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This Q&A functionality is available in the data rooms created after September 8, 2022 according to the subscription plan. Learn about old Q&A settings

There are various filtering and sorting options available in the Q&A section: hot-filter tabs, sorting, search, and advanced filtering.

The questions are automatically grouped in the so-called hot-filter tabs for quick navigation. Below you may find a summary of the available Q&A tabs based on the user’s Q&A role.

Question drafter and Question submitter

Hot-filter tab	Contents
All	All question threads which are available to the current user
Created by me	Questions created by the current user
Drafted	Proposed questions drafts that haven't been submitted yet
Submitted	Submitted questions to the answer side
Answered	Questions to which the answer side already provided answers
FAQ	All FAQ

Answer coordinator

Hot-filter tab	Contents
All	All question threads, except for the questions that haven't been submitted by the question side yet.
Action required	Question threads that require an action from the coordinator: Submitted questions that are not assigned to any expert. Answers proposed by experts for review and submission. Rejected answers. * Available if the Expert and/or the Answer approver role is enabled.
Assigned to expert	Question threads that are currently assigned to experts and awaiting their reply. * Available if the Expert role is enabled.
Unanswered	Question threads, answers to which haven’t been submitted to the question side yet: Submitted questions with no experts assigned. Questions assigned to experts and awaiting their reply. Threads with the proposed answer from experts that are awaiting submission. Threads with the answers awaiting approval.
Answered	Questions to which the answer side already provided answers
FAQ	All FAQ

Expert

Hot-filter tab	Contents
All	All question threads which are available to the current user
Unanswered	Questions that are assigned to the current user and require the answer
Answered	Questions that have a proposed answer and are assigned to the current user

Answer approver

Hot-filter tab	Contents
All	All question threads which are available to the current user
Awaiting approval	Threads with new submitted answers that require approval
Approved	Threads with approved answers that were submitted to the question side
Rejected	Threads, the answers to which are rejected and still haven’t been submitted to the question side

In each hot-filter tab, users can sort the questions by:

Unread
Last updated
Created
Status
Priority
Question team

By default, all questions are sorted by Unread threads that always come first. Each sorting option can be adjusted in ascending or descending order according to your preference.

In addition to the above quick filters and sorting options, users can search for any question thread in the Search field by keywords and/or apply advanced filters:

Last updated: threads that have any changes within the selected period.
Created: questions created within the selected period.
Category: threads with the selected category (available if categories are created in the data room).
Status: questions with the selected status (statuses depend on the user’s Q&A role).
Priority: questions with the selected priority.
Author: the person who created the question. Additionally grouped by the question teams for answer coordinators.
Assignee: experts assigned to the question (available only to answer coordinators and experts if the Expert role is enabled).

Note: If the Answer coordinator imports questions on behalf of the question team, their name will appear in the list of authors under this question team.

You can reset all applied filters by clicking on the cross sign next to the search field or open advanced filtering options and add/remove specific parameters.

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