Q&A - Project Owners

Q&A – Project Owners

As a Project Owner, you can enable and configure the Q&A feature so that your end-users can seek clarity on your data room content.

To enable the feature, go to Project Settings, locate the Q&A feature setting, select ‘Yes’ and scroll down to hit ‘Save’.

The Q&A area will then be displayed, amongst the other core features, on the left-hand side of the screen.

In the Q&A area, you will find four tabs.

Q&A

The Q&A tab displays a dashboard of all questions asked thus far in the project. From here, you can respond to questions, view the history, complete or cancel the conversation.

To action any of these options, click on the name of the user that asked the question or the question itself. This will reveal the conversation side-panel where the document name will also be displayed if the question relates to a specific file.

To see the complete history of questions and answers in a given conversation, click on 'View History'.

When questions are asked or responses are added, the relevant user will be notified via email.

FAQs

The FAQs area allows you to display helpful questions and answers that may benefit all end-users.

To add an existing Q&A to the FAQ area, view the conversation history and click ‘Add to FAQs’.

You will then get the opportunity edit the Q&A text before publishing to the FAQs area for all users. 

You may also manually add FAQs if required, via the main FAQ dashboard.

Tasks

Tasks are created when an end-user triggers one of the three task options, available on their dashboard (if enabled in project settings):

• Register interest
• Call back request
• Hard copy request

Tasks are not designed to evolve into conversations. They are used to simply notify Project Owners of actionable requests from end-users and are most commonly used in IPO and fundraising projects.

Q&A Groups

With the Q&A feature enabled in Project Settings, you can create Q&A groups to allow/restrict access to the feature or to limit the number of questions each user or team can ask.

Go to Q&A > Q&A Groups and click ‘Add a Q&A Group’.

Choose a Q&A Group name (for example, ‘Bidder A legal team’), set a question limit if appropriate and choose the group members. Click ‘Next’.

On the confirmation screen, click ‘Save & continue’.

The Q&A feature will be available on the dashboard of any end-user added to a Q&A group.

You can use the edit group option to reconfigure your Q&A group, and to monitor the number of questions each individual user in that group has asked: