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  • Getting Started

  • Joining a Deal Room

  • Global User Settings

    Update user settings such as Name, Email Address, Mobile Number, Organisation and Email Notification preferences.

  • What's New

  • Workflow

    Manage transactions from start to close

  • Templates

    Save templates of modules and deal space workflows

  • The Draft Workflow

    Managing draft items and bulk publishing

  • Task Management

    Project and task management, collaboration & file sharing

  • File Sharing & Collaboration

    Secure file sharing & collaboration

  • Data Room and Q&A

    Virtual Data Room and Question & Answer Tracking

  • Team Management

    Create teams and invite participants

  • Reporting

  • Closing a Deal Rooom

    When the deal is done, all that is left is to extract the files and delete the deal room.

  • Troubleshooting

    Common Issues
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