Findings
How do I close out a room and download it's contents?
How to Download Entire Rooms from DealRoom Downloading entire rooms from DealRoom is a straightforward process that allows you to securely store and access your data offline. In this article, we will guide you through the steps to download all the files and information related to a room effectively. In this article we'll cover: Downloading Data Room Files and Folders Exporting Requests Exporting the Audit Log Deleting the Room (optional) Removing the Deal Card from the pipelineFew readersHow do I use Findings?
How to Use Findings At DealRoom, the Findings feature is a tool that can help M&A teams manage identified risks and issues, foster collaboration, and enable timely decisions for more successful deals. In DealRoom, by default we offer two types of Findings: Risks or Issues. What is the difference between a Risk and Issue?Few readersHow do I use Findings custom fields?
How to Use Findings Custom Fields The Findings feature in DealRoom is similar to a RAID log, allowing you to track risks and issues that arise during due diligence. Some of the default fields you can track are status, severity, likelihood, and mitigation plan. But now with custom fields, you can track additional information that is completely customizable to your workflows! What's even better, these can be neatly exported out of DealRoom for offline saving and sharing.Few readers
Permissions
How do I set permissions and add users?
How do I set permissions and add users? 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 tPopularHow do I set pipeline permissions?
How to Set Pipeline Access and Permissions The pipeline in DealRoom is a feature that gives a high-level of deals and prospects in your pipeline. Admins are able to set the criteria of which deals are visible in a pipeline for permission set with pipeline access. To grant pipeline access or modify permissions, follow these steps: Go to the Settings tab in the left menu. Click on Pipeline Access at the top. You'll then be able to view the members who have access and the grouFew readersHow do I grant someone admin access?
There are three different ways to grant someone admin access: Room Admin Access Invite them if they haven't already been invited to the administrator group Change their position in another group to the administrator group Grant them pipeline access To invite someone to the administrator group, follow these steps: Go to the Permissions tab at the top. Click the blue Invite user button. (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/Few readersHow do I remove a user?
How to Remove A User in DealRoom To remove a user from a room, follow these steps: Navigate to the Permissions tab at the top. Locate the user you'd like to remove by searching their name. Once you've identified the user, hover over the right section of their name, and click on the remove user icon. (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0Few readersAdmin vs User View in DealRoom
In DealRoom, we understand the critical importance of security and privacy controls, especially in the context of confidential M&A deals. Our platform provides robust features that allow administrators to tailor the viewing experience for different users, ensuring that sensitive information is accessed only by those authorized. Differences Between Admin and User View in DealRoom As Admins, you can use the Permissions feature to control what users see in DealRoom, whether that be your intFew readersHow do I change the room owner?
How to Change the Room Owner To change the room owner in DealRoom, an admin needs to request this change from the support team. This process can only be performed on the backend for security reasons, ensuring that all changes are secure and properly authorized. To request a change of room owner, you can reach out to your Customer Success Manager or contact support via the chat feature in the help center or email us at support@dealroom.net.Few readersWhat is the difference between Pipeline and Room permissions?
Differences Between Pipeline and Room Permissions DealRoom offers a distinct advantage by providing enhanced permissioning across its two core components: the Pipeline and the Rooms. This structure allows you to maintain strict control over who can access different stages of your M&A lifecycle. Overview Pipeline: This is your central hub for tracking active deals, prospects, and their stages in the M&A process. The Pipeline hosts information about target companies, facilitates teFew readers
Data Room
How do I upload documents? Can I upload them to a request right away?
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.PopularHow do I bulk download the Data Room?
How to Bulk Download Files in the Data Room Choose the Room you want to download from and navigate to the Data Room tab at the top. Select the Home folder icon from the left menu to show all folders and files in the room. Click the Download All button at the top. Additional options for your download will appear in the pop-up window. We suggest keeping thePopularHow do I renumber or reorder files in the Data Room?
In this article, we'll cover: How to renumber or reorder files in the Data Room How to reset the list without alphabetical letters Changing the Order of Files in Your Data Room Navigate to the Data Room tab from the top menu. Click the 3 dot button in the top right. From the dropdown, select Edit Index. (https://storage.crisp.chat/users/helpdesk/website/27f699bFew readersCan I export a sitemap?
