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Frequently Read Articles

  • How do I setup and use the Outlook plugin?
  • How do I set permissions?
  • How do I delete or close a room?
  • How do I track if a user downloaded or viewed a document?
  • How do I set due dates and assign users to requests?
  • How do I upload documents? Can I upload them to a request right away?

Browse All Categories

  • Room GeneralGeneral information about using DealRoom.
  • Getting Started/Set upBest place to get everything right from the beginning with DealRoom.
  • ReportsEverything you need to know about using reports.
  • Technical DocumentationHow our technological capabilities benefit your team.
  • Pipeline GeneralGeneral information about using the Pipeline in DealRoom .
  • TroubleshootingHaving troubles? Find a solution here.
  • My AccountEverything related to your account: avatar, password, notifications.
  • BillingHelp with DealRoom billing & pricing matters.
  • New Platform UpdatesProduct release updates provided every two weeks.
  • CustomizationAdjust DealRoom for your needs.

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