Alerts
User Roles, Groups, and Permissions
- Summary of User Roles and Group Permissions
- Add New Users
- Removing Users
- Create a Workspace Group
- Project Level Permissions
- Adding Groups to Projects
Pipeline
- Getting Started with Pipeline+
- Allowing Emails from Midaxo+
- Glossary
- Navigate the Pipeline
- Delete or Archive a Project
- Add New Project(s)
Tasks
- Getting Started with Deal+
- Task Overview
- Upload Task Documents (Deal+)
- Download a Document (Deal+)
- Midaxo+ Q&A Function
- How to Copy Tasks from One Project into Another
Just Migrated? Start Here
Configuring the Platform
Document Management
Data Room/VDR
Touch Points (formerly CRM)
- Set Up Midaxo/Outlook Plug-In
- Log an Email with the Midaxo/Outlook Plug-in
- Log an Email in Touch Points
- Touch Points Notifications
- Add a Contact
- Add a Tag to a CRM entry
Slides
- Create a Slide
- Slides: Elements
- Creating a Project Table
- Creating a Project View Report (Single Project)
- Slides: Charts
- Slides: Applying Multiple Filters