You must be registered on the platform and listed as a System or Room Administrator to open a new deal room.
First of all, allow us to welcome you to thedocyard! The following is a step-by-step guide for new account holders on the creation of their deal room.
1. Register for the platform
The System or Room Administrator for a new account will receive an invitation by email.
If you have not yet registered for the platform, the prompts will lead you through the registration process first.
User Registration and Security Verification are steps that every new member needs to complete. Once you've registered, joining a new deal space is simply a matter of accepting the invitation.
Verification includes an option to select 2-factor authentication as additional security, if you select "yes", a six digit code will be sent to your nominated mobile phone number.
If you are based in a country where the digital messages may be restricted, you may choose to not have 2-factor authentication.
2. Log-in to the platform
Once you have registered, log-in to the platform via the membership portal:
3. Accept the Account invitation
Immediately after logging in, a window will appear with the invitation to join the new account. Accept this invitation by selecting the green 'tick'
You will be asked to confirm your acceptance.
4. Open a new deal room
The system will then prompt you to open a new deal room.
5. Create a New Deal Room
Name the room and select the region where the data will be stored: Australia, or Europe.
If your organisation has more than one subscription type, you will be able to select your preference, and allocate a room to that subscription.
The target completion date is required but can be changed later.
Please select Matter Size, Matter Type and Sector to the closest approximation.
Click "Next" to continue to Step 2.
Complete the fields as required.
Note: Customising the room can be done at any time by using the Edit Deal Room features once the room has been opened. If you would like some help with this, please contact the Help Desk and one of the support team will get back you.
Select Team Invisibility On or Off before selecting Create Deal Room.
6. Set up teams
The final prompt will direct you to the Team Management function, to start setting up teams and permissions.
The Room's Administrator is a 'super user' in the deal space, able to see and do everything, including deleting the room after completion.
Before creating new teams and inviting external parties, it is important to understand the function of Roles and Powers in the team management features. For detailed information on team management and set-up, please see:
The Support Team are here to facilitate your deal room set-up, so please don't hesitate to ask for our help. You can reach us by emailing firstname.lastname@example.org