excel spreadsheet.
Written by
Ciara Martin
Updated over a week ago
Q&A bidder visibility
Bidders in the same Team will be able to see the identities of others in the same Team.
Written by
Ciara Martin
Updated over a week ago
Q&A - Questions
Ask Questions in one-way Q&A
Ask Questions in the Room.
Written by
Ciara Martin
Updated over a week ago
Bulk upload Questions
Ask Questions in bulk in the Room.
Written by
Ciara Martin
Updated over a week ago
Ask a follow up Question
Ask a follow up Question to a Question that has already been asked.
Written by
Ciara Martin
Updated over a week ago
Duplicate questions
When asking a Question in the Room, Ansarada will alert the Guest if they have created a duplicate Question.
Written by
Ciara Martin
Updated over a week ago
Similar questions
Our AI powered Rooms will inform you when similar questions have been asked.
Written by
Ciara Martin
Updated over a week ago
View Submission limits
View the number of questions you can ask and the current balance.
Written by
Ciara Martin
Updated over a week ago
Bulk notify team
Notify multiple Team members at once about Answers disclosed in Q&A.
Written by
Ciara Martin
Updated over a week ago
Q&A - Answers
Answer Questions in one-way Q&A
All you need to know about Answering Questions within the Room and the different actions available.
Written by
Ciara Martin
Updated over a week ago
Question assignments
See whose been assigned a question in Q&A.
Written by
Ciara Martin
Updated over a week ago
Bulk approve and forward Questions
How to approve and assign multiple questions to Answer Drafters, Answer Authors or Answer Approvers in one-way Q&A
Written by
Jayden Wilkinson
Updated over a week ago
Bulk disclose Answers
If you are short on time but need to disclose multiple Answers to Guests use the Bulk disclose feature.
Written by
Ciara Martin
Updated over a week ago
Answer disclosure
Disclosing an Answer to a Question within Q&A.
Written by
Ciara Martin
Updated over a week ago
Answer questions by email
Answer approvers, Answer authors and Answer drafters are able to answer Questions via email.
Written by
Ciara Martin
Updated over a week ago
Approve Answers by email
Answer approvers have the ability to approve answers via email, without needing to log into the Room.
Written by
Ciara Martin
Updated over a week ago
Reports
Available reports
View the Ansarada Room reports and what is included in them.
Written by
Ciara Martin
Updated over a week ago
Insights report
Track which bidders are most interested. Subscribe yourself or your team to weekly insights and recommendations.
Written by
Ciara Martin
Updated over a week ago
Activity log by person
Run an Activity report to track bidder activity including Bulk Downloads, Document Views and more.
Written by
Ciara Martin
Updated over a week ago
Room size report
Run a Room size report to monitor your Room's size in Megabytes
Written by
Jayden Wilkinson
Updated over a week ago
Q&A summary report
A report summarising activity on questions and answers.
Written by
Ciara Martin
Updated over a week ago
Document views report
Get a complete audit trail for a particular document in the Room with the Document Views report.
Written by
Ciara Martin
Updated over a week ago
Low bidder engagement score
Does a bidder have a low score? There are several factors that can contribute to this.
Written by
Ciara Martin
Updated over a week ago
Activate AiQ bidder engagement score
How to activate the AiQ bidder engagement score to get insights on your deal.
Written by
Ciara Martin
Updated over a week ago
AiQ Bidder Engagement Score
The AiQ Bidder Engagement Score provides additional insights into the behaviour of bidders in the Room.
Written by
Ciara Martin
Updated over a week ago
Settings
Update Deal Room name
Change the name of your Room.
Written by
Ciara Martin
Updated over a week ago
Update Deal Room URL
Change the Room URL address to match the name.
Written by
Ciara Martin
Updated over a week ago
Update Deal Room logo
Change the logo that appears in your Ansarada Room.
Written by
Ciara Martin
Updated over a week ago
Session timeout
Change the length of time you would like a person to be logged into the Room for before the session times out.
Written by
Ciara Martin
Updated over a week ago
Update welcome message
Edit the Get Started welcome message which appears on the login screen and also on the left navigation menu in the Room.
Written by
Ciara Martin
Updated over a week ago
Deactivate Secure Office
Turn Ansarada security settings off for Microsoft Office documents.
Written by
Ciara Martin
Updated over a week ago
Deal Room time stamp
Change the Room time stamp in the Document index, Admin history, Q&A and Reports, to reflect your time zone.
Written by
Ciara Martin
Updated over a week ago
General
Initial Multi Factor Authentication Sign Up
Multi Factor Authentication (MFA) provides users with an additional level of security and ensures documents remain confidential
Written by
Ciara Martin
Updated over a week ago
Data Storage Locations
Now you can keep your data exactly where you need it to be
Written by
Sam Melrose
Updated over a week ago
First time login to an Ansarada Deal Room
Steps on how to log into the Room for first time Ansarada Rooms users.
Written by
Ciara Martin
Updated over a week ago
Deal Room minimum requirements
Learn what the browser and system requirements are for accessing the Room.
Written by
Ciara Martin
Updated over a week ago
Edit Deal Rooms profile
Edit your Rooms profile details at anytime.
Written by
Ciara Martin
Updated over a week ago
Deal Room language
Ansarada allows you to change the language for your Room.
Written by
Ciara Martin
Updated over a week ago
Deal Room document notifications
Set and update email notifications for documents in Rooms.
Written by
Ciara Martin
Updated over a week ago
Deal Room password reset
If you have forgotten your Rooms password you can reset it at any time.
Written by
Ciara Martin
Updated over a week ago
Relogin to a new Deal Room
Steps on how to log into the Room for people that have used Ansarada before and are existing users.
Written by
Ciara Martin
Updated over a week ago
Deal Room invite not received
If you haven't received your Room invite, follow these steps to resend it.
Written by
Ciara Martin
Updated over a week ago
Finishing Up
Archive Deal Room
Request an Archive of the entire Room or only for specific sections, including Q&A.
Written by
Ciara Martin
Updated over a week ago
Archive enabled Deal Room
Steps on how to request an Archive for an enabled Room.
Written by
Ciara Martin
Updated over a week ago
Archive disabled Deal Room
Steps on how to request an Archive for a disabled Room.
Written by
Ciara Martin
Updated over a week ago
Access Archive links
Archive links can only be accessed by people who have access to that information in the Room.
Written by
Ciara Martin
Updated over a week ago
Disable Deal Room
If your deal is coming to an end you can disable your Room.
Written by
Ciara Martin
Updated over a week ago
Freeze Deal Room
Freeze a Room so that it remains open in a read-only state.
Written by
Ciara Martin
Updated over a week ago
Reopen Deal Room
If your Room is disabled, Ansarada is always able to re enable your Room at any time.
Written by
Ciara Martin
Updated over a week ago