User Guides
Next Gen: Management Guide
Next Gen: User Guide
User Guides
Management Guides
Training Videos
Training Videos
Frequently Asked Questions
Terms and Conditions
Privacy & Security Policy
General Questions
- What is SmartRoom?
- Is there an online help function?
- What Functionality Does SmartRoom Provide?
- How secure is SmartRoom?
- How can I be assured that my e-mail address or other information isn’t going to be sold to spammers?
- What information about me do you keep on file? Who owns that, what else do they do with it?
Accounts and Passwords
- I forgot my password. What do I do?
- I received an invitation with username & password, but I’m getting an error message when I try to login. Why?
- How many times can I change my password?
- Can someone else log in with my username and password on another computer? Could this be traced somehow?
- It appears I'm inactive on the system. What happened?
- Can I log in with my username and password on another computer?
Accessing a SmartRoom
- Why do I need to keep accepting the confidentiality agreement every time I go to the deal I was invited to?
- I haven't received any emails, and I was supposed to be invited to a deal. What’s wrong?
- I don't see the deal I was invited to, or was supposed to be invited to. Why not?
- When I try to access my deal list the system prompts me to login each time. Is this necessary?
- If I have multiple deals, can I use the same password for all of them?
- How do I get to the documents?
SmartRoom Management
Technical Questions
- I can’t access the URL from my email invitation. Why not?
- I see a window trying to "popup" on my browser. Do 'pop-up blockers' affect the SmartRoom documents?
- HOW TO RESET THE “Do you want to open or save this file?”
- How do I install your PDF Viewer?
- How to retrieve the Java Console for troubleshooting purposes
Frequently Asked Questions - NextGen
SmartRoom Management
- How can I check to see if I created security profile correctly?
- When creating security profiles, what is the difference between the “Given” vs “Effective” column?
- When creating security profiles, what is the difference between the circle and a circle with a point at the bottom?
- Can I share files in the SmartRoom to non-SmartRoom Users?
- How can I inform members of the SmartRoom of new documents?
- Can I invite multiple Users at once?