Making a deal live | DealCentre

  • Updated

Applies to: Advisors
 

You can only make a deal live if a sales contract has been signed. If the Go Live button is not available, contact your sales representative to finalize your contract. 

Video - Review VDR buildout and go live

Watch this video for a quick review of setting up your VDR in DealCentre before you go live with a deal. 

Icons_Approved.svg How to make a deal live

  1. Click on the deal that you want to make live.
  2. From the Documents menu, click Diligence.
  3. Click Go Live. Email notifications will be sent to users who have been given access to the deal and deal documents.

Additional information

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