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 pipelineSome 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? ⚠️ Risk: Definition: A risSome 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 grant someone admin access?
Room Admin Access There are three different ways to grant someone admin access: Invite them to the administrator group Change their position in another group to the administrator group Grant them pipeline access Invite user to the administrator group Click the room and navigate to the Permissions tab at the top. Click the blue InviSome 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. Please reach out to your Customer Success Manager or contact our support team 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 readersAdjusting permissions across multiple groups
Understanding the Permission Matrix in DealRoom DealRoom's permission matrix provides a powerful and intuitive way to manage access to requests and your data room across different user groups. This article will guide you through the key features and functionalities of the permission matrix, enabling you to effectively control access and maintain data security. Accessing the Permission Matrix Navigate to the Permissions tab within your DealRoom project. On the left sidebaFew readersHow to Manage Admin Privileges
Being an admin of your room is a critical role that involves managing requests and controlling access to sensitive deal information in the Data Room. In this article, we’ll walk through best practices for managing admin responsibilities to maintain both security and workflow efficiency. Understanding DealRoom Admin Privileges DealRoom offers two tiers of admin permissions. See the overview below: Pipeline-Level Administration This is the highest level of access, providing control ovFew readersHow do I control who can upload files, and where they upload them?
Controlling user upload permissions is key to keeping your workspace secure, organized, and efficient. Without proper settings, users can upload sensitive files to the wrong place, create clutter, or exceed storage limits. By managing who can upload and where, you protect data, reduce risk, and keep collaboration on track. In this article, we'll review how to set upload permissions effectively. What permission levels allow file uploads? There are three permission sets that allow users to upFew readersUnderstanding Permissions for Subfolders
In M&A, controlling who sees what is critical to maintaining confidentiality and streamlining collaboration. DealRoom’s subfolder permissions allow you to grant access to specific sections of your data room based on user roles, without duplicating documents or creating multiple rooms. In this article, we’ll walk you through how to control subfolder permissions to keep your process secure, efficient, and tailored to your deal. How Your Files Are Organized Think of your files like a structureFew readersHow do I copy permission groups to a new room?
When you create a new room from a template in DealRoom, you can automatically copy groups and their users. This is the fastest way to set up your new room with existing permissions. If you skip this step, or if the template does not include the groups you need, you will start with a clean slate. From there, you can either add members manually or use Multi-Room Updates to pull groups and permissions from another room. In this article, we will cover both options: adding groups while copying a roomFew readers
Data Room
How 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. (https://stoPopularHow 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/-/2/7/fSome 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 readersHow do I upload documents?
How to Upload Documents Upload to a Request – You can upload a document directly to a request and select the folder where it should be placed in the Data Room. Upload to the Data Room – You can upload a document straight to the Data Room tab and link it to a request later. Uploading to a Request Click on an existing request. Inside the request, look for the Upload button (https://storage.crisp.chat/users/hFew readersHow Do I Upload a Folder Structure in DealRoom?
A clear folder structure is essential for keeping diligence on track, staying organized, and avoiding confusion among users. In this article, you'll learn how to upload folders to your room and build a structure that helps both internal teams and external parties quickly find what they need. Whether you're preparing for diligence or planning post-close handoffs, these steps will save time and reduce unnecessary back-and-forth. In this article we'll discuss: How to Upload Folders to YoFew readersHow can I see what documents were recently uploaded?
During due diligence, staying on top of the latest uploads is essential to keep things moving. But when documents are added over time, it’s easy to lose track. In this article, we’ll show you how to quickly find recently uploaded documents so you can stay organized and move faster. Navigate to your room and select Data Room from the top navigation bar. In the left-hand panel, click Recent Files. This view shows all files recently uploaded to the room. You can also adjust the upFew readersHow do I permanently delete data from the Trash in the Data Room?
Moving files to the Trash in the platform does not permanently delete them. They remain recoverable and still count against your data storage. In this article, we’ll show you how to permanently delete files from the Trash to improve security, maintain compliance, and free up storage space. How to Permanently DeletFew readersHow do I copy a folder structure to another room?
Save time and ensure consistency by copying an existing folder structure from one data room to the next. This article will guide you through the simple steps to efficiently replicate your folder structure, so you can quickly set up new rooms without missing a beat. SteFew readers
DealRoom AI
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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 Go into the room you'd like to delete and/or close. Navigate to the SPopularWhat is the difference between static and dynamic watermarking?
