Overview
Learn the basic and fundamentals of working in DealRoom.
19 articles
How Do I Understand DealRoom Terms 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…
How do I set an NDA?Article reviews how to leverage the NDA feature in DealRoom.
How do I update my user profile?This article reviews how users can update their personal profile settings.
Overview of the People TabThis article goes over how to use the people tab within the organization settings.
How do I set up SSO with DealRoom?Article will walk you through how to set up SSO for your DealRoom organization.
Getting Started With DealRoom - Internal Non-AdminsResource for internal admins on how to get started with DealRoom.
Overview of the My Work TabFull review of the My Work Tab and how to leverage it as a tool in your day to day.
Overview of the Permissions TabGet a full overview of the permissions tab and how to create and manage permission groups within DealRoom.
Overview of the Data Room TabArticle will provide a full overview of the data room tab located within your room.
How do I add members to my room?Article will show a admin how to add users to their room.
How do I setup and use the Outlook plugin?Article will give admin an overview of how to integrate the Outlook add in.
How do I use Deal Builder (beta)?Article gives an overview on how to leverage Deal Builder to automate the worklist build out of rooms.
Overview of the Member Card
Overview of the Reports TabOverview of the reports tab for room admins.
How to set up Slack IntegrationOverview of how to integrate Slack for DealRoom.
How do I format an excel template for importing into DealRoom?Article provides an overview of the formatting for an excel template import.
How do I create new permission groups?Article provides an overview of how to create and manage permission groups in rooms.
Getting Started With DealRoom - Seller Non-AdminsArticle provides an overview for how sellers can start working in DealRoom.
Frequently Asked Questions (FAQ)Compilation of frequently asked questions while working in DealRoom.