Tab Overviews

• Overview of the Data Room Tab

  Overview of the Data Room The DealRoom Data Room is a secure, centralized platform designed to streamline due diligence and deal management. It offers a comprehensive suite of tools for organizing, sharing, and analyzing documents. See below for an overview of the key functionality available in the Data Room and Document Viewer: Accessing the Data Room Room Selection: From the DealRoom dashboard, select the desired room from the "Rooms" section. Data Room Tab: Navigate toSome readers

• Overview of the People Tab

  Overview of the People Tab A centralized and powerful directory for managing contacts related to deals and projects. It's designed to streamline communication, enhance organization, and facilitate efficient collaboration. Top Navigation This section provides tools for managing and interacting with your contact list as a whole. Search Bar: Allows users to quickly locate specific contacts by searching for their name, email, company, or other relevant information. (https://storaFew readers

• Overview of the Member Card

  Overview of the Member Card In DealRoom, each individual invited to the platform is assigned a member card, a repository of valuable information that promotes efficient collaboration and communication among users. To find the member card, follow these steps: Navigate to the People tab from the left menu. Here, you'll discover a comprehensive list of users connected to your DealRoom rooms, along with deal card contacts. Simply click on a member to open their card.Few readers

• Overview of the Reports Tab

  Overview of the Reports Tab In DealRoom, the Reports tab is a powerful tool designed for room admins, offering a clear view of your project's activities. This feature provides valuable insights to help you monitor and understand various aspects of your project. Let's explore the key benefits of the Reports tab. Let's dive deeper into the advantages of the Reports tab. Requests Overview On this tab, you can get a glance of:Few readers

• Overview of the My Work Tab

  Overview of the Your Work tab The My Work tab serves as a centralized hub, gathering all tasks relevant to you in one accessible location. No more toggling between rooms or deals to track down assignments where you play a role as an assignee, reviewer, or follower. Within the My Work tab, you can encounter three distinct categories: Room requests - These are typically associated with diligence or integration items and reside within each room under the Requests tab. *FindingsFew readers

• Overview of the Permissions Tab

  Overview of the Permissions Tab The "Permissions" tab in DealRoom empowers administrators with granular control over user access within the room. This guide outlines the key features and elements of the Permissions tab. Table of Contents Overview All Groups tab Administrator tab Other GroupsFew readers

Technical Overviews

• How Do I Understand DealRoom Terms and Symbols?

  Getting familiar with a new tool can take time—especially when learning new terminology and symbols. This article serves as a glossary to help you understand the key components of the platform and the symbols you'll encounter and what they mean, so you can navigate more confidently and efficiently. Glossary User Types: Below are the definitions of the types of roles users can have within the platform: Pipeline Admins own the DealRoom account and have full visibility and controFew readers

User-Specific Overviews

• Getting Started With DealRoom - Internal Non-Admins

  Guide to DealRoom for Internal Non-Admins Welcome to DealRoom! This guide will walk you through the first steps to get up and running with our platform. DealRoom is designed to simplify and streamline the due diligence and M&A process, helping you manage tasks, securely share documents, and collaborate with your team all in one place. Whether you're new to DealRoom or looking to maximize its potential, this guide will help you get started quickly and efficiently. 📌 Interested in watching aFew readers

• Getting Started With DealRoom - Seller Non-Admins

  Guide to DealRoom for Seller Non-Admins Welcome to DealRoom! This guide will help you get up and running quickly so you can make the most of your DealRoom experience. DealRoom is built to simplify and streamline the due diligence and M&A process—making it easy to manage tasks, securely share documents, and collaborate with your team, all in one place. Whether you’re brand new or just looking to get more out of the platform, you’re in the right spot. 📌 Interested in watching a quickFew readers

• How do I update my user profile?

  Your user profile shows how you appear in the platform. This article covers what you can and can’t update and how to do it. Where to Update Your Profile Go to the lower right-hand corner of your browser and click on your name. A menu will expand—at the top, select User Settings. A window will open in your browser displaying all of your profile details. (https://storage.crisp.chat/users/helpdesk/website/-/2/7/f/6/27f699bfcd0cb800/screenshot-2025-09-26-at-24234110sfgc.png =600x259)Few readers

Room Management

• How do I create new groups?

  How to Create New Groups Go to the Permissions tab. From the left menu, locate the plus + icon next to the word Permission groups, and click on it. 3. A pop-up window will appear, prompting you to enter the desired name for the new group. 4. Once you have entered the name, click the blue Create button. (https://storage.crisp.chat/users/helpdesk/websitSome readers

• How do I add members to my room?

  There are 2 ways to add members to a room: Add members from the People tab Add members from inside the room Adding members from the People tab As an admin, select the People tab from the left menu. In the upper-right corner, click New Person. (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2025-02-25-at-3012Some readers

• How do I set an NDA?

  How to Set a Non-Disclosure Agreement In DealRoom, we've provided the option to require an NDA to be signed before accessing the deal room. To set one, follow these steps: Once in the room, click on the Settings tab in the top menu. In the left-hand menu within the Settings tab, locate and click on Non-Disclosure Agreement. Toggle the Enable Non-Disclosure Agreement switch to the "on" position. This will activate the NDA requirement for new members joining the pFew readers

Data Import/Export

• How do I format an excel template for importing into DealRoom?

  Formatting Templates for Importing into DealRoom Efficiently import your deal information into DealRoom with these easy-to-use templates, saving you time and enabling a quick setup within the system. There are three types of templates tailored to different needs: Request List Template Request List + Data Room Folder Structure Template Pipeline Deals Template Formatting a Request List Template If you want to import an excel tracker without folder structure, follow these steps:Some readers

Integrations

• How do I setup and use the Outlook plugin?

  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 Trouble Shooting Outlook DisruptionPopular

• How to set up Slack integration

  Room administrators can enable Slack integration from Room Settings. The integration links DealRoom with a specific Slack channel. When you click the "Add to Slack" button, you will be taken to a screen with instructions to follow to with instructions to connect your Slack channel with room in DealRoom Slack instructions (https://storage.crisp.chat/users/helpdesk/website/27f69Some readers

• How do I set up SSO with DealRoom?

  How to Set Up SSO with DealRoom DealRoom supports three main SSO providers: Okta, Azure AD SSO, and Google SSO. If your organization uses a different SSO provider, please contact our support team for custom documentation. We can generally support any provider using SAML 2.0. To set up SSO for your organization, please follow these steps: Confirm Your SSO Provider: Identify and confFew readers

FAQ & Troubleshooting

• Frequently Asked Questions (FAQ)

  General Inquiries Q: What currency is your pricing page based on? A: Our pricing is listed in US dollars. Q: What is the name of the legal entity at DealRoom that issues VDR freeze letters? A: The legal entity that issues VDR freeze letters is DealRoom, Inc. Q: How do I apply for a job here? A: Please visit our careers page for all job inquiries: https://dealroom.net/company/careers. Q: DoePopular

• How do I use Deal Builder (beta)?

  Setting up a new room in DealRoom just got faster. With the launch of Deal Builder (beta), corporate development teams can now tap into an AI-powered assistant designed to streamline deal playbook creation. Whether you’re starting fresh or uploading an existing tracker, Deal Builder helps map, refine, and apply your structure—no reformatting required. By automating your worklist setup using proven best practices, Deal Builder helps eliminate kickoff delays and ensures nothing gets missed. In tFew readers