Question 1

New Platform Update: 2023-09-01

Accepted Answer

|| September 1st, 2023 - DealRoom Product Updates

Improved Pipeline Permissions V.2 - We are thrilled to introduce a significant upgrade to our pipeline permission system. Now you'll have the ability to finely tune permissions based on customizable deal criteria. These deal criteria that you customize (i.e. phase, status, deal type, country code, industry, etc.) are defined in Settings under Custom Fields and Phases. This upgrade eliminates the need to grant blanket access to the entire pipeline, empowering you to grant access solely to the relevant deals that each member should have visibility into.

Progress Bar View is Back! - In the requests view, we've reintroduced the progress bar view button. Click it to gain a high-level overview of request status in each worklist. This feature enables you to track open, in-progress, and resolved requests, helping you identify bottlenecks and make data-driven decisions.

Easily Expand and Collapse Request Categories - Now, with a single click, you can effortlessly expand and collapse all worklist categories in the requests view. This feature simplifies navigation, ensuring you can focus on what matters most.

![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/scr

Question 2

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

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

When this add-in is used, it can send data over the Internet. This add-in can read or modify the contents of any item in your mailbox, and c

Question 3

How do I set permissions?

Accepted Answer

How to Set Permissions

Q: New Platform Update: 2023-09-01

|| September 1st, 2023 - DealRoom Product Updates <ol> <li>Improved Pipeline Permissions V.2 - We are thrilled to introduce a significant upgrade to our pipeline permission system. Now you'll have the ability to finely tune permissions based on customizable deal criteria. These deal criteria that you customize (i.e. phase, status, deal type, country code, industry, etc.) are defined in Settings under Custom Fields and Phases. This upgrade eliminates the need to grant blanket access to the entire pipeline, empowering you to grant access solely to the relevant deals that each member should have visibility into.</li> </ol> <img src="https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2023-08-21-at-10141_i0f2my.png" alt="" /> <ol start="2"> <li>Progress Bar View is Back! - In the requests view, we've reintroduced the progress bar view button. Click it to gain a high-level overview of request status in each worklist. This feature enables you to track open, in-progress, and resolved requests, helping you identify bottlenecks and make data-driven decisions.</li> </ol> <img src="https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2023-08-31-at-45255_1j8d2dh.png" alt="" /> <ol start="3"> <li>Easily Expand and Collapse Request Categories - Now, with a single click, you can effortlessly expand and collapse all worklist categories in the requests view. This feature simplifies navigation, ensuring you can focus on what matters most.</li> </ol> ![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/scr

|| 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.

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 format).
Edit (allows for uploading documents).

Click the corresponding icon

Question 4

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 5

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

Question 6

How do I track if a user downloaded or viewed a document?

Accepted Answer

Tracking Activities with the Reports Feature

The Reports feature in DealRoom allows users with the appropriate permissions to track various activities such as views, downloads, and edits within a room. This feature provides valuable insights and helps you monitor the progress and engagement of team members.

|| Note: Admins control visibility and access for users within the Permissions tab. If there is something you are unable to see, reach out to a room admin.

Here's a step-by-step guide on how to utilize the Reports feature effectively:

Navigate to the desired room and click the Reports tab from the top menu.

Once inside Reports tab, select Audit Log from the left menu.

To narrow down the displayed activities, use the provided dropdown menu to filter by specific criteria.

If you wish to save or analyze the activity data externally, you have the option to export it to an Excel file.
Click on the Export or Export to Excel button, depending on the interface.

If you need any further assistance or have additional questions, please don't hesitate to reach out to o

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