Getting Started
- Accessing your deal spaces: the Global & Deal Dashboards, log-out
- Add a folder to a Data Room or Document tab
- Add new teams & members
- Checklists : create, edit and update tasks
- Checklists : How to upload and collaborate on files attached to a task
- Create a new tab & set team permissions
- Data Room Security & File Upload
- Deal Space Permissions - setting team access to tabs, folders & files
- Importing tasks to a checklist
- Managing your account, deal spaces & users on thedocyard
- Move Files & Reorganise Folders
- New Account Holders: Accept an account invitation & open a new deal space
- New User Registration
- New User's Guide
- Team Invisibility
- The Data Room - review documents & ask questions
- Understanding Roles & Powers
- View tasks as a Gantt chart
- When to use a Checklist, Document or Data Room Tab