Getting Started: The basic workflow below outlines initial steps common to most Acquire projects.
 

  1   Safelisting

• Safelisting Datasite Email

  2   Upload your file structure.

• Prepare Files for Uploading
• Upload Files
• Upload Zip Files

  3   Next, set up roles, permissions, and teams so your users can access project content. Roles and teams must be created prior to inviting users.

• Adding a New Role or Duplicating a Role
• Permissions
• Publishing
• Teams

  4   Lastly, invite users to your project.

• Inviting a User
• Sending, Editing or Discarding Draft Invitations
• Viewing User Information

Once you've invited users, you're ready to begin reviewing content. A sampling of features designed to assist with your due diligence includes:

• Dashboard - The dashboard is designed to provide an at-a-glance summary of your project. Findings status (see below), login history, document updates, and notifications appear here.
• Commenting on a File - As you review content, place comments on files; share comments with your team members or keep them private, as desired.
• Findings - The heart of your diligence process, findings allow you to document and track issues or risks identified in your due diligence process, define impact, and design mitigation strategies if necessary.
• Trackers- Trackers allow users to keep track of a variety of activities. Rather than using manual external tracking procedures (Excel spreadsheets, email, etc.), Trackers enable users to create and monitor needed processes within the project itself.