Question 1

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-64883a

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.

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.

If you're using the web version of Outlook, you can download the plugin by visiting this link.

Outlook Setup on Desktop App

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

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Question 3

Looker Explore Guide

Accepted Answer

An Explore has seven sections:

Explore Name: It shows the name of the current explore you are accessing to.
Search Box: You can type and search the fields you want from here. It is very helpful when there are many views and a long list of fields in the Explore.
Field Picker: Fields are grouped by views. From here you can select the fields (dimensions / measures) to query the data.

|| All Fields: It includes all views and fields. || In Use: It only shows the fields that you’ve selected.

Filters Pane: It is where the filters are set up and edited. Dimensions and measures can both be added as filters to help you narrow down the result. There are three types of filters in Looker and you can use any combination of these filters in your query. Refer to Filtering and Limiting Data for more info.

A. Basic Filters

Filters are added by clicking on the filter icon next to the field in the Field Picker.

    Standard filter options vary by field type. For example, a time dimension lets you select a time range.

    A numeric measure provides you with op

Question 4

How do I set permissions and add users?

Accepted Answer

How do I set permissions and add users?

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

This guide will walk you through the process of managing user permissions within your data room. Permissions control what actions users can take and what information they can access within the room. By carefully managing permissions, you can ensure data security, streamline workflows, and maintain control over who has access to sensitive information.

Key Concepts:

Groups: Users are organized into groups within the data room. Permissions are set at the group level, meaning all members of a group will have the same permissions.
Permissions: Permissions control what actions users can perform within the room, such as viewing files, editing documents, creating requests, accessing specific data, and more.
Flexibility: This data room offers a flexible permission system, allowing you to customize access levels based on the roles and responsibilities of different teams within your project.

This guide will cover the following topics:

Creating a group
Setting Request Permissions
Setting Findings Permissions
Setting Data Room Permissions
Setting Synergies Permissions
Setting AI Analysis Permissions
Setting Group Visibility Permissions
Setting Admin Access Permission
Adding users to a group

By following the steps outlined in this guide, you can effectively manage

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

Go into the room you'd like to delete and/or close.
Navigate to the Settings option in the top navigation.
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 ** Pipeline** in 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 closed" text, click the dropdown menu labeled Options.
Choose Reopen room. This action will re

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

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