Pathways

Take a Pathway to prepare, get ready and stay ready for what's next

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98 articles in this collection
Written by Sam Melrose and Ciara Martin
Getting Started

Pathways

Pathways help determine how prepared a company is for a material event.
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Written by Ciara Martin
Updated over a week ago

Pathways minimum requirements

Get to know browser and system requirements for using Pathways.
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Written by Ciara Martin
Updated over a week ago

First time login to a Pathway

Steps on how to log into Pathway for first time users.
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Written by Ciara Martin
Updated over a week ago

Relogin to a new Pathway

Steps on how to log into Pathways for people that have used Ansarada before and are existing users.
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Written by Ciara Martin
Updated over a week ago

Pathway password reset

If you have forgotten your Ansarada password for Pathways, learn how to reset it.
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Written by Ciara Martin
Updated over a week ago

Pathway invite not received

If you haven't received your Pathways email invite, follow these steps.
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Written by Ciara Martin
Updated over a week ago

Pathway Activity Feed

A new tab in Pathways that shows activity that has happened within the pathway.
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Written by Sam Melrose
Updated over a week ago

Edit Pathways profile

Update your Pathways profile details in a few clicks.
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Written by Ciara Martin
Updated over a week ago

Pathway quiz

Get started and take the Pathway quiz when invited to complete Pathway.
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Written by Ciara Martin
Updated over a week ago

Pathways dashboard

Get to know what everything means on your Pathways dashboard.
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Written by Ciara Martin
Updated over a week ago

Pathways templates

Speed up the process when creating Pathways by creating Pathway templates.
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Written by Ciara Martin
Updated over a week ago

Create Pathway template

Pathway templates allow you to quickly send a new Pathway using a pre populated set of Topics and Requirements.
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Written by Ciara Martin
Updated over a week ago

Import Pathway from spreadsheet

Import your existing Due Diligence checklist
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Written by Sam Melrose
Updated over a week ago

Edit Pathway template

Edit existing Pathway templates to update Topics and Requirements.
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Written by Ciara Martin
Updated over a week ago

Duplicate Pathway template

Duplicate a Pathway template to copy over the same Areas, Topics and Requirements.
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Written by Ciara Martin
Updated over a week ago

Send Pathway template

Create and send a new Pathway using an existing template to another company, someone in the same company or yourself.
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Written by Ciara Martin
Updated over a week ago

Create Pathways Directly From Templates

It is now easier than ever to create a Pathway directly from any Template
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Written by Ciara Martin
Updated over a week ago

Create and send new Pathway

Create and send a new Pathway without using a template to another company, someone in the same company or yourself.
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Written by Ciara Martin
Updated over a week ago

Pathway Due Dates

Due Dates are a fantastic way to start tracking the deliverables for your process.
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Written by Sam Melrose
Updated over a week ago

Edit Pathways

Amend company Pathways to edit Topics and Requirements.
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Written by Ciara Martin
Updated over a week ago

Review Pathways

Update and review Areas and Topics within a Pathway.
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Written by Ciara Martin
Updated over a week ago

Delete Pathway

If a Pathway is no longer needed, the Pathway owner is able to delete it.
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Written by Ciara Martin
Updated over a week ago

Leave Pathway

If people no longer need to access a Pathway that they are collaborating on, they can choose to leave the Pathway.
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Written by Ciara Martin
Updated over a week ago
Areas and Topics

Areas

Areas are located within Pathways. They contain Topics that are to be completed.
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Written by Ciara Martin
Updated over a week ago

Area dashboard

Understand what the Area dashboard within a Pathway is.
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Written by Ciara Martin
Updated over a week ago

Rename Areas

Customize Area names to suit your project.
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Written by Ciara Martin
Updated over a week ago

Create custom Areas

Create a custom Area for a Pathways or Pathway template when creating a custom Topic.
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Written by Ciara Martin
Updated over a week ago

Area visibility

Access can be restricted by Areas in Pathways, People who have access to Areas are able to see all files and Topics related to that Area.
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Written by Ciara Martin
Updated over a week ago

