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.

Agree the transaction boundary

Define purpose, parties and owner and check for an existing room. Different access boundaries may require separate workspaces; folders are not a replacement for permission design. Identify confidentiality/NDA requirements before sharing.

Coordinate the transaction

  1. Add relevant records and verify revisions.
  2. Give questions, requests and actions an owner and expected outcome.
  3. Review linked contracts and NDAs independently of room lifecycle.
  4. Record decisions and unresolved conditions through the permitted route.

Close work and review access

Confirm material requests and decisions are recorded and their supporting information remains available. Review participants when a party leaves or the transaction ends. Revoking platform access cannot recall copies previously downloaded; follow the applicable confidentiality and retention process.

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.