Getting started
Registering with Ideals and setting up your project
13 articles
Corporate account
Subscription details and billing, projects, participants, and usage overview – all in one place
6 articles
Projects
Project configuration, documents management, participants and permissions setup, Q&A and reports
87 articles
Troubleshooting
Most common issues that may occur and how to troubleshoot them
9 articles
Billing questions
Most frequently asked questions about subscription, invoices, and payments
8 articles
Desktop and mobile applications
Available applications and their functionalities
5 articles
Staging hub
Articles pertaining to the Staging Hub is a secure, flexible environment designed to help advisory and sell-side teams prepare for deal transactions with ease.
3 articles
Working with Ideals USB drives
Step-by-step guides on how to decrypt project contents from an encrypted USB drive
4 articles