DealRoom Software Help Guides

DealRoom Platform Help Guides

These help guides go over the DealRoom platform including the navigation, requests, data room, permissions, synergies, OKR, reports, and settings tabs.

Navigation Bar

The navigation bar is where you can view / access your pipeline and rooms.

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.

DealRoom Requests Overview — DealRoom Requests

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Data Room Tab

The data room 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.

DealRoom document viewer — Document Viewer

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Permissions Tab

This is where all permissions for the room are set, including members, files, and requests permissions. You can also create a new group, add new members, and copy group permissions. Note that all file permissions are set on a group level.

DealRoom file permissions — File Permissions

DealRoom requests permissions — Requests Permissions

DealRoom Uploaded Files Permission Confirmation — Uploaded Files Permission Confirmation

DealRoom Other Permissions — Other Permissions

DealRoom Other permissions contiuned — Other Permissions Continued

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Synergies Tab

The synergies tab is where you can create a new deal synergy, edit current synergies, or delete synergies.

DealRoom Editing a Synergy Tab — Edit a Synergy

OKR Tab

The OKR tab is where you can create, edit, or delete objectives and key results.

DealRoom Creative an Objective — Create an Objective

DealRoom Create a Key Result — Create a Key Result

DealRoom Update a Key Result — Update a Key Result

Reports Tab

The reports tab is where you can see a requests overview, requests activity, top active users, data room activity, and the audit log. Utilize filters such as groups, lists, priority, and statues to access the data you need. Data can be displayed in a variety of different charts. All reports can be exported to Excel.

DealRoom Requests Progress Reports — Requests Progress Reports

DealRoom Requests Activity Reports — Requests Activity Reports

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DealRoom Audit Log Reports — Audit Log Reports

Room Settings Tab

In the room settings, you can change a room's name, background color, and request commenting settings. This is also where you can create list keys, close a room, or delete a room.

DealRoom room settings continued — Room Settings Continued

Notifications Section

In the bottom left-hand corner of the navigation bar is the notifications section. This is where you can create announcements, check room notifications, filter notifications, and set all user / email notification preferences.

DealRoom Email Notification Settings — Email Notification Settings

Help Section

In the bottom left-hand corner of the navigation bar is the help setting. Here is where users can access FAQs, watch tutorials, provide feedback, and receive support help.

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Check out the complete Platform Overview guide here.

You can also watch our training videos here.

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DealRoom Software Admin Help Guides