Welcome to Intralinks DealCentre AI! Below is a library of video tutorials with detailed instructions for the DealCentre AI application. Watch these instructional videos to learn essential processes in DealCentre AI, or refer to the corresponding documentation for step-by-step guidance.
Click a topic below to learn more about the DealCentre AI application.
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Getting started with DealCentre AI
Before working on your deal, you need to activate your Intralinks account. Then watch an overview of how to configure deal settings. When you are ready to create a deal, view the tutorial with detailed guidance.
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Account Activation See this demo on how to activate your Intralinks account. |
Deal Settings Watch this video to learn about deal settings configuration. |
Create a Deal View how to create a deal after completing deal settings configuration. |
Deal preparation
Watch these video tutorials for guidance on fully building out your VDR within a deal.
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Upload Documents See how to upload documents to the preparation area within your deal.
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Manage Documents After uploading documents, learn how to manage files within your deal and push documents to diligence. |
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Create Document Requests Use the document request link feature to securely collect files from external stakeholders.
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Users & Groups
View how to add and manage permissions for people within your deal.
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Overview of User Roles Review the user roles available within group types before adding people to your deal.
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Manage the Seller Group Watch this walkthrough to learn about how the Seller group is managed in DealCentre AI. |
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Assign Seller Permissions See how to assign permissions for Seller subgroups. |
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Manage Buyer Groups Watch this tutorial to see how to add and manage buyers within a deal.
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Assign Buyer Permissions Learn how to assign permissions to buyer subgroups.
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AI Features*
Learn about the AI-powered features within the DealCentre platform that can streamline your dealmaking process and drive efficiency.
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Ask Link - Conversational AI Assistant See how to use Ask Link for AI Insights about deal documents. |
AI Insights Explore AI Insights to see how you can accelerate your dealmaking process. |
AI Redaction Learn how to use AI Redaction in DealCentre. |
Reporting & Analytics
Gain valuable insights about your deal with the reporting and analytics tools available in DealCentre AI.
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Activity Log Reporting Learn how to access and generate an activity log report in DealCentre AI. |
Buyer Activity Reporting Get insights about buyer's interest within your deal with the buyer activity report. |
Dashboard Analytics Discover how dashboards provide meaningful visualizations about your deal's progress. |
Go live with a deal
Watch this walkthrough and confirm you have completed all necessary steps before going live with your deal. View the full article.
Q&A
Q&A is only available after a deal is live, and members of the deal team or third-party groups can set up Q&A workflows for buyers to ask questions. Refer to the videos below to learn how to use Q&A in DealCentre AI.
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Overview of Q&A Explore the functionality of the Q&A feature within DealCentre AI.
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Configure Q&A Watch this tutorial to see how to set up and configure Q&A for your deal after it is live.
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Q&A Administrator Overview Watch this video for a walkthrough of the Q&A administrator role within DealCentre AI. |
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Q&A SME Overview Watch this video for a walkthrough of the subject matter expert role within DealCentre AI.
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Market your deal
Check out the videos below to learn how DealMarketing is fully integrated within your deal lifecycle.
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Manage Contacts Watch this video to see how to manage external contacts for the DealMarketing area. |
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Internal Documents for DealMarketing Learn how to use the internal documents area to market a deal.
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Market Your Deal Watch this video to learn the workflow for creating outreach emails for DealMarketing. |
Archive and/or close a deal
Archives can be ordered and purchased for digital download or as a physical drive. Watch the videos below to see how to order an archive or close a deal.
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Archive a Deal Learn how to archive a deal within DealCentre AI.
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Close a Deal Watch this walkthrough to see how to close a deal in DealCentre AI.
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