Knowledge base

Put the record
to work.

Step-by-step product guidance and practical reference material, imported directly from the Tallystone help centre.

Add new documents to your data room

You can easily add workflow documents to your data room or manually upload external documents too

If you're wanting a best in class setup of your historical information, follow our advanced onboarding procedure.

You can easily modify folders and indexes on your data room

Inviting someone to your data room is super easy!

Push your data room live!

Step-by-step guide on sending out a single document to be signed.

An Activity Log is a powerful tool for your data room