Fall & Winter 2022 R9-R12 Releases 3

• Fall Winter 2022 R9 - R12 Release Notes
• Winter-Spring Release Notes
• User Dictionary

Fall 2022 1

• Summer 2022 Release Notes

Summer 2022 Release 1

• Devensoft Spring Release 2022

Winter - Spring 2022.R4 - R7 Releases 0

Winter 2022 R1 Release 1

• Winter 2022 Release Notes 22.1

Winter 2021.R3.4 Release 1

• Release Notes Winter 2021 R3.4

Summer 2021.R2 Release 1

• Summer 2021.R2 Release

Fall 2021.R3 Release 2

• Fall 2021.R3 Release Notes
• Fall 2021.R3.2

Spring 2021.R1 Release 1

• Spring 2021.R1 Release

Webinar 3

• Managing Integration Workplans
• Winter 2020 Product Release
• Administration Best Practices

Dashboards 3

• Team Lead Dashboard
• Program Dashboard Overview
• Team Lead vs. Extended Team Dashboards

Getting Started 6

• Basics of Devensoft M&A
• Introduction to Devensoft M&A - Transact (Target)
• Overview of Targets
• How Do I Add or Edit a Target?
• Why is the 'Deal Lead' Field Required?

View all 6

Summary 6

• Cloning a Target
• How Does the "Copy to Program" Feature Work?
• How is the Gate Approval Field Used in the Deal Summary Section?
• How Do I Restrict Pipeline Visibility Using the Business Unit Field?
• Is the US State Field Dependent on the Country Field?

View all 6

Notes 2

• Adding Notes to Targets
• Deleting Notes from Targets

Documents 9

• About Target Documents
• Editing a Document
• Modifying Document Revisions
• Deleting a Document
• Creating Folders in Targets

View all 9

Activity Map 6

• About the Activity Map
• Activity Map Features Overview
• Filtering Within a Target
• Bulk Edit Feature
• Using the Gantt Chart

View all 6

Exporting Data 1

• Exporting Data From A Target

Importing Data 3

• Importing a Target Playbook
• Importing Targets the First Time
• Target Import Checklist

NDA 1

• NDA Lifecycle

Financials 5

• [HowTo] Create a Financial
• [HowTo] Edit a Financial
• [HowTo] Export a Financial
• Where Do I Change Currencies?
• How Do I Import Financials?

Projects 3

• About Projects
• Filtering a Project
• Deleting a Project from a Target

Workstreams 3

• Creating a Workstream in a Target
• Deleting a Workstream
• Filtering a Workstream

Milestones 3

• Creating a Milestone
• Deleting a Milestone
• About Milestones

Tasks 2

• Copying Planned Dates to Forecast Dates
• Creating Tasks in Targets

SubTasks 1

• Creating SubTasks in Targets

Issues 2

• Exporting Issues
• Importing Issues

Risks 4

• [HowTo] Create a Risk in Programs and Targets
• Exporting Risks
• Importing Risks
• How is Probability Calculated Within a Risk?

Findings 1

• Creating and Editing a Finding

Critical Request 0

Stream 2

• Why Doesn't My Email Appear in Stream?
• How Do I Share an Activity Stream Email?

Score Ranking 1

• Score Ranking Overview

Team 2

• Why Do I Need to Link Team Members?
• How Do I Remove a Person from a Target?

General 1

• [HowTo] Link Additional Phases to a Target

To-Do's 1

• To-Do's - Creating, Managing and Responding

Getting Started 5

• Basics of Devensoft M&A
• Introduction to Devensoft M&A - Program
• How does the timeframe field work?
• What is the Difference Between a Program & a Project?
• What is the Purpose of the Audit field in the Detail Window?

Summary 1

• Cloning an Integration

Notes 4

• Adding a Note to a Program
• Deleting a Note From a Pro
• What is the Difference Between a Recent Note and Notes?
• In the Notes Detail Window, What Does Current Status and Status Trend Mean?

