What is thedocyard?
Thedocyard is a cloud-based deal management platform. It is a secure portal for task management, file sharing and collaboration and due diligence via a fully-featured virtual data room.
How do I access a deal space on thedocyard?
New members can register at any time, however, you will only be granted entry to a deal space if the Administrators have first issued an invitation to the same email address that has been registered.
The invitations are delivered as emails and include links to follow. These links will lead new users through the registration process if they've not already registered, or will prompt you to log-in to the platform to accept the invitation.
For registered members, the log-in window for the platform is via the URL: https://app.thedocyard.co/
Accepting an invitation to join a Deal Space
Once you've registered for thedocyard, you can participate in any deal that is being managed on the platform and to which you've been invited by the deal's administrators.
New users will see their invitations to join a deal space as a tile on their Global Dashboard. Previously registered members may return to their last deal space - to return to the Global Dashboard, click on the "Home" icon on the navigation panel to the left of the deal dashboard:
Watch the short video below to see how to accept an invitation to join a deal space once you are a registered member of thedocyard.
Once you're in a secure deal space, you have access to the interactive online guidance available via the Help Menu, shown below.
If you have any questions or issues going forward, don't hesitate to reach out to the support team directly by clicking on the Submit a ticket link at the bottom of the menu or by emailing us directly at firstname.lastname@example.org.