NEW RELEASE UPDATE
Platform optimisation and new features were rolled out to thedocyard's Account, Checklist and Q&A modules on 16 January 2020.
Check them out!
- Comments associated with a Question in the Q&A tab are now included in the Bulk Export function
- A hyperlink custom field has been introduced to the checklist module to enable active links
- Enhancement to the Account Management functionality, including Archive Deal room option
- Users can now leave a deal space at any time with assigned items automatically transferring to an active team member
Bulk Export Q&A (including Comments)
When initiating a bulk export of your team's entire Q&A, any associated comments are included in the exported Q&A spreadsheet.
A comment icon will appear on questions where a team has added a comment. Click on this icon to open the Question reply panel to review and add a comment.
To export your entire Q&A, use the Bulk Export option in the Deal Room settings menu and select only the Q&A. A link will be delivered to you. Login to the platform to verify your user ID and download your team's entire Q&A, with associated comments, as a spreadsheet.
Hyperlink Custom Field
Tailor the checklist tab-type with custom fields that now include a field for active hyperlinks to resources outside the platform. Provide secure links for collaborating teams by copying the URL into the hyperlink custom field.
Archive Deal Room
At the finalisation of the deal, the Deal Room Owner now has the option to archive a deal space. This action locks the deal space as read-only
Leave Deal Space
Members can now leave a deal space at any time and the platform will automatically re-assign any items to another member of their team.
To leave a deal space, select "Leave this Deal Room" from the Deal Room Settings icon:
We'd love to know what you think - feedback is always welcome. If you have any questions or would like to organise a demonstration, training or onboarding, email our Help Deskteam: firstname.lastname@example.org