Deals

All you need to know about Deals

Sam Melrose avatar Ciara Martin avatar Wenny Leonardy avatar +4
138 articles in this collection
Written by Sam Melrose, Ciara Martin, Wenny Leonardy and 4 others
Getting Started

Creating a New Deal Room

How to create a new Deal Room in your Management Area.
Nina Lee avatar
Written by Nina Lee
Updated this week

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.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Deal-based labels

Update your deal type to customize the terminology in the Room.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Wenny Leonardy avatar
Written by Wenny Leonardy
Updated over a week ago

Add files and folders

Easily add files and folders to a Room in bulk.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Edit Team security settings

Editing document security settings for Teams.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Document security report

Ensure your files are secured by running a Document security report.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Add people to Teams

Add and invite people to a Room.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Send invites

Send invites to grant access to a Room.
Ciara Martin avatar
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.
Sam Melrose avatar
Written by Sam Melrose
Updated over a week ago
Teams and Security

Deal Room roles

Different Room roles have different functions available to them in the Room. Learn about the basic permissions each Room role has.
Ciara Martin avatar
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).
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Edit a person

Edit a person's settings in the Room.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Edit people

Easily update settings for multiple people in one go.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Resend Deal Room invites

Learn how to resend Deal Room invites
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Bulk download settings

Learn how to change the Bulk download settings.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Bulk email people

Learn how to email multiple people from within the Room.
Ciara Martin avatar
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
Sham Manjunath avatar
Written by Sham Manjunath
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.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Remove document access

Remove access to documents and people in the Room.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Temp save PDFs

Apply temp save to PDFs in the Room.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Temp save Microsoft office files

Apply temp save to Microsoft Office files in the Room.
Ciara Martin avatar
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.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Secure office minimum requirements

Requirements for opening Secure Office documents in Rooms.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Watermarks

Apply the default or customized dynamic watermark to your PDFs in the Room.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago
Manage Documents

Add a file

Add a single file into the Room.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Create a folder

Add a single folder with no documents in the Room.
Ciara Martin avatar
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
Ciara Martin avatar
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
Wenny Leonardy avatar
Written by Wenny Leonardy
Updated over a week ago

Move files

Move files individually or in bulk within the Room.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Bulk renumber files and folders

Automatically re-number your Room index in seconds.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Update auto numbering

Change the default numbering in the Room.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

AiQ Smart Sort

Let the Room sort your documents automatically for you.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Update Deal Room documents

Update and upload new versions of files in the Room.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Delete Deal Room documents

Delete and disable files in the Room.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

How to Redact documents

Sam Melrose avatar
Written by Sam Melrose
Updated over a week ago

How to edit Redacted Documents

Vitaly Faynerman avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

File and folder history

Check the history of a file or folder in the Room.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago
View Documents

Search for files

Search for Room files and content within files.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Recent documents

Identify recently upload documents in the Room.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Preview Image files

Preview Image files straight from the Document Index, no plugins required.
Sham Manjunath avatar
Written by Sham Manjunath
Updated over a week ago

Preview Office files

Preview Office files straight from the Document Index, no plugins required.
Sham Manjunath avatar
Written by Sham Manjunath
Updated over a week ago

Preview PDFs

Preview PDF files straight from the Document Index, no plugins required.
Sham Manjunath avatar
Written by Sham Manjunath
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.
Ciara Martin avatar
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.
Ciara Martin avatar
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
Ciara Martin avatar
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
Sam Melrose avatar
Written by Sam Melrose
Updated today

First time login to an Ansarada Deal Room

Steps on how to log into the Room for first time Ansarada Rooms users.
Ciara Martin avatar
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.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Edit Deal Rooms profile

Edit your Rooms profile details at anytime.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Deal Room language

Ansarada allows you to change the language for your Room.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

Deal Room document notifications

Set and update email notifications for documents in Rooms.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
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.
Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago