To set up Q&A
From your project's Settings tab, select Q&A Setup.
Choosing an initial workflow
Firmex has set up three default Q&A workflows in order to save you time when setting up Q&A. These defaults change some of the settings and terminology in Q&A, but each can be customized. Choose one of these templates to get started:
For managing questions and answers for M&A due diligence, with one or more potential buyer groups, and when answers do not require a separate approval step.
- M&A w/ Approver
For managing questions and answers for M&A due diligence, with one or more potential buyer groups, and with answers requiring a separate approval step.
For managing an RFP/RFI or procurement process, including the sharing of documents and managing questions from one or more potential vendors. The default language is changed from “buyer” to “vendor”. By default, all submitted answers are shared with all question groups.
Firmex recommends using "M&A w/ Approver" as the default workflow if you are unsure if you need the additional approval step since you cannot change the initial workflow once the setup is complete.