Skip to main content
The Q&A functionality is administered on the Q&A page of the Administration Interface. Here you may add and edit categories and pipelines, and set up the rights for each category. The Q&A pipeline is specific to each category and determines how questions in that category are handled. When a new category is set up, the pipeline of the default category is copied to the new category.

​
Categories

Categories are used to separate the various types of questions that may be asked within a data room. When Q&A is set up for a data room, a default category named General is created. This category may be renamed but will remain the default category (i.e. the category a question is assigned to unless another category is explicitly specified). Each category has an individual pipeline which determines who is responsible for the various steps (e.g. accepting questions, drafting answers, confirming answers, etc.). Q&A rights are set by category, allowing you to restrict some categories to only a subset of the data room’s users. Unless rights are specifically set, they are inherited from the default category.

​
Multiple Q&A and branches

The Service supports multiple Q&A instances for a single data room, called Q&A branches. Each Q&A branch is separate from other branches and shares no settings with other branches. They may be used to conduct Q&A with multiple parties inside the same data room with each party having access to their own Q&A branch. See the page on Multiple Q&A for how to set up multiple Q&A branches in a single data room.

​
Further information