Deals

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 Wenny Leonardy
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

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

Create Workflow templates

Written by Vitaly Faynerman
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 this week

Edit Workflow Security Settings

Workflow Permissions and Security

Written by Vitaly Faynerman
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

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

Export Workflow

Export workflow to Excel or a Template.

Written by Sam Melrose
Updated over a week ago

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 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.

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

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 Wenny Leonardy
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

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 Sham Manjunath
Updated over a week ago

Preview Office files

Preview Office files straight from the Document Index, no plugins required.

Written by Sham Manjunath
Updated over a week ago

Preview PDFs

Preview PDF files straight from the Document Index, no plugins required.

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.

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 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 Sham Manjunath
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

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 Sham Manjunath
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

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

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 Wenny Leonardy
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

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 Wenny Leonardy
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

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

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

Kira Integration in Deal Rooms

Kira integration allows secured deal room documents to be analyzed more efficiently

Written by Ciara Martin
Updated over a week ago

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