Rooms
Manage requests and collaborate within DealRoom, from creation to administration.
65 articles
- How do I use Findings?
- How to Use Findings Custom Fields
- How do I set permissions and add users?
- How do I grant someone admin access?
- How do I remove a user?
- Admin vs User View in DealRoom
- How to Change the Room Owner
- Adjusting permissions across multiple groups
- How to Manage Admin Privileges
- What are the Differences between Pipeline and Room Permissions
- Understanding Permissions for Subfolders
- How do I copy permission groups to a new room?
- How do I bulk download the Data Room?
- How do I renumber or reorder files in the Data Room?
- Can I export a sitemap?
- How do I upload documents?
- How Do I Upload a Folder Structure in DealRoom?
- How can I see what documents were recently uploaded?
- How do I permanently delete data from the Trash in the Data Room?
- How do I copy a folder structure to another room?
- What is the difference between static and dynamic watermarking?
- How do I control who can upload files, and where they upload them?
- How do I use Synergy Tracker?
- How do I track if a user downloaded or viewed a document?
- How do I import a request list?
- How do I export requests?
- What is the difference between assignee, reviewer, and follower?
- How do I attach documents to a request? Where are documents stored?
- How do comments work?
- How do I use dependencies? (i.e. Blocked by/Blocking)
- How do I set due dates and assign users to requests?
- How do I use the Timeline?
- How are requests and the data room linked?
- How do I use dynamic start and due dates?
- How does the Q&A function work?
- How do I send reminders to assignees and reviewers?
- How do I create and use labels?
- Overview of the Requests Tab
- How do I create a request?
- How do I copy requests into another room?
- New Requests Modal Enhancement
- How do I reset the ID number on a request?
- How to View Requests Assigned to Me
- How do I view unreviewed requests?
- How do I manage request tasks in bulk?
- Why Can’t I See Certain Requests or Findings in DealRoom?
- How do I reorder, reassign, or edit multiple requests at once?
- Why is my request import failing?
- How Do I Notify Users of New Documents Without Giving Request Access?
- How do I redact a document?
- Understanding Data Room Access Levels
- How Can I Restore a Deleted Worklist in DealRoom?
- How do I customize my email notifications?
- How do I track activities in the Audit log?
- How do I track progress of requests being completed?
- Hide Data Room TabAdmins can now hide the Data Room tab from the room navigation for specific groups. This is a navigation-only change — it does not restrict file access.
- Group PermissionsThis is an explanation of all granular controls by permissions area (permissions tab). Each tab controls a specific area of the room. Here's what's available for each.
- Bulk RedactionsThis articles explains how our redactions and bulk redactions work inside of the doc viewer.
- Comment Visibility in RequestsThis articles explains the improvements to the comment section in Requests. Users can see the audience (who can see my comment) before posting.
Room Setup & Administration
Learn how to create and configure a new Room.