This article covers asking a question on a document with a data room, or asking a question direct from the Q&A tab.
Ask a question from the data room
- Navigate to the data room within the workflow.
- Open the folder structure to locate the file to ask a question on.
- Click on the three dots to the right hand side of the file name and select 'Ask Question'.
- Fill in the information to ask the question.
- Additional documents can be attached to the question as well.
- Save as draft if the question must be reviewed by another team member before it is published, or publish the question straight away.
- Once a question has been asked it will appear in the Q&A tab.
- Once the question has been published, the team that the question is being asked of will be notified and will see it in Q&A and be able to answer it.
- When the question is opened, by the team it was directed to, it will provide a reference back to the document within the data room.
- It will also show any additional documents that were attached to the question.
Asking a question from the Q&A tab
- Navigate to the Q&A tab, select 'Ask a question' from the top menu under the filters.
- Fill in the required information to ask the question. It is possible to ask a question not related to a specific document within the data room.
- When asking the question, direct from the Q&A tab, the user asking the question can attach files or link to a file in the deal space.
- If linking to a file in the deal space, select 'Existing document' when adding the attachment.
- The user can then link the question to a document within the deal space, which could be within the data room or another tab containing documents that they are querying.
- Note, when an invited team is asking the question, they can only link to documents within tabs and folders that they have been given access to.
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