This article is for all parties of a deal room accessing Q&A.
Filtering within Q&A is a powerful thedocyard tool that allows user to to select out specific questions based on criteria and is of particular use when working with a large number of quesions.
Using the filters in Q&A
- Open the Q&A tracker tab within the deal room
- The criteria which can be filtered on is displayed at the top of the Q&A tracker
- Users can use any of these criteria to filter specific questions for answering
- The questions can be answered directly within the platform, or can be exported and sent to external teams for answering and then re-imported back in the Q&A tab
For more guidance on exporting from the Q&A tab, please visit this article Collaborating on Q&A: Export All / Selected
Need further guidance or help?
If you have any questions about Q&A, contact the Help Desk team: firstname.lastname@example.org