Applies to: Buyers
The deal overview page shows the target company, information about the deal, the people on the deal team, and notes that team has written about the deal. You can edit the deal information and add and delete notes. This information is only available to people in your group.
Video - Introduction to DealCentre for Buyers
Watch this video to learn how to access and view documents that have been shared with you and to see a tour of DealCentre features to ensure an efficient workflow to close your deals faster. Use the icon in the video player to view the chapters available.
How to view and edit the deal overview page
View and edit the deal profile
- From within the deal, click the Overview tab.
- Click the edit icon to the right of About the Deal.
- Update the deal profile information as needed.
- Click Save.
Add and delete notes
- From within the deal, click the Overview tab.
- Perform one of the following actions:
- To add a note, in the New Note field enter the note text and click Save Note.
- To delete a note, click the trashcan icon next the note that you want to delete and click the red check mark button to confirm.
How to view AI insights for a document
AI Insights analyzes a PDF document and displays the categories to which it belongs, document keywords, and document summary.
- From the Deal List, select the deal for which you want to view insights.
- Click Documents.
- Click the View AI Insights icon next to the document name. The AI Insights panel slides out from the right.
- (Optional.) Choose one of the following actions:
- To download the document, click the download button at the top.
- To view AI Insights for the next or previous document click the left or right arrow.
- To open the document in the viewer, click the document name.
Supported document types
You can view documents that have been shared with you in the browser. Use the procedure below to view documents or click the View Documents link in the email notification that was sent to you when new documents have been permissioned to you.
The following document types can be opened:
- PDF formats: PDF
- Microsoft Office: DOC, .DOCX, XLS, XLSX, PPT and PPTX
- CAD formats: DWG, DWF, DXF, DGN
- Document formats: TXT
- Image formats: BMP, JPG,and PNG
If you try to open an other type of file, a message is displayed and you will need to download the file and open it locally.
How to view documents
- From the Deals list, click the deal for which you want to view documents.
- From the Documents menu, select the area where your document is located.
- Navigate to the document that you want to view or use Search or Filter to locate it. Search searches by file or folder name, index number, or the added by name. Filter lets you filter the list of documents and folders by when the document was added or modified.
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Click the document name to open it in the online viewer. If you are opening a password protected document, you will be asked to enter the password.
The viewer has the following icons:
- Documents toggle - Lets you show or hide the list of documents.
- Search - Displays the search panel for searching the document. The search results are listed in the left panel. Click a result to navigate to that location in the document.
- Quick Access Panel toggle - When selected, visually displays the pages so you can scroll through them and click the page you want to view.
- View Controls - Lets you select how to transition pages, the page orientation and layout.
- Scroll Document - Lets you scroll through the document.
- Select - Let's you select text and copy it to the clipboard.
- Zoom In - Makes the page larger so you can magnify the page.
- Zoom Out - Makes the page small so you can see more of the page.
- Fit to page - Let's you increase or decrease the page size.
- Download - Downloads the document.
- Ask Link - Lets you ask questions and get answers related to the content in this document. To widen the search to include all documents, deselect the Chat only about this document option. This option is only available to advisers and sellers. For more information about using Ask Link, see Using AI to answer questions about documents.
- Redaction toggle - Let's you redact the document based on AI recommendations or by manually selecting items to redact. This option is only available for advisors.
- Click the "X" in the upper right corner to exit the viewer.
How to download documents
You can download an individual document or documents in bulk up to 1GB. Your buyer or seller group must be permissioned to allow bulk download.
- In the Deal List, click the deal from which you want to download documents.
- From the Documents menu, click the area containing the documents you want to download.
- To download an individual document, In the Actions column of the document you want to download, click the download icon.
- To download more than one document, select the documents, from the three dots menu in the menu bar, select Download.
How to export the document list
You can export a list of documents to which you have access. You can export the list from the internal, preparation, and diligence areas if your role has access to them. The export Microsoft Excel spreadsheet will have a separate tab for each area listing the documents you can access.
- From the Deals list, click the deal for which you want to view documents.
- From the Documents menu, select an area.
- From the three dots menu, click Export Document List.