Tutorial Preferences Doccly 101

If you are an administrator for your service provider, then your next step is to complete your preferences. Your operator and viewer colleagues can view this information but they will not be able to edit it. To get there, click on your profile picture in the bottom left-hand corner and then on the Preferences item in the menu.

If you are an operator or a viewer for your service provider, you can safely skip this step. All you need to know is that Preferences is the home for the information you may need to know about your own service provider. This will also be the page you visit if you would like to communicate with your colleagues on the platform using the Activity feed.

General

You will begin in the General tab. You can see which tab you are on immediately underneath your service provider's title at the top of your screen. The General tab is where your service provider's information belongs. Complete the General Information, which will be publicly displayed. Upload a logo for your service provider. Lastly, complete Legal Information, which will not be shared without your permission. Hit save, and you are ready to move on!

Users

Next up in Preferences is the users tab, click on Users underneath the title of your service provider to navigate there. Here, you can add users to your service provider. Invite your colleagues using their email addresses and select what their permissions should be. They will receive an invite link in their inbox, which they can follow to accept the invitation and register their account.

From this view, you will be able to see who you have invited and what their status is. If you need to suspend or remove a user, this is where you will be able to do that.

Panel

Last but not least is the panel tab. To get there, click on the Panel tab underneath your organization's name in the top center of your screen. This is where you will control which organizations are on your panel. Send invites to the organizations that you work with at the top of the page. They will receive an invite in their inbox, and after following the link, they will be able to register their free account.

You also have a comprehensive view of the organizations on your panel from this page, and what functions they serve. You can suspend or remove panelists from here if you need to, just click on the menu icon on the top right-hand side of their card.

Get in touch

Once you have completed all your information here, you will be ready to open your first Deal Room. This is the most exciting step of all!

If you have any questions or would like some help setting up, send us an email and our team will be happy to help.

If you are not yet on the platform and would like to join or learn more, get in touch!