Deal Rooms

Share confidential files with identity, NDA, approval, watermark, and prospect activity controls.

Category summary with focused task guides

Choose the result you need

Start with the first guide if this area is new to you. Each task includes prerequisites, exact navigation, expected results, examples, and recovery steps.

Start here

Orientation and setup tasks that establish the right starting point.

Start 1

10 to 25 minutes

Create a Deal Room and choose access

You will create a Deal Room tied to the correct property and test an access gate that matches the confidentiality requirement.

Open guide

Core tasks

The workflows you will use most often.

Advanced

15 to 40 minutes

Manage confidential files, NDAs, and watermarks

You will build a deliberate confidential-file set, configure the correct NDA source, and test protected PDF delivery as an identified visitor.

Open guide

Intermediate

5 to 20 minutes per review session

Review prospects, approvals, and activity

You will make traceable approval decisions and interpret room views, OM activity, and downloads without overstating engagement.

Open guide

Advanced and reference

Deeper configuration, analysis, and less frequent tasks.

This category has no separate advanced and reference article. Use the available guides above or below for the closest supported task.

Troubleshooting

Diagnose unexpected states and recover safely.

Intermediate

5 to 20 minutes

Update, archive, and troubleshoot a Deal Room

You will update one room setting at a time, preserve its activity history, and archive the room when protected access should end.

Open guide

How to use this section

Start with the task that matches the result you need. Each guide states the required role, prerequisites, current interface labels, expected outcome, and recovery steps. Only customer-visible production workflows are included.