RealNex Knowledge Base

    Deal Room - Getting Started

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    Title Category Length Format Date
    Introduction to the Virtual Deal Room Getting Started 38:00 Video 04/2017
    Create a Virtual Deal Room Getting Started 4:07 Video 04/2017
    Virtual Deal Room General Settings Getting Started 1:52 Video 04/2017
    How to Add or Edit a Participant Getting Started 2:46 Video 04/2017
    How to Create a Client View Getting Started 3:15 Video 04/2017
    Uploading and Managing Documents Getting Started 2:36 Video 04/2017
    Tracking Participant or Document Activity Getting Started 2:12 Video 04/2017
    Setting Signature Requirements & Timelines Getting Started 3:21 Video 04/2017
    Exporting Data to Excel Getting Started 1:45 Video 04/2017

     

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