Documents 10

• About Program Documents
• Checking Out/In Documents (Editing Documents)
• Adding Documents
• Modifying Document Revisions
• Deleting Documents

View all 10

Activity Map 22

• Redesigned Activity Map
• Activity Map Features Overview
• What is the difference between Owner & Responsible Fields?
• Filtering Within a Program
• Using the Gantt Chart

View all 22

Exporting Data 4

• Exporting Data from an Integration
• Exporting Financials
• Exporting Data Using the Filtering
• Exporting Integration Playbook

Importing Data 1

• Importing an Integration Playbook

Financials 0

Workstreams 4

• Creating Workstreams
• Deleting a Workstream
• Filtering a Workstream
• Creating Permissions for a Workstream

Milestones 4

• Creating a Milestone
• Copying a Milestone
• Deleting a Milestone
• About Milestones

Tasks 1

• Copying Planned Dates to Forecast Dates

Subtasks 0

Issues 4

• Overview of Issues
• Exporting Issues
• Importing Issues
• What is the purpose of Lessons Learned and Major Issues checkboxes?

Risks 4

• Exporting Risks
• Importing Risks
• Overview of Risks
• How is Probability Calculated Within a Risk?

Decisions 0

Stream 2

• Why Doesn't My Email Appear in Stream?
• How Do I Share an Activity Stream Email?

Team 2

• How Do I Remove a Person from an Integration?
• What is the purpose of the link/unlink button in the Team tab?

Reports 0

Settings 0

Projects 5

• About Projects
• Filtering a Project
• Deleting a Project
• Copying a Project
• Program versus Project

Contacts 6

• Contacts Overview
• Importing MS Outlook Contacts
• How Do I Link a User or a Contact to a Deal?
• "Affiliation" Error During Contacts Import
• How Do I Export Contacts?

View all 6

Playbook 6

• [FAQ] What is a Playbook?
• Exporting a Target Playbook
• Importing a Target Playbook
• How Do I Remove Owners From a Package?
• Can I Delete Old Playbooks and Packages?

View all 6

Administration Menu 4

• How Do I Add Custom Properties to Analytics Reports?
• Role Administration Guide
• How Do I Create Custom Fields/Properties?
• What Are Key Tips In Using the Excel Export & Importing Feature?

Security 7

• What is a Contact?
• How do I Set Permissions for a Document?
• How do I receive a new password?
• [HowTo] Create a New Contact
• [How To] Restrict Access By User Role

View all 7

Permissions 3

• Exporting Permissions From One Integration to Another
• Role Examples and Permissions
• How Come I Am Unable to See Folders in my Target or Integration?

Dictionaries 2

• How Do I Update Pick Lists?
• Can Existing Drop-Down Menus Field Characteristics Be Changed?

Templates 3

• Importing Targets
• Notification Management
• Importing Users via the User Template

Clear Trash Bin 2

• How does the 'Clear Trash Bin' feature work?
• How Does the Administrator Permanently Delete Documents

Application Settings 3

• How Do You Change the Decimal Placement?
• Can the Company Logo be Automatically Resized?
• How Do I Update the Currency Exchange Rates?

Due Diligence 4

• How Many Due Diligence Playbooks Can I Create?
• How Do I Add New Due Diligence Requests After Questions Have Been Sent to the Seller?
• How Do I Create Internal & External Due Diligence Permissions?
• Due Diligence Enhancements User Guide

Internal - Devensoft User 1

• How Do I Block the External User's Access From the Target Portal?

External - Seller/Vendor 1

• Can External Users Save Responses as a Draft?

Reports 7

• [HowTo] Edit the Operational Reports
• What Report Best Displays Activities and % Complete?
• In the Executive Status Report, where are the Current Status & Trend values derived from?
• Where Can I Find all RAID Items for a Program?
• How does the criticality filed work?

View all 7

Analytics 1

• Where Can I Find a List of Dataset Definitions?

FAQ & Tips 12

• What is Stream?
• [FAQ] How Do Dates Work in Devensoft M&A
• How To Clear the Trash Bin
• How To Add Countries
• [FAQ] Are tags pre-populated?

View all 12

Release Notes 4

• v20 R0 Integrate + Release Notes
• Winter 2020 Release
• Winter 2020.R3 Release
• Spring 2021.R0 Release

Feature Guides 6

• Integration Request Updates User Guide
• Financial Module User Guide
• Due Diligence User Guide - 22.6
• Multi-Factor Authentication Guide
• Dependency Guide

View all 6

Administrator Guides 1

• Administrators Guide

Administration 6

• Roles Overview
• Access Level Overview
• Create a Role
• How to Create a User
• Welcome Email Template

View all 6

Target 1

• How to Create a Target

Integration 2

• How to Create an Integration
• Team Lead Dashboard

Due Diligence 2

• Target Portal Overview
• Diligence Enhancements Spring 2021

Legal Compliance 1

• NDA Lifecycle

General Questions 1

• What Browsers Work Best in Devensoft?