This article explains how to ask a question in the Data Room for both Question Submitters and Question Drafters. While the steps are mostly the same, the final step differs slightly depending on your role.
You ask questions to request clarification, additional information or supporting documents from the sell side.
To ask a question, use one of the following options:
Ask question from the Documents Section
1. Navigate to the Q&A section.
2. Select the box of one of the folders or documents and click on the Ask question button.
3. Type your question. If you are a Question Submitter, you can submit it directly to the answer side. If you are a Question Drafter, assign it to a Question Submitter. You can also save the question as a draft if you'd like to continue working on it later.
Note: Be aware that after submitting a question, it can no longer be changed or deleted.
Ask question from the document you are viewing
1. Navigate to the Q&A section.
2. Open the document in the Document Viewer.
3. Click on the Ask question button in the document viewer.
4. After clicking on the icon, the screen will split. The document can now be viewed on the left, while the question can be formulated on the right side of the screen.
5. Type your question. If you are a Question Submitter, you can submit it directly to the answer side. If you are a Question Drafter, assign it to a Question Submitter. You can also save the question as a draft if you'd like to continue working on it later.
Note: Be aware that after submitting a question it can no longer be changed or deleted.
Ask question from the Q&A section
1. Navigate to the Q&A section.
2. Click on Ask question.
3. Type your question in the question dialogue and select a reference. A reference can be a document or folder. Visit Question reference to learn more about it.
4. Type your question. If you are a Question Submitter, you can submit it directly to the answer side. If you are a Question Drafter, assign it to a Question Submitter. You can also save the question as a draft if you'd like to continue working on it later.
Note: Be aware that after submitting a question it can no longer be changed or deleted.
Ask questions using the Import your questions feature
If you want to create multiple questions at the same time, you can use Import questions.
1. Navigate to the Q&A section.
2. Click on the three dots and on Import questions.
3. Follow the steps and import the Excel sheet back to the Data Room. After importing your questions, there is one final step.
4. Select all the questions. If you are a Question Submitter, you can submit it directly to the answer side. If you are a Question Drafter, assign it to a Question Submitter. You can also save the question as a draft if you'd like to continue working on it later.
If you want to learn more about this feature, visit Ask multiple questions.
Note: Be aware that after submitting a question it can no longer be changed or deleted.
- Question Drafters can assign multiple questions at the same time. Visit Assign multiple questions at once to learn how to perform this action.
- Question Submitters can submit multiple questions at the same time. Visit Submit multiple questions at once to learn how to perform this action.