Administrator Training

Step 15: Managing Q&A

Discover how to respond to user questions, add information to FAQ documents, and assign specific group questions to the appropriate administrators.

This video serves as a training module for administrators on how to manage the Q&A functionality within a CapLinked virtual data room. When the Q&A feature is enabled, administrators and users can communicate directly within the workspace.

Key features covered in the video include:

  • Asking and Viewing Questions: Users can submit questions directly from specific documents, which are then aggregated under the Q&A tab for administrator review (0:000:58).
  • Managing Responses: Administrators can view pending questions, provide direct responses, and choose to add important Q&A exchanges to an FAQ document so other users can see them (0:581:21).
  • Assignment Logic: Administrators can assign specific groups (like legal counsel) to designated individuals to streamline communication and prevent bottlenecks. Alternatively, administrators can screen all incoming questions by assigning groups to themselves before delegating them to others (1:272:18).

Step 1: Workspace Basics

2:33

Step 02: Uploads & Setting Permissions

3:19

Step 03: Customizing the Overview Tab

1:57

Step 04: Configuring Workspace Settings

4:25

Step 05: Adding Disclaimers

1:46

Step 06: Assigning Disclaimers

1:09

Step 07: Moving Files and Folders

1:11

Step 08: Uploading Documents

1:40

Step 09: Adding Metadata Descriptions

0:38

Step 10: Creating User Groups and Setting Permissions

2:12

Step 11: Protecting Downloaded Documents

2:26

Step 12: Managing Group Members

3:26

Step 13: Selective Download and Edit Permissions

2:46

Step 14: Messaging and Announcements

2:34

Step 15: Managing Q&A

2:25

Step 16: Reviewing Activity Reports

3:19

Step 17: Downloading Content

1:42

Step 18: Bulk Downloading

0.50

Step 19: Downloading Signed Disclaimers

1:17

Step 20: Using the Trash Bin

0:54
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