People responsible for Areas

A person responsible for an Area, manages and maintains that Area. They ensure all of the documents are uploaded and on track.
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Written by Ciara Martin
Updated over a week ago

Area Reviewers

Reviewers are responsible for checking the requirements and documents, and verifying Topics. Assign people to review the Pathway Areas.
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Written by Ciara Martin
Updated over a week ago

Topics

Topics are assigned to Areas within a Pathway that are to be completed by companies.
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Written by Ciara Martin
Updated over a week ago

Add Topics to a Pathway template

Add Topics to an existing Pathway template to customize requirements for future Pathways.
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Written by Ciara Martin
Updated over a week ago

Add Topics to a Pathway

Add Topics to an existing company Pathway to customize requirements for your material event.
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Written by Ciara Martin
Updated over a week ago

Create Pathway custom Topic

Create custom Topics to suit the needs of your material event for a particular Pathway.
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Written by Ciara Martin
Updated over a week ago

Create Pathway template custom Topic

Create custom Topics in a Pathway template to suit the needs of your material event.
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Written by Ciara Martin
Updated over a week ago

People responsible for Topics

People responsible for Topics ensure all of the documentation is uploaded, requirements are met and their team is on track.
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Written by Ciara Martin
Updated over a week ago

Topic Reviewers

Assign people to review the Pathway Topics.
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Written by Ciara Martin
Updated over a week ago

Edit Topics

Topics for a company's Pathway can be updated at any time.
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Written by Ciara Martin
Updated over a week ago

Topic Due Dates

Due Dates are a fantastic way to start tracking the deliverables for your process.
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Written by Sam Melrose
Updated over a week ago

Priority Topics

Mark Topics as a priority so team members know immediately the most important Topics and where to start.
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Written by Ciara Martin
Updated over a week ago

Topic status

Topic statuses show team members what stage the Topic has progressed to and also contributes to the Pathway and Area Score.
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Written by Ciara Martin
Updated over a week ago

Update Topic status

Learn how to update a Topic status. Topic statuses show team members what stage the Topic has progressed to.
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Written by Ciara Martin
Updated over a week ago

Reviewing topics

Review Topic Requirements and documents.
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Written by Ciara Martin
Updated over a week ago

Topic guides

Topic guides give context as to what the Topic is and why it's important to have.
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Written by Ciara Martin
Updated over a week ago

Topic relevance

Selecting an industry, material event and company size for where a Topic is relevant makes it easier to find when creating a new Pathway.
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Written by Ciara Martin
Updated over a week ago

Add Requirements

Add requirements to an existing Pathway or Pathway template.
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Written by Ciara Martin
Updated over a week ago

Edit Requirements

Pathway and Pathway template Requirements can be edited at any point in time.
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Written by Ciara Martin
Updated over a week ago

Edit Topic guides

Edit Topic guides that have been created for custom Topics, to provide more information on the benefits of having the Topic completed.
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Written by Ciara Martin
Updated over a week ago
Manage and Collaborate Pathway Documents

Pathways file size limit

Learn about the file types and limits in Pathways.
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Written by Ciara Martin
Updated over a week ago

Pathway document organization

Categorize documents within Topics and the Document Index by activating document organization.
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Written by Ciara Martin
Updated over a week ago

Add document organization

Add document organization to categorize Pathway documents.
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Written by Ciara Martin
Updated over a week ago

Remove document organization

Remove document organization on documents in the Pathway.
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Written by Ciara Martin
Updated over a week ago

Upload Pathway documents

Upload documents quickly and easily into topic areas by following these steps.
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Written by Ciara Martin
Updated over a week ago

Update Pathway documents

If a document needs to be updated, learn how to replace it in a Pathway.
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Written by Ciara Martin
Updated over a week ago

Rename Pathway Files

How to edit document titles within your Pathway
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Written by Ciara Martin
Updated over a week ago

Delete Pathway documents

Learn how to delete documents from a Pathway.
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Written by Ciara Martin
Updated over a week ago

