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Diligence user guide for administrators

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Datasite Diligence



Step-by-step guide

  1   Email invitation

You receive an email invitation to Datasite


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  2  Register


Click Login Now to register

  • Fill out the required information
  • You receive another email: Subject: 'Your Access to a Datasite Project has been Activated'


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  3  Log in



 

On datasite.com, select Login

  • Username = email address
  • Enter your password, click Log In
  • You are taken to your Home page

Need more? Logging In

 
  4  Trackers

Upload your due diligence checklist/document request list and other to-do items as a Tracker to keep track of every aspect of your 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. 


Want more on Trackers? Trackers


 

  5  Loading Documents


 


 

The easiest way to upload content to your data room is to use drag and drop. From the Documents tab:

  1. Navigate to the location where the content should be uploaded.
  2. Select on your computer all files to be uploaded.
  3. Drag and drop them to the relevant location in the center panel. (Location is highlighted  in the left panel indicating where contents will be uploaded.)
  4. Click Upload in the pop-up windows that opens.

Need more? Upload Files
 

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  6  Q&A

If Q&A is desired on a project, it must be enabled and configured by a project administrator using the Q&A Setup feature.



 

To Open Q&A Setup:
  1. Access the Q&A tab.
  2. Click Setup Q&A.
Upon accessing Q&A Settings, the project admin is presented with an 'Overview' page. Watch the 'Q&A Setup Overview' for a brief presentation detailing the steps for Q&A configuration.
  • To view the video in a larger format, click the 'Fullscreen' icon located in the lower right corner of the video pane
  • To return from Fullscreen, press the Esc (Escape) button on your keyboard

The Q&A tab becomes visible to reviewers (Question Team members) upon completion of the Q&A setup process.

Need more? Q&A Overview
 

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  7  Permissions

In the Permissions tab:

  1. Select a role.
  2. Click Edit Live.
  3. Expand the folder structure on the left. 
  4. Select the applicable segment in the permissions bar for the desired folder, subfolder or file.
  5. Click Save.

 

Need More? Permissions
 

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  8  Users

From the Users tab:

  1. Click on the Invite New Users icon.
  2. Add the email(s).
  3. Select the User Classification, Role, Language & Teams (opt).
  4. Click Send Invite.
If your project is in Pre-launch status, only project admins or users with manage permissions can be invited.

 

Need more? Inviting a User


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  9  Redaction

To use the redaction tool:

  1. Within the Documents tab, locate the documents that need redaction.
  2. Select the associated checkbox; up to 10 files at a time may be selected.
  3. Choose Modify > Redact, or right-click on the file name and select Redact; your first document choice opens in the redaction tool window.
    • If multiple files have been chosen, they appear in a drop-down list at the top of the document viewer. Click the 'down' arrow next to the file title to display the list
  4. Choose from available Redaction Reasons by clicking the desired reason in the 'Select Reason' toolbar.
    • If none are chosen, the default is 'Unassigned'
    • A file may contain from one to four redaction reason selections
    • To choose a new reason while redacting, select the new reason from the toolbar before marking the associated redactions
  5. Redact the document(s).
  Note : Depending upon your configuration, Redaction Reasons might not available on your project.

 

Need more? Redaction

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  10  Analytics

 

 

The Analytics tab displays interactive filterable reporting data detailing project activity. Categories and dashboards include:

My Analytics 

  • Build-a-Dashboard - Create a customized dashboard including the metrics you're most interested in
Reviewer Activity - See what your project reviewers are doing
Data Room Activity Audit - See what your administrative team is doing

 * These dashboards can display using either roles or analytics teams as the base criteria.

Need more? Analytics

  11   Clo se and Archive

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

Need more on closing? Close Project
 

 

 

Title
Diligence user guide for administrators
URL Name
Diligence-User-Guide-for-Administrators

Summary

Diligence user guide for administrators is an online help content article designed for administrators. The guide covers various topics such as invitation process, registration steps, and login procedures. It also includes sections on trackers, loading documents, and permissions.

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