Article

Acquire user guide for administrators

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Datasite Acquire





 
Get your project up and running

 1  Settings & Mobile app

Visit Settings first to set up and manage handy features on your project such as email alerts, inbox, watermarks and the mobile app.  

Inbox

The Inbox functionality can be leveraged to make the document uploading process more efficient by allowing the seller (and any other user) the ability to email content directly into the Datasite platform. This content is then distributed throughout the site structure by Acquire project admins. This feature is highly recommended if there is a desire to keep the seller out of the Acquire project entirely. 



Want more on inbox? Inbox

Mobile App

Basically diligence on the go. Any user on your team can use the mobile app to review document content and participate in Q&A from their mobile device, essentially allowing for content review on your schedule. Get a call from the seller, or the office asking to have another member added to the project for their respective team while you're waiting to board a plane? Not a problem with Datasite mobile, which also allows Datasite Acquire project admins to manage users right from the app. 

Use the QR code to access the App Store or Google Play store and install the app.

mobile-app-qr_Sept22.png

Want more on the Mobile App? Datasite Mobile App - Project Admin

  
 2  Trackers

Trouble keeping the Due Diligence Checklist/Document Request List up to date across your team and the seller? Upload your list as a Tracker and keep track of every aspect of your buy-side project in one place. Create and permission as many trackers as needed to stay organized and ensure everyone has access to just the information you need them to see and update. Trackers can also be used for creating task lists to further keep your team on point. Want your project's folder structure to replicate your checklist? With Trackers, you can easily create a fileroom and folder structure automatically linked to your Tracker. Further, you can also link to findings and deal documents to ensure everyone has quick access to the information they need to reach a buy decision more quickly.


Want more on Trackers? Trackers

 

 3  Permissions

Make sure users you invite only see and control what they should by setting up permissions. Cascade user and document permissions in real-time or schedule them in bulk at the project, folder, or document level. You can also control subject-matter expert input as appropriate. Remember to publish your content prior to inviting users. 



Need more on permissions? New Permissions
 

 4  Loading Documents

Get documents into your project quickly by using the inbox, browsing your files, or dragging and dropping. 


Need more on loading content? Upload Files

 

 5  Launching

When you have your tracker set and your content loaded and want to start inviting reviewers, it's easy to launch your project. 

Need more on Launching? Launching a Project

 

 6  Users

It only takes a minute or two to get users onto your site. Keep in mind that until the project is launched, you will not be able to invite users to anything other than a project admin or manage role. A User must be invited to both a role and a team.
 

Need more on inviting users? Inviting a User


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During due diligence


 1  Findings

Tired of putting out dumpster fires when unexpected issues crop up during your diligence? Are you looking for a way to switch from a reactive risk management strategy during acquisition to a proactive strategy? Datasite Findings has you covered with a single place to log, discuss, and manage potential risks and benefits discovered while the diligence is in flight. Additionally, Findings can also be permissioned to enable secure collaboration on sensitive topics.



Need more on Findings? Findings


 2  Comments

Communicate more effectively around deal documents using the secure commenting and @mention features. Focus the discussion where it needs to be by placing comments in any deal document and making them public or private. Streamline collaboration by @mentioning users or teams in comments so they know exactly where to focus their attention.

Need more on Commenting? Making Comments and Annotations on a File


 3  Q&A

The Q&A (Questions & Answers) tab in your project facilitates communication between project administrators and reviewers, while automatically creating a full audit trail of correspondence between parties. 



Need more on Q&A? Q&A Overview

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 4  Dashboard

Keep your finger on the pulse of your deal with Acquire's customizable Dashboards. Use the Dashboard so you and your team can get the full picture of their deal in one place. Receive real-time notifications when new deal documents arrive in your project and see the status of your findings and trackers, organized by status and priority. Permission your dashboards so the right people have access to the right information for your specific project requirements. 



Need more on the Dashboard? Acquire Dashboard

 5  Analytics

Stay on top of your deal with robust reports. 

 

Acquire Analytics

 
Closing your project

When your project is complete, request an archive and easily close your project from the Settings tab. 

 
Acquire for sellers

If you're a seller who has been added to an Acquire project, here is a quick getting started video to get up to speed.

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Title
Acquire user guide for administrators
URL Name
Acquire-User-Guide

Summary

Acquire user guide for administrators is an online help content article designed to assist administrators in managing their projects. The guide provides comprehensive instructions on getting projects up and running, conducting due diligence, and closing projects.

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