Using Static and Dynamic Watermarks Keeping your information secure and confidential is a top priority for us at DealRoom. That’s why we make it easy to add watermarks to documents directly within the platform. DealRoom provides two types of watermarks for your documents: Static Watermarks Dynamic Watermarks Static Watermarks With static watermarking, custom text, such as "CONFIDENTIAL",Some readersHow 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 View storage usage. The total will pop up.Few 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. We recommend you export your room, to do this reference this article: How do I bulk download the Data Room?Few readersCan we use our own logo or corporate branding?
Make your DealRoom truly yours by adding your corporate logo, brand colors, and customized branding. With flexible options, you can ensure that your company’s identity shines through every time users log in. Personalize each room with unique logos and colors to create a consistent, professional experience. Go to the Room you want to customize. Click onto Settings in the upper navigation. Select Appearance from the left menu. Upload your logo and change the background coFew readersCan I Change My Data Room URL?
Need to update your DealRoom URL to better reflect your company name or a specific deal? While you can’t make this change directly in the platform for security reasons, our team is here to help. In this article, we’ll walk you through how to request a URL update for your room. Where to Find Your URL To view your current DealRoom URL, go to your room settings and navigate to the General tab. In the Room Link section, you'll see the active URL and have the option to copy it for eFew readers
Requests
How do I import a request list?
Importing request lists is a fast way to add multiple requests to your room. When done thoughtfully, it helps ensure your request list mirrors the structure of your data room, making the diligence process more efficient. This article covers two simple ways to import. Importing and Updating a Request List Importing a Request List with Folder StructureSome 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 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/-/2/7/f/6/27f699bfcd0cb800/screenshot-20Some readersHow do I attach documents to a request? Where are documents stored?
There are two ways to attach a document to a request. This article will walk you through how to either attach an existing document from your data room or upload a new document directly to the 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. (httSome 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-deaSome readersHow do I set due dates and assign users to requests?
Staying on top of a timeline is essential to ensuring a deal stays on track. Managing your deal timeline is simple in the platform; read below to learn how to: Set Due Dates for Requests Set Due Dates for Multiple Requests Assign Users to Requests Set Due-Dates for Requests Select the specific request you want to set a due date for. In the right-hand menu, hover over the staSome 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 availablSome readersHow do I use the Timeline?
The Timeline view in DealRoom is like a Gantt chart, giving you a visual overview of your deal so you can manage requests and dependencies more easily. In this article, we'll review: How to access the timeline view&x20; Interactive capabilities available&x20; Tutorial video of Timeline&x20; How to access the timeline view From the room, navigate to the Requests tab at the top of theSome 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 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 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 (Request) Access your DealRoom project and navigate to the Requests tab. Click on the blueFew readersHow do I send reminders to assignees and reviewers?
To help keep requests on track, the platform offers a quick and simple way to send reminders to assignees and reviewers. In this article, we’ll cover two ways to set up 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 or Reviewer name on the right-hand side. CFew 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 readersOverview of the Requests Tab
Overview of the Requests Tab The Requests tab helps you manage tasks, information requests, and due diligence in one organized space. It streamlines collaboration by allowing you to create, assign, and track requests, ensuring nothing falls through the cracks and your deal stays on track. Key Features and Elements Navigation The "Overview" and "Timeline" tabs let users toggle between a table view and a visual timeline of requests, making it easy to track progress and unFew readersHow do I create a request?
The Data Room is your centralized space for securely storing and managing documents, while Requests act as your project management hub—helping you streamline Q&A, assign tasks, track progress, and ensure nothing falls through the cracks. Requests can be used to collect information, delegate responsibilities, or facilitate internal and external collaboration. In this article, we’ll walk through how to create and manage a request to help you get the most out of this feature. To createFew 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 copy requests into another room?
How to Copy Requests to Another Room Copying requests from one deal room to another is an efficient way to standardize your process or set up new deals quickly. There are three distinct methods, each suited for a different scenario. This guide will help you choose the right method for your needs. Choose Your Method First, identify what you need to accomplish to select the best meFew readersHow do I reset the ID number on a request?
Recently updated your worklist and need to reset your request ID numbers? This article will guide you through the quick and easy steps to reset your IDs and keep your workflow clean and organized. Why Request IDs Don’t Automatically Reset We understand it can be frustrating to manually reset your ID numbers, so here’s a bit of context. Each request is tied to a unique URL, which allows you to easily share direct links when needed. While this offers flexibility, it also means IDs won’t aFew readersHow do I view unreviewed requests?
