Required Permissions: Manager

✅ What You Can Do

As a Manager, you can manage bidder questions directly in the data room:

✅ Reply to questions

✅ Change status

✅ Tag & attach files

✅ Mark as FAQ

✅ Edit or delete

🔧 Enabling Q&A

If Q&A is not already enabled in your site, you will need to add it into the current site pages.

1. Click the gear icon (⚙️) → Customize Site.

2. Drag Q&A from "Available site pages" to "Current site pages".
3. Click " OK " to save changes.

4. To navigate to the Q&A page, simply click on the ‘Q&A’ tab, now visible to managers and members of bidder groups.

1. Once here as Admin/Manager, you will need to set up the bidder groups and Q&A admins so begin by clicking ‘Configure’

2. Now click on on the left side of your screen " QA Admins " , this will then populate " Members QA Admins " on the right side of your screen.****
3. Use the 👤 icon in the members box to search and add yourself and other admins

🔧 Create Bidder Groups

1. Click ➕ on the Bidder Groups box
2. Name your group and " Save "
3. Now click on the group you just created and add members to it
4. Click " Add Ask " next to each member to allow them to ask/answer within their group

🗂️ Additional Settings

• Categories: Organize questions and make category selection required
• Default Assignee: Choose a QA Admin to receive new questions
• QA Answer Drafters: Can draft replies that require QA Admin approval
• FAQs: Mark important questions as FAQs

✍️ Creating Questions

Managers and bidder group members can click Ask Question on the Q&A page.

They can:

• Add a title, details, and attachments
• Tag the question
• Assign to a group or admin (managers only)

📎 Attachments can be linked from any accessible file

📍 Previewing a file will show which questions are linked to it

🛎️ All bidder group members will be notified via their activity stream when a new question is asked.

🔔 Notifications & FAQs

See full details about Q&A notifications and FAQs here.

Updated on: 07/07/2025