How to Export a Sitemap A site map is a visual representation of your room's structure. It includes the names of pages and their descriptions, as well as other relevant information about the room. You can use it to make sure all your content is organized in a logical way. To export a sitemap: Go to the Data Room of your selected Room. Click the button with 3 dots. Choose whether you want to export it as PDF or in an Excel file. (https://storage.crisp.chat/users/helpdesk/webFew readers
Settings
How do I delete, close, or reopen a room?
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 GenerPopularHow can I check how much data I’m using?
How to Check Your Data Usage In order to check how much data you're using in a single room: Go to Settings tab. Once inside the Settings tab, look for General. Scroll down the General page until you see Get Data Usage. The total will pop up.Some readersWhat is the difference between static and dynamic watermarking?
Using Static and Dynamic Watermarks Enhancing security and confidentiality is paramount in FirmRoom, and to achieve that, we offer the capability to apply watermarks to documents within the platform. FirmRoom provides two types of watermarks for your documents: Static Watermarks Dynamic Watermarks Static Watermarks With static watermarking, custom text, such as "CONFIDENTIAL", can be plaFew readersHow do I cancel my account or subscription?
How to Cancel Your Subscription If you're considering canceling your subscription and room, follow these steps based on your plan: Single Room Plans Go to the Settings tab at the top. Select General from the left menu. Scroll down until you see the Delete Room button.Few readersCan we use our own logo or corporate branding?
Yes, you can adjust the color and add your company logo to show up when users log in to the room from the room URL. You can customize the logo and color for each individual room. Go to the Settings tab at the top. Select General from the left menu. Upload your logo and change the background color. (https://storage.crisp.chat/users/heFew readers
Requests
How do I import a request list?
How to Import a Request List There are two ways to import a request list: Importing a Request List Importing a Request List with Folder Structure Importing request lists can be a convenient way to add multiple requests to a room efficiently. This article explains two methods for importing request lists, depending on your specific needs.Some readersHow do I set due dates and assign users to requests?
This article will cover: How to Set Due Dates for Requests How to Set Due Dates for Multiple Requests How to Assign Users to Requests Set Due-Dates for Requests Select the specific request for which you want to set a due date. In the right menu, you can select a start date and due date by clicking the plus (+) icon to the right. A calendar will pop up. Select the dSome readersHow do I attach documents to a request? Where are documents stored?
How to Attach Documents to a Request There are two ways to attach documents to a request: Attaching within a request Attaching within the data room Attaching documents within a request If the document already exists inside your DealRoom: Inside your Room, click on a request. Click the plus sign next to Attachments on the left side of the pop up. (https://storagSome readersHow do I export requests?
Exporting 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. (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2023-05-12-Some readersWhat is the difference between assignee, reviewer, and follower?
Understanding Assignees, Reviewers, and Followers Assignees Assignees are individuals or groups responsible for completing a specific task. Tasks you are assigned will be shown as work you need to complete until the status of the task is marked as resolved. You have the flexibility to assign multiple people or groups to work on the same task simultaneously.Some readersHow do I change or reset the ID number on a request?
How to change the ID number on a request ID numbers are linked to unique URLs for each request in the room. We recommend using the ID numbers created initially with each request to avoid confusion for other users and be able to reference one ID number. If you would like to change the ID number of a request, you must have admin privileges for the room. Follow these steps to accomplish this: Navigate to the Settings tab at the top right. Select General from the left menu. ScrFew readersHow do comments work?
Effective communication and streamlined collaboration are the keys to success when managing requests in DealRoom. In this article, we will explore a range of valuable features that enhance the way you interact and engage with comments, ensuring a seamless and efficient workflow. In this article, we'll cover: How to make a comment on a request How to control the visibility of your comment (3-controlling-comment-visibility-on-requests-in-deaFew readersHow do I use dependencies? (i.e. Blocked by/Blocking)
How to Create Dependencies (i.e. Blocked by/Blocking) Dependencies allow you to establish relationships between tasks, ensuring that certain tasks cannot be marked as resolved until their dependent tasks are completed. Here's a step-by-step guide on how to create dependencies: Open the task to which you want to add a dependent task. Next to the Blocked by section, click on the plus sign, as shown below. You can then search for the dependent task or choose it from the availablFew readersHow do I use the Timeline?