In M&A, timing and visibility are everything. Staying on top of what’s been reviewed—and what hasn’t—can mean the difference between momentum and delays. To help your team stay aligned and avoid bottlenecks, you can now filter requests to show only those that remain unreviewed. This makes it easier to follow up with reviewers, keep deliverables moving, and ensure nothing slips through the cracks. In this article, we’ll walk through how to filter your requests to spotlight those that need attentFew readersHow to View Requests Assigned to Me
How to View Your Assigned Requests Staying on top of your tasks starts with knowing what’s assigned to you. This guide shows how to quickly view or filter your requests in the platform, so you can prioritize and stay aligned with project goals. Here’s how to quickly find the requests assigned to you: Click into your room, then go to the top navigation and select Requests In the submenu, click Assignee to open a dropdown, then check off Assigned to me to view your tasFew readersHow do I manage request tasks in bulk?
Need to update multiple request tasks at once? This article will give you a step-by-step overview of how to make bulk changes quickly and accurately within the request tracker. Step One: Navigate to your worklist within the requests tab of your room. To see everything, select “All Worklists” for a full view of your structure. For a more focused view, click into a specific worklist. (https://storage.crisp.chat/users/helpdesk/website/-/2/7/f/6/27f699bfcd0cb800/screenshot-2025-06-Few readersWhy Can’t I See Certain Requests or Findings in DealRoom?
Having trouble locating a request or findings in DealRoom? It’s often a permissions issue and usually a quick fix. In this article, we’ll walk through common causes and how to work with an admin to restore visibility. Why Can't I See Requests or Findings? If you can’t see specific requests or findings, it’s likely because your user group’s permissions don’t grant access to them. What to Do If You Can't See Requests or Findings If you can’t view a specific request or finding, it’s likelFew readersHow do I reorder, reassign, or edit multiple requests at once?
Updating multiple requests can be a quick and efficient way to manage your work. In this article, we'll cover how to: Reorder requests Reassign requests Edit requests in bulk To get started, open the Requests tab and check the boxes next to the requests you want to update. As you make selections, a counter in the top-right corner will show how many requests are selected. (https://storage.crisp.chat/users/helpdesk/website/-/2/7/f/6/27f699bfcd0cb800/screenshot-2025-09-04-at-60701Few readersWhy is my request import failing?
If you see the error message "Requests were not imported" when uploading an Excel file, it may be caused by several issues. This article explains the common causes and how to resolve them. Common Reasons for Import Failures Worklist Name Mismatch The worklist name (tab name) in your Excel sheet does not match an existing worklist in the platform. How to Fix: Adjust the tab name in your Excel file to match the exact worklist name in the platform. For example, if the worklistFew readersHow Do I Notify Users of New Documents Without Giving Request Access?
As a data room administrator, you may want users to see when new documents are added without letting them manage requests. This keeps everyone informed while you stay in control. To do this, you’ll adjust permissions and pick the right notification option when uploading documents. In this article we'll review how to: Restrict Request Management for Users Notify User Group When Uploading a New Document (3-step-2-notify-the-user-group-onFew readers
How do I redact a document?
Redaction is a critical feature in M&A that enables teams to control the flow of sensitive information by hiding confidential details from specific parties during due diligence. It helps protect proprietary data, maintain compliance, and ensure information is disclosed strategically throughout the deal process. In this article, we'll review how you can redact a document within the DealRoom platform. First, open your room from the left navigation panel, then click " Data Room" at the topFew readersUnderstanding Data Room Access Levels
Access levels are essential for controlling who can view and interact with documents in your DealRoom data room. By assigning specific permissions to each user group, you can ensure that sensitive information is accessible only to the right people. The four main access levels you can assign to groups are: Access Levels Explained View Users can only view files, which display with a watermark. This level is ideal for groups that need to review documents but don't need to download oFew readersHow Can I Restore a Deleted Worklist in DealRoom?
Deleted a worklist by mistake? It’s not gone for good. You can restore it from the Trash and keep your project on track. This article breaks down how that recovery works so you don’t lose anything important. Step-by-Step Guide to Restoring a Deleted Worklist: Access the Trash Folder: To recover a deleted worklist, go to the Requests tab on your DealRoom dashboard. In the lower-left corner, click the Trash icon. This is where deleted worklists stay. From there, you can find aFew readers