Recently updated documents

Documents are date stamped so that you know exactly when files were last updated.
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Written by Ciara Martin
Updated over a week ago

Pathway document status

Learn what about document statuses in Pathways.
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Written by Ciara Martin
Updated over a week ago

Move Files: Pathways

Easily move documents between topics within a Pathway
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Written by Ciara Martin
Updated over a week ago

Moving Cloud Based Files in Pathways

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Written by Ciara Martin
Updated over a week ago

Verify documents

Verify documents that have been uploaded into Pathways to confirm they have met the requirements.
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Written by Ciara Martin
Updated over a week ago

Unverify documents

If a file has been Verified by mistake, learn how to mark it as unverified again.
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Written by Ciara Martin
Updated over a week ago

Request an update

Request an update on files within Topics to notify the person responsible.
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Written by Ciara Martin
Updated over a week ago

Remove update request

Learn how to remove Requested updates on files.
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Written by Ciara Martin
Updated over a week ago

Add Topic comments

Leave comments in Topics and tag team members to follow up on items or to ask questions.
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Written by Ciara Martin
Updated over a week ago

Reply to Topic comments

Reply to comments left on Topics and tag team members to notify them.
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Written by Ciara Martin
Updated over a week ago

Download entire Pathway

Download files and Topics from a Pathway in one click.
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Written by Ciara Martin
Updated over a week ago

Download Areas

Download entire Areas and Topics within a Pathway.
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Written by Ciara Martin
Updated over a week ago

Download Topic documents

Quickly bulk download documents from Topics.
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Written by Ciara Martin
Updated over a week ago

Export comments in Pathways

Request an Export of the comments from within your Pathway.
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Written by Sam Melrose
Updated over a week ago
Pathway Integrations and Automations

Pathway Integrations

Connect to Box, Dropbox, Google Drive and OneDrive to upload and automatically sync updated versions of files and folders within Pathways.
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Written by Ciara Martin
Updated over a week ago

Pathway Integrations requirements

If files are not syncing using Box, Dropbox, Google Drive and OneDrive it may be because it has not met the integrations requirements.
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Written by Ciara Martin
Updated over a week ago

Connect Box

Automatically sync file and folders from your Box account into Pathways.
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Written by Ciara Martin
Updated over a week ago

Connect Dropbox

Automatically sync file and folders from your Dropbox account into Pathway.
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Written by Ciara Martin
Updated over a week ago

Connect OneDrive

Automatically sync file and folders from your OneDrive account into Pathways.
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Written by Ciara Martin
Updated over a week ago

Connect Google Drive

Automatically sync file and folders from your Google Drive account into Pathways.
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Written by Ciara Martin
Updated over a week ago

Disconnect Box

Disconnecting a Box account will automatically stop syncing any file updates to Pathways.
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Written by Ciara Martin
Updated over a week ago

Disconnect Dropbox

Disconnecting a Dropbox account will automatically stop syncing any file updates to Pathways.
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Written by Ciara Martin
Updated over a week ago

Disconnect Google Drive

Disconnecting a Google Drive account will automatically stop syncing any file updates to Pathways.
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Written by Ciara Martin
Updated over a week ago

Disconnect OneDrive

Disconnecting a OneDrive account will automatically stop syncing any file updates to Pathways.
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Written by Ciara Martin
Updated over a week ago

Pause syncing

Pause syncing on files and folders in Box, Dropbox, Google Drive and OneDrive.
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Written by Ciara Martin
Updated over a week ago

Kira Integrations in Pathways

Kira integration allows Pathway documents to be analyzed more efficiently with just a few clicks
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Written by Ciara Martin
Updated over a week ago

Move Pathway into a Deal Room

Transfer a Pathway to a Room to run a high-performance deal with document-level security controls, reporting, and Q&A.
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Written by Ciara Martin
Updated over a week ago

Move Your Deal Room to a Pathway

Move files from your Room to your Pathway to ensure you're "always on" and prepared for the next event.
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Written by Ciara Martin
Updated over a week ago