How do I export requests?
One can export requests by index, so this means the privileged user can choose which group of requests they can export. It's simple!
To do this:
Select which section(s) of requests from the left menu you'd like to export.
Click on the three small dots in the upper right corner. A dropdown will then be displayed with two options for exporting: to a PDF or to an Excel file.
Examples of the requests exports in PDF & Excel
Note: To ensure you are exporting the desired requests, you can check the following:
Verify the highlighted index in the Requests section.
Review the list of requests in the Overview section.
Exporting requests provides you with a convenient way to share or analyze specific sets of requests within your DealRoom.
If you need further assistance or have additional questions about exporting requests, please don't hesitate to contact our support team.
How do I import a request list?
How do I bulk download the Data Room?
How do I create a deal or a new room?
Updated on: 29/08/2023