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Getting Started
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Joining a Deal Room
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Global User Settings
Update user settings such as Name, Email Address, Mobile Number, Organisation and Email Notification preferences.
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What's New
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Workflow
Manage transactions from start to close
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Templates
Save templates of modules and deal space workflows
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The Draft Workflow
Managing draft items and bulk publishing
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Task Management
Project and task management, collaboration & file sharing
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File Sharing & Collaboration
Secure file sharing & collaboration
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Data Room and Q&A
Virtual Data Room and Question & Answer Tracking
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Team Management
Create teams and invite participants
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Reporting
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Closing a Deal Room
When the deal is done, all that is left is to extract the files and delete the deal room.
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Troubleshooting
Common Issues