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General information about using DealRoom.
How do I set permissions?
Admins have the ability to set permissions for other users in the room. Admins have access to everything in the room. Permissions are set per group and all members in the same group will have the same permissions. Members can only be in one group per room. If a member has different permissions than all other members in the room, they should be apart of their own group. To set permissions for users, you must first create a group for them. Go to the Permissions tab and on the left next to Group
How do I delete a room?
You have to be an Administrator role in order to delete a room. Go to Settings (gear icon) Scroll down until you see Delete Room.
How do I set due dates and assign users to requests?
If a request already exists: Click on the request you want to assign a user to. Once opened, look to the right side and look for "Assignees". Click the plus icon to open the modal. Once the modal shows up, you will see the list of people you can assign into the request. (If you do not see the person you wish to assign the request to, that means you do not have the user privilege for your account to do so. Please ask your administrator or send us a message if you believe this should
How do I upload documents? Can I upload them to a request right away?
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. 3. You can either drag the file into the dr
How do I import a request list?
There are two ways to import request lists: The first way is to import just a request list. This way is best to use if you just want to add a list to a room or you want to add additional lists to a room that's already been set up. From the Requests tab, click the Import button to the right of the New Request button. A window will pop open and there will be and option to
How can I check how much data I’m using?
In order to check how much data you're using in a single room: Go to Settings Room>Settings on the lefthand side Scroll down to Get Data Usage The total will pop up. *Note: Deleted data is still counted towards your active data amount. Permanently delete files from your Data Room trash to remove the archived data !(https://storage.crisp.chat/users/helpdesk/website/
How do I track if a user downloaded or viewed a document?
One can track views, downloads, edits, and etc. if they have the permission or privilege to see the Reports tab in a Room. Reports Tab Once inside Reports, click on Audit Log. One can filter the Activities through this dropdown: !(https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_24idt
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. Exporting requests Export all request in the room Make sure that you highlight the topmost index of the requests section. Click on Export All and you should see the two options on exporting: to a PDF or to an Excel file. ![Export All to PDF or to Excel](https://storage.crisp.chat/u
How do I attach documents to a request? Where are documents stored?
There are two ways to attach documents to a request. If the document already exists inside your DealRoom: Inside your Room, click on a Request Click on any request inside your Room 2. Look for Documents on the left side of the pop up Request popup 3. Click the plus sign next to Documents 4. Another pop up opens. Y
How do I bulk download the Data Room?
Choose the Room you want to download from and navigate to the Data Room tab. Select the Home folder icon on the left side 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 the default options selected for the best download. You can select to receive a an email when your
How do I renumber or reorder files in the Data Room?
You can change the order of files in your Data Room. To do this, ensure you are in the Data Room section of DealRoom. Look for the Edit Index icon at the right side of your Data Room. Upon selecting, you will see the Edit Index window. You'll be presented with a grid that allows you to re-number your files i
Can I export a sitemap?
# # Can I 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. Look for Export Index. !(https://storage.crisp.chat/us