Q&A

Initial Q&A setup

Get an overview of the setup process and Q&A activation for your project

Written by Lily
Updated over a week ago

Available Q&A roles

Available roles in the Q&A workflow and what are their capabilities

Written by Lily
Updated over a week ago

Q&A settings

How to change workflow settings, assign users to Q&A roles, set the team question limits, and create question categories

Written by Lily
Updated over a week ago

Creating new question teams

How to create a new question team, assign users to available Q&A roles, and set the question limit for the team

Written by Lily
Updated over a week ago

Changing user's Q&A role

How to change the Q&A roles for users and available options; what happens with questions if the user’s access is changed

Written by Lily
Updated over a week ago

Team question limits

How to limit the number of questions asked by the specific question team; available settings and how it works

Written by Lily
Updated over a week ago

Question categories

How to create and update question categories; how it affects the Q&A workflow depending on settings

Written by Lily
Updated over a week ago

Creating a question

How to create a new question; who can create and submit questions; how to link questions and data room documents

Written by Lily
Updated over a week ago

Submitting proposed questions

How to submit question drafts to the answer side in bulk or a single one

Written by Lily
Updated over a week ago

Assigning questions to experts

How to assign and reassign questions to the selected experts; auto-assign and manual assign of questions

Written by Lily
Updated over a week ago

Importing questions

How to import questions in bulk on behalf of the question team and who can do it

Written by Lily
Updated over a week ago

Follow-up questions

How to send a follow-up question in the thread; who and when can do it

Written by Lily
Updated over a week ago

Answering questions

Available answer options depending on the Q&A role

Written by Lily
Updated over a week ago

Approving and rejecting answers

Learn about the flow of rejecting and approving submitted answers from the point of view of the Answer approver

Written by Lily
Updated over a week ago

Creating FAQ

How to add frequently asked questions in the Q&A; who can create and see it

Written by Lily
Updated over a week ago

Closing and reopening questions

How to close the question or change its status back to the discussion

Written by Lily
Updated over a week ago

Deleting questions

How to delete the question and who can do it

Written by Lily
Updated over a week ago

Exporting questions

How to download the Q&A discussions report

Written by Lily
Updated over a week ago

Editing rejected answer

How to edit the rejected answer and who can do it

Written by Lily
Updated over a week ago

Editing submitted answer

How to edit a submitted answer and who can do it

Written by Lily
Updated over a week ago

Navigation in Q&A

Available hot-filters based on the Q&A role; search and sorting options

Written by Lily
Updated over a week ago

Q&A notifications

How to enable or disable Q&A notifications, and what kind of notifications are sent out

Written by Lily
Updated over a week ago