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Search for Room files and content within files.

Search for files

Identify recently upload documents in the Room.

Recent documents

Export the Document Index to Excel to get a list of the files and folders available to you.

Export the Document index

No need to download files individually, if the Bulk download is activated download all the files you need in one go.

Downloading Deal Room documents

Learn how to extract a Bulk download once it has been completed.

Extract Deal Room bulk download

All you need to about your Bulk download once it has been completed in the Room.

Bulk download completion

View what documents your bidder has access to according to their access rights and permissions.

Bidder visibility and access

Room Administrators can place printing, saving and editing restrictions on PDFs and Microsoft Office documents.

Document restrictions

Restrictions can be applied to Excel files including the option to edit content and use functions like formulas, filters and macros.

Edit Microsoft Excel documents

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

Preview Image files

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

Preview Office documents

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

Preview PDFs

Open secured Room PDFs on iPads and iPhones by ensuring the documents open with Adobe Reader.

View PDFs on iPhone or iPad

To view Ansarada Room reports on an iPhone or iPad you'll need to install the Microsoft Excel app.

View Excel files on iPhone or iPad

Angelica Medallo

Pete Radwanski

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.