Welcome to our new registered users. The following is a very quick introduction to thedocyard. Whether you're a new customer or a new member invited to participate in a deal being managed on thedocyard, we're very happy to have you onboard. Please don't hesitate to reach out to our friendly Help Desk team by emailing email@example.com
If you're looking for some more general information, you can also visit our website www.thedocyard.co.
What is thedocyard?
Thedocyard is a cloud-based deal management platform, offering a secure, integrated space to manage the entire lifecycle of corporate and commercial transactions.
Accepting an invitation
Invitations to join a deal room are received by email and include links to lead the new member through thedocyard’s registration process.
Read: New User Registration
Once registered, we suggest members bookmark the member login URL: https://app.thedocyard.co/
Registered members can be active in multiple deal spaces at the same time.
For more information read: Accessing your deal space: the global and deal dashboards, & logging out
Navigating the deal space
Below is an example of a typical deal dashboard from the point of view of a deal space administrator. The deal dashboard displays the navigation bar to the left, with aggregate data represented in the Deal Health and activity displays.
Depending on your team’s permission set, you may see one or multiple tabs – what you see depends on your team’s permission sets.
There are four main tab-types:
Checklist – for task management
Document – for storage & collaboration
Data Room – for team’s due diligence
Questions & Answers – a Q&A tracker
Note: Users can also create a personal checklist for their own task management but this remains private to them.
Click on a tab to open.
Admins: for further information on each tab-type, read: When to use a Checklist, Document or Data Room Tab.
To create a new tab, click on the Add New Tab icon and select tab type from the drop-down list.
Note: if you are not a Room Owner, you can only create a personal checklist tab for your own tasks.
Click this link for video guidance on navigating thedocyard's Global and Deal Dashboards.
Checklist tabs enable admins to: group tasks, set due dates, assign responsibility and attach files for teams to collaborate. Task status is collated on the dashboard, as shown above, so teams can see how their tasks are tracking overall.
Document storage & sharing
Document tabs are used for secure storage, sharing and collaboration on files that may not be task-driven or time dependent. Document tabs (and checklist tabs), have file check-out/check-in and full version history
Data room & Q&A tracker
Thedocyard’s data room tab is a fully-featured, highly secure virtual data room. Room Admins set access permissions for teams to undertake due diligence. Questions are copied to the Q&A Tracker, where they can be filtered, assigned and exported as required.
Interactive Guidance and Support
Interactive online guidance is via the Help Icon, click to review the menu.
To contact the Help Desk, click the Submit a Ticket link at the bottom of the menu, or email firstname.lastname@example.org.