How to Use the Timeline The Timeline view in DealRoom is based off the model of a Gantt chart and provides a visual representation of your project timeline, helping you manage tasks and dependencies more effectively. From the room, to access the timeline view: From the room, navigate to the Requests tab at the top of the screen. Next to the word "Overview" in the top left corner, select Timeline. You will now see a timeline view of your requests, dependencies, dates and sFew readersHow do I use dynamic start and due dates?
How to Use Dynamic Start and Due Dates Planning for integration is crucial, but it becomes challenging when the closing/signing date is uncertain. That's where our solution comes in: Dynamic Start and Due Dates. Save Time and Effort with Dynamic Dates Dynamic dates eliminate the need for manual calculations and adjustments, saving you hours of laborious work. With just a single click, you can automate the entire process and ensure your timelines are always up to date.Few readersHow are requests and the data room linked?
Linking Requests and Data Room in DealRoom DealRoom streamlines the completion of due diligence and integration processes by seamlessly linking Requests and files in the Data Room within the platform. This feature ensures that documents are uploaded once, attached to specific requests, and correctly stored in the corresponding folder in the data room at the same time! First, what is the difference between Requests and the Data Room? The Requests tab is the project management part oFew readersHow do I create and use labels?
How to Create and Use Labels for Requests To create a label: Open the request you'd like to add a label to. On the right side, locate the word Label and click the space next to it. From the pop-up menu, in the search box type the name of the label you'd like to create. (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2024-08-30-aFew readersHow does the Q&A function work?
Using Requests for Q&A in DealRoom The Requests feature in DealRoom provides a convenient way to engage in Q&A discussions within your project or deal. This feature allows you to ask questions, seek clarifications, and receive responses from team members and stakeholders. Here's a step-by-step guide on how to use Requests effectively for Q&A purposes: Submitting a New Question Access your DealRoom project and navigate to the Requests tab. Click on the blue New requestFew readersNew Improved Requests UI
Overview of the New Improved Requests User Interface The Requests tab interface has been crafted for superior information visibility and quicker diligence and integration management. Now you'll have access to: Inline data editing Click on fields directly to seamlessly edit information just like you would in an Excel spreadsheet. Quick filters Quickly sift through dataFew readersHow do I send reminders to assignees and reviewers?
To ensure timely progress on requests, DealRoom offers a quick and simple way to send reminders to assignees and reviewers. There are 2 ways to send reminders: Send Reminders Within the Request Send Bulk Reminders for Requests Send Reminders Within the Request Open the request you want to send a reminder for. Locate the assignee's or reviewer's name on the right-hand side. Click on the RemindFew readersNew Requests Modal Enhancement
Overview of the Requests Modal The Requests Modal has undergone a transformation to streamline your workflow within DealRoom, introducing a more user-friendly interface that enhances efficiency. New Features and Enhancements: Requests Search Bar: Easily relocate a request to a different category using the search bar. If the desired category doesn't exist, create it oFew readersHow do I create a request?
How to Create a Request In DealRoom, there are two primary components: the Data Room, where documents are stored, and Requests, which serve as the project management tool for efficient Q&A and task tracking. Requests can be created to gather information or to assign tasks, facilitating communication and follow-up among users. To create a request, follow these steps: Navigate to the Requests tab at the top. Click the New request button at the top right. Complete theFew readersHow do I copy requests into another room?
How to Copy Requests into Another Room There are a two different ways to copy requests from one room to another, depending on your needs: Copying selected request worklists from an already existing room. Copying all request worklists into a new room that has not yet been created (i.e. Copying a room). Copy from an Existing Room: 🌟 Use this method if the room you want to copy the requests to a room that is already created.Few readers