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Help Center
Administration
Home
Dashboards
Administration
Glossary of Terms
User Administration
Role Administration
Application Settings
Notification Management
Custom Properties
Storage
Dictionaries
Security
Permissions
Import and Export
Adminstration Videos
Types of Administrators
Targets
Getting Started
Summary
Workstreams
Team
Financials
Risks
Documents
To-Do's
Activity Map
Importing Data
Milestones
Issues
SubTasks
Stream
Notes
Findings
Exporting Data
Tasks
Score Ranking
NDA
Projects
General
Due Diligence
Due Diligence
External - Seller/Vendor
Internal - Devensoft User
Programs
Getting Started
Workstreams
Documents
Issues
Projects
Notes
Tasks
Summary
Stream
Risks
Milestones
Exporting Data
Importing Data
Team
Activity Map
Contacts
Contacts
Playbook
Playbook
Reports and Analytics
Reports
Devensoft M&A Videos
Due Diligence
Administration
Legal Compliance
Target
Integration
What's New
Spring 2021.R1 Release
Summer 2022 Release
Fall 2021.R3 Release
Winter 2021.R3.4 Release
Summer 2021.R2 Release
Winter 2022 R1 Release
Supplemental Materials
Feature Guides
FAQ & Tips
Release Notes
Webinars
Webinar
Help
General Questions
Packages
Package
Administration
Glossary of Terms
Devensoft's Glossary of Terms, Settings and Datasets
User Administration
When I create a new user, why is my information prepopulated?
Administrators Guide
Role Administration
Role Administration Guide
Application Settings
How Do I Update the Currency Exchange Rates?
Can the Company Logo be Automatically Resized?
How Do You Change the Decimal Placement?
Notification Management
What Are the Descriptions of the Email Notifications that Devensoft Sends Out?
Custom Properties
How Do I Create Custom Fields/Properties?
How Do I Add Custom Properties to Analytics Reports?
How Are Custom Properties Added to Operational Reports?
Storage
How Does the Administrator Permanently Delete Documents
How does the 'Clear Trash Bin' feature work?
Dictionaries
Can Existing Drop-Down Menus Field Characteristics Be Changed?
How Do I Update Pick Lists?
How Do I Add a Functional Team?
Security
How to Delete a Contact
How do I Set Permissions for a Document?
What is a Contact?
Access Levels and Roles
How do I receive a new password?
How to Restrict Access by User Role
See more
Permissions
Role Examples and Permissions
How Come I Am Unable to See Folders in my Target or Integration?
Exporting Permissions From One Integration to Another
Import and Export
Importing Users via the User Template
Importing Targets
What Are Key Tips In Using the Excel Export & Importing Feature?
Adminstration Videos
Administering Devensoft
Types of Administrators
Super Admins vs. Business Unit Admins
