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Help Center
Targets
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Administration
Glossary of Terms
User Administration
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Notification Management
Custom Properties
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Security
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Import and Export
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Getting Started
Summary
Workstreams
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Due Diligence
External - Seller/Vendor
Internal - Devensoft User
Programs
Getting Started
Workstreams
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Issues
Projects
Notes
Tasks
Summary
Stream
Risks
Milestones
Exporting Data
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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
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Getting Started
Overview of Targets
Purpose of the Audit Field
Basics of Devensoft M&A
Introduction to Devensoft M&A - Transact (Target)
How Do I Add or Edit a Target?
Why is the 'Deal Lead' Field Required?
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Summary
Difference Between 'Target Valuation' and 'Valuation?'
Is the US State Field Dependent on the Country Field?
How Do I Restrict Pipeline Visibility Using the Business Unit Field?
How is the Gate Approval Field Used in the Deal Summary Section?
Cloning a Target
How Does the "Copy to Program" Feature Work?
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Workstreams
How to Delete a Workstream
How to Filter a Workstream
How to Create a Workstream in a Target
Team
How Do I Remove a Person from a Target?
Linking Team Members
Financials
How to edit a financial
Where Do I Change Currencies?
[HowTo] Create a Financial
How Do I Import Financials?
How to Export a Financial
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Risks
How is Probability Calculated Within a Risk?
How to Create a Risk in Integrations and Targets
Target: Export Risk
Importing Risks
Documents
How to Delete a Document in Targets
What is the Document Storage Capacity?
About Target Documents
How to Create a New folder in Targets
How to Modify Document Revisions
How do you link a SharePoint document?
How to View Files and Folders in Targets
How to Edit a Document In Targets
Linking Documents in a Target
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To-Do's
To-Do's - Creating, Managing and Responding
Activity Map
Bulk Edit Feature
Using the Gantt Chart
Activity Map Features Overview
About the Activity Map
How Do I Filter Within a Target
Delete an Activity
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Importing Data
Target Import Checklist
Importing a Target Playbook
Importing Targets
Milestones
How to Delete a Milestone in Targets
How to Create a Milestone in Integrations and Targets
About Milestones
Issues
Importing Issues
Export Issues in Targets
SubTasks
Creating SubTasks in Targets
Stream
Why Doesn't My Email Appear in Stream?
How Do I Share an Activity Stream Email?
Notes
How Do I Add a Note To A Target
How Do I Delete a Note from a Target
Findings
How to Create a Finding in Targets
Exporting Data
Exporting Data From a Target
Tasks
How to Copy Planned to Forecast in Targets
How to Create Tasks in Integrations and Targets
Score Ranking
Score Ranking Overview
NDA
NDA Lifecycle
Projects
How To Filter a Project
How to Delete a Project
About Projects in Targets
General
How to link additional phases to a target/integration
