NEW RELEASE UPDATE
We've been busy over the last few months and since the last platform upgrade.
Below are some of the highlights of the key usability updates to thedocyard.
- Creating templates for tabs and deal rooms at account level
- Internet Explorer 11 access to thedocyard
- Escalated and overdue checklist tasks hyperlinking from the dashboard
Account Level Templates
Users, who have the relevant permissions to add tabs and create deal spaces, can now call on and use templates that have been created by other team members in the same account.
This helps team efficiency in eliminating the need to invite individuals into deal spaces to create their own templates.
It also hugely works towards teams being able to create transactions consistently and at standardised level and so reduces risk across each transaction being created from scratch each time.
To access the templates, follow the same steps as before when creating a deal space or adding a new tab. Now users will see all other templates in their account.
For more information, see out articles under the Templates section in the knowledge base.
Users who only use IE can now access thedocyard platform for the data room and Q&A.
This enhancement is for invited parties who are restricted by the browsers that they can use.
Checklist tasks on the Dashboard
Members of the room owner's team can now view overdue and escalated tasks directly from the dashboard. The tasks are hyperlinked and so can be viewed in more detail from the dashboard.
This makes viewing the status of the transaction a lot easier and summarised in one place, to give room owners an overview straight away of the risk areas.
On the dashboard, scroll down past the task list and then users will see the tasks categorised by Escalated, Overdue and Due Soon.
If you have any questions or would like to organise a demonstration, training or onboarding, please email our Help Desk team: firstname.lastname@example.org