Question 1

New Platform Update: 2024-07-19

Accepted Answer

| 🚀 July 19th, 2024 - DealRoom Product Updates 🚀

🌟 New Releases

Remove Users from the People Tab: Now you can completely delete contact and user records from the People tab that are no longer needed. This update helps keep your user database clean and organized, ensuring that only relevant and active contacts are maintained.

|| Note: Ensure that the person does not have access to any active room or to your pipeline. Otherwise, revoke room access first.

Remove Email Attachments on Deal Cards: Now you can both download and/or remove email attachments from deal cards that are pulled in from the Outlook plugin. Simply hover over the attachment in the bottom right of the deal card and click the trash icon!

|| Note: The email attachment will still currently be visible in the email body itself, under the Emails tab on the deal card.

Choose to Exclude Attachments from Logged Emails on the Deal Card: Want to attach an email to a deal card, without pulling in it's file attachments as well? Simply open the email in Outlook > Change logged details > Uncheck the boxes for the attachments you want to remove > Save changes.

**

Question 2

The file path is too long when I download

Accepted Answer

Fixing "The File Path is Too Long" Error on Windows

If the file path is too long or you can’t open the download and are receiving an error message, this is an error with Windows. By default, Windows uses a path length limitation (MAX_PATH) of 256 characters: Naming Files, Paths, and Namespaces.

If you select Download All and choose the option to auto truncate the file names that should solve it. If not, please try opening the download closer to the root file. You can also use a service like 7zip https://www.7-zip.org/ to open the download.

Solution 1: Opening the download closer to the root file

If you get the error "The file path is too long" when trying to open a downloaded file, it means that the location where the file is saved has too many folders in its path. To fix this, try moving the file closer to the main folder on your computer (like your desktop or C: drive). This shortens the path and should allow the file to open without any issues.

Steps:

Right-click on the file you want to open.
Select Cut.
Go to your Desktop or another folder close to the main drive (C:).
Right-click and choose Paste.
Try opening the file again.

| Tip: You can learn more about file path length limits on [Microsoft's support page.](https://support.microsoft.com/en-us/office/restrictions-and-limitations-in-onedrive-and-sharepoint-64883a5

Question 3

How do I setup and use the Outlook plugin?

Accepted Answer

Installing the Microsoft Outlook plug-in

The DealRoom Add-In for Outlook helps you move conversations along by bringing context from an email.

Topics:

Downloading the Outlook Plug-In.
How the Outlook Plug-In Works
How to Remove Email Attachments

|| Note: The DealRoom Outlook Plug-In is included for all plans that have the pipeline.

To Download the plugin, follow these steps:

In Outlook, click Home > Get Add-ins on the ribbon.

On the Add-Ins for Outlook page, browse for the add-in “DealRoom” by typing it into the Search box.

Click the Add button to begin the installation of the plug-in into Outlook.

How the DealRoom Add-In works:

Open any email and click on the DealRoom icon on the right-hand side of your inbox.
Choose a deal and contacts you’d like to associate the email with.
Email attachments will be brought over with the email and accessible in DealRoom

This is what the email will look like in DealRoom on the deal card:

![](https://storage.crisp.chat/users/helpdesk/website/27

Question 4

How do I set permissions?

Accepted Answer

How to Set Permissions

|| Note: Admins have the ability to set permissions for other users in the room. Admins have access to everything in the room.

In this article we will cover:

Creating a group
Setting File Permissions
Setting Requests Permissions
Setting Other Permissions

Permissions are set per group and all members in the same group will have the same permissions. Members can only be in one group per room. If a member has different permissions than all other members in the room, they should be a part of their own group.

||| We highly recommend setting up a Group's permissions before inviting members in.

Creating a Group

Go to the Permissions tab at the top.
Click on the (+) icon sign next to Groups on the left-hand side to create a new group.

Once the group is created it will show up on the left hand side. Select this group to set it's permissions.
Then, use the File Permissions, Request Permissions and Other Permissions to set what this group is able to see and access inside the room.

Setting Files Permissions

File Permissions will allow this group to access folders and files in the Data Room. There are four levels of access:

View (allows viewing with a watermark).
Download (allows downloading with a watermark).
Download Original (allows downloading without a watermark in native

Question 5

How do I delete, close, or reopen a room?

Accepted Answer

How to Delete, Close, or Reopen a Room

In this article:

Deleting or Closing a Room
Reopening a Room
Restoring a Deleted Room
Permanently Deleting a Room

Please note that only users with Administrator roles can perform room deletion, closure, and reopening.

Deleting or Closing a Room

Navigate to the Settings option in the top menu.
Choose the General tab from the left menu.
Scroll down until you find the Close Room or Delete Room option.

||| Note: Deleting a room will permanently erase all data associated with it, and access to the room will be revoked. However, the deal card representing the room will remain visible in the pipeline.

|| Note: Closing a room restricts access for all users, but the room's data remains active. Pipeline administrators can reopen a closed room from the pipeline view whenever necessary.

Reopening a Room

Navigate to the Pipeline view by selecting it from the left menu.
Locate the closed room using the search bar or scrolling.
Open the specific deal card by clicking on it.
Next to the "Room is archived" text, click the dropdown menu labeled Options.
Choose Reopen room. This action will restore access to the room.

| Tip: You can also remove a

Question 6

How do I upload documents? Can I upload them to a request right away?

Accepted Answer

How to Upload Documents

There are two ways to upload documents to DealRoom. You can upload directly to a Request and choose the folder it will be placed in in the Data Room tab, or you can upload directly to the Data Room tab and link to a request at a later time.

Uploading to a Request

Click on an existing request.
Inside the request, look for the Upload text.

You can either drag the file into the dropoff box or click on Upload file.

Once you've uploaded your document, you can see them attached to your request right away along with the index number of where this file is physically located in the Data Room.

Uploading to the Data Room

Click the upload button or drag and drop the files or folders you can to upload to the main window on the screen.

You can also drag and drop the folder directly into the Data Room.

The system will ask you to confirm the folder you want to upload this document to and

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