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DealRoom Platform Help Guides
These help guides go over the DealRoom platform including the requests, documents, groups, and analytics tabs.
Requests Tab
After a request list is imported into DealRoom, quickly fulfill requests by using drag and drop. The platform will automatically organize and store files within the correlating folder in the documents tab. Increase accountability on tasks and projects by assigning clear roles such as assignee, reviewer, and follower. Users with task roles receive a notification when any update has been made to the request. Quickly find your assigned tasks by selecting the "Assigned to me" option.
Requests Overview
Individual Requests
Documents Tab
The document tab's content empowers teams to transform, retrieve, and classify documents and folders all within one platform. Benefit from features such as bulk upload, built-in document view, smart search, drag-and-drop, and more. The convenient built-in Excel and document viewer gives users file visibility, without ever having to leave the platform.
Documents Overview
Document Viewer
Groups
The groups tab is where admins can set file, requests, and other permissions. Admins can also view the specific members in each group. Users that are not admins only see the members of the groups that they have access to.
Groups Overview
Analytics
When all diligence goes through the platform, teams capture insightful data such as buyer engagement. Teams know exactly which users opened specific files, and can filter analytics by date, status, priority, and more. The audit log tracks any and all activity within the room.
Requests Progress Analytics
Top Active Users
Document Activity Analytics
Additional Document Activity Analytics
Permissions
Located within the Groups tab, this is where all permissions for the room are set. Common permissions include file, requests, admin, membership, group, and more. Note that all file permissions are set on a group level.
File Permissions
Requests Permissions
Uploaded Files Permission Confirmation
Other Permissions
General
On the top right corner is the help icon. Here is where users can access FAQs, watch tutorials, provide feedback, and receive support help.
Help
Check out the complete Platform Overview guide here.
You can also watch our training videos here.
