Key steps:

• Select the “Q&A” bar in the project’s and data room’s tab bar.
• Select the steps for question and answer
• Click on “Save and continue configuration”
• Step 1 – Create and link teams: Drag and drop the desired users (groups) onto the question and answer side.
• Step 2 – Assign index points:  Assign the index points to the answer team under point 2 by dragging and dropping them onto the index points.
• Step 3 – Edit settings:  Make settings for the teams, such as access and exclusion date, question limit, and visibility within the team.
• Also define on the answer page who can see questions and questioners and who can create FAQs.
• Save the configuration.
• Click on “Activate” to start the Q&A.

Precautionary measures:

• Once the Q&A has been activated, the basic steps can no longer be changed.
• Make sure that the assignment of teams to index points is done correctly.
  
  

Tips for efficiency:

• Drag teams flexibly to the question or answer sides.
• The team settings can be edited at any time and additional users can be added.
• Use the option to create FAQs to answer recurring questions.