Deals
All you need to know about Deals
By Christine and 10 others11 authors153 articles
Secure Share
Introduce Dashboard Insights
Enterprise: Create new project
Add people in the Management Area
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
Create your first Workflow
Import your Workflow from Excel
Create Workflow templates
Manage your template library
Load a template from a Workflow template library
Workflow share and permission
Add documents in Workflow
Move documents from Workflow
Filter in Workflow
Workflow Details Panel
Workflow - View Item History
Workflow Item History - More Info
Commenting in the Details Panel of Workflow
Notify via Workflow
Gantt Chart View in Workflow
Bulk update items in Workflow
Share Workflow with external team
Export Workflow
Workflow 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
Add a file
Create a folder
Copy folders and documents
Replace document
Move folders and documents
Rename or renumber Deal Room files or folders
Bulk edit Document Index
Bulk renumber files and folders
Repair numbering
Update auto numbering
AiQ Smart Sort
Edit single document
Change Deal Room document status
Deal Room document status
Enable folders and documents
Disable folders and documents
Delete folders and documents
Bulk redact documents
Redact single document
Edit redacted documents
AI pattern redaction
Export documents and folders list
Bulk download disabled documents
Folder and document history
Deal Room file size limit
Microsoft Office Online Edit
AI Translate
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
Document restrictions
Edit Microsoft Excel documents
Preview Image files
Preview Office documents
Preview PDFs
View PDFs on iPhone or iPad
View Excel files on iPhone or iPad
Available reports
Insights report
Bidder Engagement Score
How to Activate the Bidder Engagement Score
Low Bidder engagement score
Activity log by person
Room size report
Q&A summary report
Document views report
Document Notifications report
Document History report
Document Activity report
Bulk Download report
Document Index report
User Activity report
Bulk Email report