Email Alerts

File Upload Alerts and Deal Digest Alerts are the two types of email alerts that can be pushed to your inbox. These give you updates on file uploads and user analytics respectively so you can stay informed on the happenings of your deal.

File Upload and Deal Digest Alerts

File Upload alerts inform the User at a set time which files have been uploaded since the last notice period. This allows you to keep track of the documents in your Data Room.

Deal Digest alerts are analytics reports pushed to your inbox that detail which files and folders are being accessed the most, recent and total account activity, and more. This allows you to stay actively informed on who the most engaged Users and Accounts in your Data Room are.

Who can Receive Email Alerts

File Upload alerts can be set for every User in a Data Room through the Manage Users tab. Deal Digest alerts can only be sent to Admins or users with the ability to Manage Users & Settings. The times and frequency at which the alerts are sent to Users can be managed through the Manage Users tab.

How do I Change my Email Alerts

There are two ways to edit your email alerts:

I. Edit my Alerts through My Data Rooms or My Sets:

1. Go to the My Data Rooms or My Sets page in the Deal Manager Portal
2. Click on your Deal's email alerts under the Email Alerts column
3. You will see the Edit Email Alerts screen appear with the ability to edit your email alerts to None, Real Time (File Upload Alerts only), Daily at a specified time, or Weekly at a specified time.
4. Edit your email alerts and press Save

II. Edit my Alerts through Manage Users tab:

To edit your email alerts or another User(s) alerts, you must first be an Admin of the Data Room or have the ability to Manage Users & Settings. If you have these permissions:

1. Go to the Manage Users & Settings tab
2. Go to Manage Users
3. Click on the email alerts under the Email Alerts column for the desired User
4. You will be see the Edit Email Alerts screen appear with the ability to edit your email alerts to None, Real Time, Daily at a specified time, or Weekly at a specified time.
5. If you are an Admin or have the ability to Manage Users & Settings, you will also see the Deal Digest (or InvestorSet Digest) tab where you can edit your digest alerts to None, Daily at a specified time, or Weekly at a specified time.

Deal Roadshow Digest Alerts

To receive Deal Digest Alerts from Deal Roadshow, you must be a Deal Manager for the Roadshow. As a Deal Manager on a roadshow:

1. Go to the Roadshow Settings by clicking on the Settings icon under Exp Date in the My Roadshows page
2. Click on the email alerts under the Email Deal Digest At column in the Deal Managers section
3. You will see the ability to check times in the AM/PM to receive your digests at