Managing document requests | DealCentre AI

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Preparation icon on the left side of the screen. The Documents tab should be displayed.
4. Click Document Requests.
5. The following options are available for customizing the grid:
   • Column select - To select which columns to display in the grid, click Columns on the right or from the three dots menu in any column header, select Choose Columns. Select or deselect the columns to display. Click and drag to rearrange the order of the columns.
   • Filters - To filter the requests shown in the list, click Filters on the right. Expand the filter you are interested in and select the option to display only those results that match the filter. Click Clear to remove all filters.
   • Sort - Click the three dots menu in the column header that you want to sort by and select either Sort Ascending or Sort Descending.
   • Pin column - Click the three dots menu in the column header that you want to pin and select Pin Column, then select No Pin, Pin Left or Pin Right. Pinned columns will remain in view when you scroll the page to the right or left.
   • Autosize columns - Click the three dots menu in the column header that you want to autosize and select Autosize This Column or Autosize All Columns.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Preparation icon on the left side of the screen. The Documents tab should be displayed.
4. Click Document Requests.
5. Select the appropriate option to create a document request.
   • If this is the first document request for the deal, click Add Document Request.
   • If you have already created a document request for the deal, click Create Request to create another request. 
6. Select where to upload documents. To change the default of All Folders, click the Pencil icon next to All Folders and select the folder(s), then click Confirm Location.
7. In the Description field, enter a description of the documents you are requesting.
8. (Optional.) In the Reviewers field, enter the deal team members that you want to receive alerts when documents are received. If no reviewers are selected, all deal team members will receive alerts when documents are received.
9. In the Assignee(s) field, enter the email addresses of the users that you want to be able to upload documents.
10. (Optional.) To automatically send a notification to all assignees, click Email this request to all assignees. You can also do this at a later date.
11. (Optional.) In the Due Date field, enter the date by which you would like the documents to be uploaded. Documents cannot be uploaded to this request after the due date.
12. (Optional.) In the Priority field, select the priority of the request.
13. Click Create Request.
14. Select one of the following options:
    • To copy the link to the clipboard, click the Copy icon. You can send this link in an email to the users who need to upload documents. In the email, list the documents that you want them to provide.
    • To see what the link looks like and optionally add documents, click Preview Request Link. In the Email Address field, enter your email address, and click Next. The Upload Requested Documents screen is displayed. You can drag and drop documents or select files to upload. 
15. Click Close.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Preparation icon on the left side of the screen. The Documents tab should be displayed.
4. Click Document Requests.
5. Click the ID or Task field for the row of the request that you want to update. The details are displayed in the right panel. The right panel includes three tabs:
   • Overview tab - shows the document request Details, Reviewers, and Assignees.
   • Documents tab - shows the documents uploaded and the uploaded location.
   • Collaboration tab - shows the communication between administrators, assignees and third party users.
6. You can edit the document request description and other details in the Overview tab. 
   • To update the document request description, click the Edit description icon.
   • To copy the document request link to the clipboard, click the Copy document request link to clipboard icon.
   • To update Status, Priority or the Due Date, edit the fields in the right panel.
   • To edit the people assigned to the request, in the Assignee(s) section, click the Edit Assignees icon. Make your changes and click Save.
   • To edit the people who will receive document alerts when documents are received, in the Reviewers section, click the Edit Reviewers icon. Make your changes and click Save.
   • To resend notifications to assignees, in the Assignee(s) section, click the Email Assignees icon.
   • To delete a single document request, click the three dots menu at the bottom of the right panel and select Delete Request. Click Delete to confirm.
   • To delete multiple document requests, select the checkboxes for the document requests and select Delete. Click Delete to confirm.
7. To open the folder associated with the request, in the Documents tab, click the folder name.
8. To read comments sent by the other deal administrators, assignee, third party users, use the Collaboration tab in the right panel.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list. 
2. Select the deal you want.
3. Click the Preparation icon on the left side of the screen. The Documents tab should be displayed.
4. Click Document Requests.
5. In the Request column, click the request.
6. In the right panel, in the Overview tab, click the Copy document request link to the clipboard icon.

You can send document request notification emails for more than one document request at the same time. One email per assignee is sent. If the same users is an assignee for multiple requests, they will receive a separate email for each request. These requests will appear as in-app notifications for the assignees, as well.

Send notification emails for a single document request

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Preparation icon on the left side of the screen. The Documents tab should be displayed.
4. Click Document Requests.
5. To send an email for a document request, click the three dots menu in the Actions column, and select Email assignees. 

Send notification emails for multiple document requests

You can send document request notification emails for more than one document request at the same time. 

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list. 
2. Select the deal you want.
3. Click the Preparation icon on the left side of the screen. The Documents tab should be displayed.
4. Click Document Requests.
5. Select the requests for which you want to sent emails.
6. Click Email Assignees.

Members of the deal team, assignees, and third party users can view and participate in conversations for authorized requests. They can add comments to document requests and collaborate with each other. @mentions can be used to tag specific administrators, assignees or third party users in the comments.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Preparation icon on the left side of the screen. The Documents tab should be displayed.
4. Click Document Requests.
5. Click on the document request you want to comment on.
6. Click the Collaboration tab on the right to see existing comments and add a new one.
7. To add a new comment, click Add Comment.
8. Enter your comment in the Add Comment text box.
9. (Optional.) To tag specific administrators, assignees, or third party users including yourself, use @mention.
10. Click Add to submit your comment. 

You can view information about total number of document requests made, open requests, requests that are ready for review, and completed requests.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Preparation icon on the left side of the screen. The Documents tab should be displayed.

4. Click Document Requests. Document request status information appears at the top of the screen in the form of summary cards.

   The summary cards can be used to filter document requests by Status.

Exporting document requests

You can can export document requests to a Microsoft Excel spreadsheet.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Preparation icon on the left side of the screen. The Documents tab should be displayed.
4. Click Document Requests.
5. Click Export.

When recipients of document requests upload documents, it is a good practice to review the documents to ensure that they actually contain the information that was requested. This can be tedious and time consuming when documents are reviewed manually. You can use DealCentre's Link AI to perform the review for you. Link AI will automatically scan uploaded documents to verify that they contain the requested information. If information you requested cannot be found in the uploaded documents, Link AI will suggest additional documents that may have the information you want. You can open document requests to review, validate and open Link-suggested documents.

AI can review the following document types:

• PDF
• Microsoft Word (.docx, .doc)
• Microsoft PowerPoint (.pptx, .ppt)

If additional documents are uploaded to a document request, or if documents are removed, Link AI will scan all the documents attached to the request to be sure that the information you requested is available in the current set of documents.

Enable Link AI review of document requests

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Settings icon on the left side of the screen.
4. Select Link AI.
5. Enable the Link Document Request Review option.
6. Click Save.