Tab Overviews
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 readersOverview of the People Tab
Overview of the People Tab The People tab is a powerful tool that offers a centralized and organized way to manage user information. Inviting Members To begin, navigate to the People tab located in the left menu. Here, you'll find a comprehensive list of all users associated with your DealRoom rooms. You can conveniently export this data by clicking the Export button at the top right corner. To invite a new user, simply click the blue New person button at the upper rFew readersOverview of the Requests Tab
Overview of the Requests Tab The Requests tab serves as the epicenter for managing requests, fostering collaboration, and streamlining workflows for both administrators and users. This article delves into the diverse functionalities within the Requests tab, empowering you to leverage its full potential. Here's an insightful overview of the key features: Timeline View: Switch from the Overview (excel tracker view) to the Timeline view which resembles a Gantt chart. Here you can easilyFew readersOverview 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 readersOverview of the Data Room Tab
Overview of the Data Room tab Welcome to the heart of your digital repository—The Data Room tab. Engineered for simplicity without compromising on functionality, this intuitive interface transforms the often complex chore of managing documents and files into an effortless experience. Let’s embark on a journey through the key features that make this tab an essential component of your M&A toolkit. Data Room Features Recent Files: Instantly access the most recently uploaded files. 2Few readersOverview of the My Work Tab
Overview of the Your Work tab The Your 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: Requests - These are typically associated with diligence or integration items and reside within each room under the Requests tab. Findings -Few readers
Technical Overviews
Where is the DealRoom software hosted?
DealRoom is a cloud-hosted solution. Our primary hosting is done in the United States with the best-intentioned compliance and security policies. We can host in other regions as well as customer needs are warranted. Currently in 2023, we have an initiative to meet GDPR-compliance for our upcoming European instances. Additionally, our redundancy and disaster recovery posture is founded on the resilience of being cloud-native. This means we took efforts to mitigate disruptions to your service byFew readersHow do I use DealRoom's AI Analysis?
Guide to Using DealRoom's AI Analysis Welcome to the guide on leveraging DealRoom's cutting-edge AI feature to streamline your M&A workflows. DealRoom's AI Analysis is designed to significantly reduce manual labor, providing you with a more efficient and effective due diligence process. In this article: What is DealRoom AI Analysis? Enabling the DealRoom AI Analysis Feature Accessing DealRoom AI Analysis (-accessing-dealrFew 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 readersGetting Started With DealRoom - Seller Non-Admins
Guide to DealRoom for Seller 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 a quFew 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/websitFew readersHow 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-2023-05-16-at-11Few readersHow 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: Navigate to the Settings tab at the top right. Select Non-disclosure agreement from the left menu. From the drop-down menu, select to have the NDA appear: First Login Every Login If you choose, edit the text of the NDA in the text box. Once finished, click Save.Few 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 To Download the plugin, follow these steps: In Outlook, click Home Get Add-ins on the ribbon. (https://storage.crisp.chat/users/helpdeskPopularHow 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 readersHow 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 confirm which SSO provider youFew readers