Before you start

You need Deal Room access and permission for the actions you plan to take. Confirm your organisation’s sharing requirements before adding participants.

Step by step

  1. Open Deal Room and check whether the transaction already has a room.
  2. Create or open the relevant deal record and confirm its purpose, owner and parties.
  3. Add the relevant documents, evidence and requests using the room’s available actions.
  4. Connect an NDA or contract where needed, and verify the confidentiality and access requirements before sharing.
  5. Use the room’s lifecycle and decision views to coordinate review and follow-up work.

What happens next

Keep transaction questions, evidence and decisions connected to the deal. Review participant access as work changes.

If something does not look right

Linking a contract or NDA does not grant access to all linked content. If a participant cannot open a record, check their permission rather than copying restricted files elsewhere.