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Firmex’s Q&A module allows you to ask questions relating to a deal within the data room.
When a Project Administrator has added you to Q&A, you'll see a new tab titled "Q&A". You can
either add questions through the Q&A tab or through the Documents tab while reviewing the
project’s contents.
Ask a Question
You will either be assigned a role of Question Author or Question Coordinator.
- Question Authors can draft questions, but cannot submit questions to the Answer Side.
- Question Coordinators can draft questions, as well as review drafted questions to be submitted to the Answer Side.
Ask a question from the Documents tab
From the Documents tab, you can ask questions that reference a specific directory,
subfolder, or document. Select the drop-down menu next to the item you are referencing
and select Add Question.
Ask a question from the Q&A tab
From the Q&A tab you can ask general questions, or reference a piece of content. Click the Add button to draft a new question.
Reopening a Question
You can reopen a question that has already been answered to ask for clarification or more details while keeping a record of the original question.
From the Q&A tab, simply select an Answer, and then the Reopen button. The Activity Feed provides a timestamped history of your conversation to give you the complete context surrounding the original question.