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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 a room?
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?
Why can’t I download a document? Why is my document being converted to a PDF?
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General information about using DealRoom.
Getting Started/Set up
Best place to get everything right from the beginning with DealRoom.
Having troubles? Find a solution here.
Everything you need to know about using reports.
How our technological capabilities benefit your team.
General information about using the Pipeline in DealRoom .
Everything related to your account: avatar, password, notifications.
Help with DealRoom billing & pricing matters.
New Platform Updates
Product release updates provided every two weeks.
Adjust DealRoom for your needs.