Rooms
Manage requests and collaborate within DealRoom, from creation to administration.
59 articles
How do I close out a room and download it's contents?
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?
How to Delete, Close, or Reopen a Room
What is the difference between static and dynamic watermarking?
How can I check how much data I’m using?
How do I cancel my account or subscription?
How do I control who can upload files, and where they upload them?
Can we use our own logo or corporate branding?
Can I Change My Data Room URL?
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?