Help Center | How to set up a DocsCube Deal Room?

How to set up a DocsCube Deal Room?

Nikola

Last Update 10 months ago

DocsCube Deal Rooms offer a simplified approach to creating a digital space where businesses and clients can interact seamlessly. The ‘Quick Create’ dialog facilitates the setup process, making it accessible for businesses of any size to implement a functional and effective client portal.

STEP 1: Start

Navigate to the ‘Deal Rooms’ main menu item and click on the ‘Quick Create’ button. The intuitive interface will guide you through the initial steps.

‘Quick Create’ Button

STEP 2: Template Selection

Utilize the ‘Quick Create’ dialog to choose a template that aligns with your project’s requirements. DocsCube offers a variety of templates designed to cater to different business needs, making it simple to find one that fits your vision. Alternatively, you have the option to start from scratch, providing a blank canvas to build a client portal from the ground up.

STEP 3: Customization

Navigate through the available sections on the side panel to add essential components to your Deal Room. This is your opportunity to shape the portal according to your business identity and client needs. From document uploads to task assignments, each section adds a layer of functionality and engagement to your portal.

STEP 4: Launch

Once you’re satisfied with the design and structure, clicking the ‘Create Deal Room’ button will redirect you to the Preview screen. It’s important to remember that this step is not final—you can always return to edit mode to add or adjust tasks, documents, and forms.

STEP 5: Review and Refine

You’ll be directed to a preview tab where you can see your Deal Room in action. This is the perfect time to make any tweaks or additions, ensuring that every element aligns with your goals.

STEP 6: Setup Completed

Once you are happy with your setup, it is time to share the portal with your client. Go to the top right corner and click on the ‘Share’ button.

STEP 7: Sharing Your Deal Room

With your Deal Room ready to go, it’s crucial to share it with your clients. DocsCube provides flexible sharing options, from direct invites to creating a public link. This ensures that your portal is accessible to your intended audience in a manner that suits your business model.

Invite People

To invite people directly to your Deal Room, you can send personalized invitations through email, ensuring a selective and secure access.

Use Public Link

For broader access, creating a public link allows you to share your Deal Room with a wider audience, making it easily accessible with a single click.

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