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Deal Room
Help articles to guide you on how to use the new Deal room
12 articles
Deal roomAn introduction to what a Deal room is
How to create a new roomHow to create a room to share with participants
Manage roomAdd recipients, functionality and settings
Connect a contract to your Deal roomA guide to the Contract element
Updates - DealroomCreate Updates to have a more lively engagement with your customers.
Dealroom chat featureHow to engage with your customer with our new chat feature
Files - Deal room featureHow to use the new files feature in your Deal room
Action planA guide explaining the new action plan feature in the deal room
List of file formats - Files in Deal roomApproved file formats for when uploading Files in your Deal room
Templates and Content resources
How to create and build template rooms and how to create and use content resources
Content OverviewAn overview of the Content where you store your Room templates and Content resources
Build a Template RoomHow to create your template room and what is new
How to create and use Content resourcesHow to create and use Content resources