How To Use The Drooms AI Assistant | Drooms Helpcentre

HELP CENTRE

Drooms Basics

Get started and learn how to use Drooms

Getting Started

Drooms Invitation and User Account Setup

Editing Personal Notifications Settings

Editing Personal Profile Data and Settings

Editing Company and Job Data

Editing Security and Privacy Settings

Editing Communication Preferences

Using Drooms

Welcome to the Drooms Home Page

Navigating Projects With a Single Data Room

Navigating Projects With Multiple Data Rooms

Data Room Index Features

Searching and Filtering Data Rooms

Viewing Documents

Dokumente drucken

Saving and Downloading Documents

Project Details

Translating Documents

Drooms AI Assistant

Using the AI Assistant

FAQ Drooms AI Assistant

Drooms Chat

Signing up for the Drooms Chat

Adding and Managing Contacts

Starting Conversations

Chat functionalities

Sharing Links to Documents or Folders

Using the Q&A

Q&A Introduction

Distribution Role

Schwärzungsmodul

Redacting Documents

Redacting Search Terms

Redacting Terms Matching Sensitive Data Categories

Redacting Selected Document Areas

Batch Redacting Documents

Drooms Administration

Read how to administrate your Drooms projects

Index and Documents

Uploading Documents

Uploading Files and Folders

Uploading Files via Email

Creating Index Points

Creating Folders

Editing Index Points

Copying Index Points

Moving Index Points

Renumbering Index Points

Approving and Rejecting Index Points

Deleting Index Points

Exporting Index Points

Importing Index Points

Transferring Data

Document Processing Status

Permissions

Permissions in Detail

Setting Permissions

Comparing Permissions

Copying Permissions

Exporting Permissions

Importing Permissions

Creating Groups While Setting Permissions

Granting Permissions for Shared Documents

Users and Groups

Managing Groups and Users

Viewing Group and User Status

Creating Groups and Users

Adding Users to Existing Groups

Adding Contacts to Existing Groups

Resending Invitations

Blocking and Unblocking Groups and Users

Editing Groups and Users

Deleting Groups and Users

Sending Messages

Exporting Groups and Users

Project Settings

Project Settings Setup

Requesting Archives

Freezing and Deactivating Data Rooms

Requesting Contract Termination

Q&A Configuration

Q&A Configuration incl. Distribution

Q&A Setup (Advanced)

Q&A Setup (Basic)

Drooms Shop & FLEX

Help and FAQ for managing your Drooms Shop account and Drooms FLEX data rooms

FAQ

About Drooms FLEX

User Registration Drooms FLEX

Billing & Payment Drooms FLEX

Cancellation & Reactivation Drooms FLEX

Data Room Archives Drooms FLEX

Help

Administering Drooms FLEX Data Rooms

Upgrading a Free Trial Data Room to Drooms FLEX

Renaming Drooms FLEX Data Rooms

Adding Drooms FLEX Features

Adding Drooms FLEX User Licenses

Reducing Drooms FLEX User Licenses

Booking Data Room Training

Changing Drooms FLEX Ownership

Reactivating Drooms FLEX Data Rooms

Retrying Failed Drooms FLEX Payments

Requesting Drooms FLEX Data Room Archives

Cancelling Drooms FLEX Data Rooms

Video-Tutorials

Tutorials to enhance your skills. Search through our collection of high-quality educational content.

Using Drooms

How to use the Drooms AI Assistant

Drooms FLEX onboarding – Users

Drooms FLEX onboarding – Admins

How to use the Secure Link

How to use Auto Naming & Auto Allocation

How to upload files and folders

How to translate documents in real time

How to configure your Drooms Q&A

How to configure your data room index

How to set permissions

How to use the Drooms AI Assistant

Forget about shifting through endless pages hoping to find the information you need to complete the deal. The AI Assistant cuts though the noise, delivering instant insights, streamlining transactions, and securing your confidential data. Effortless speed, smarter results with the AI Assistant.

Recommended video tutorials

Drooms FLEX onboarding – Admins

Drooms FLEX onboarding – Users

How to configure your Drooms Q&A

This video will guide you through how to set-up your Q&A easily.

How to set permissions

The Set Permissions tool allows you to configure detailed user or group permissions in your virtual data room, ensuring information security.