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Products News Contact Submit a request Sign in Welcome to . How can we help? User Guides Next Gen: Management Guide SmartRoom Quick-Reference - Manager Version Next Gen: User Guide SmartRoom Quick-Reference - User Version User Guides SmartRoom System Requirements SmartRoom User Guide Accessing Non-PDFs on a Mac SmartRoom Q&A Manual Management Guides SmartRoom Operations Manual for SmartRoom Managers SmartRoom User Rights Guide SmartRoom File Manager Application Manual SmartRoom Report Wizard user guide Training Videos Training Videos Training Video: Content Training Video: Dashboard Training Video: User Invitations Training Video: Access Agreement NextGen Demo Video Frequently Asked Questions Terms and Conditions Terms and Conditions Privacy & Security Policy BMC Group Privacy Policy Effective July 2, 2019 General Questions What is SmartRoom? Is there an online help function? What Functionality Does SmartRoom Provide? How secure is SmartRoom? How can I be assured that my e-mail address or other information isn’t going to be sold to spammers? What information about me do you keep on file? Who owns that, what else do they do with it? See all 7 articles Accounts and Passwords I forgot my password. What do I do? I received an invitation with username & password, but I’m getting an error message when I try to login. Why? How many times can I change my password? Can someone else log in with my username and password on another computer? Could this be traced somehow? It appears I’m inactive on the system. What happened? Can I log in with my username and password on another computer? Accessing a SmartRoom Why do I need to keep accepting the confidentiality agreement every time I go to the deal I was invited to? I haven’t received any emails, and I was supposed to be invited to a deal. What’s wrong? I don’t see the deal I was invited to, or was supposed to be invited to. Why not? When I try to access my deal list the system prompts me to login each time. Is this necessary? If I have multiple deals, can I use the same password for all of them? How do I get to the documents? See all 11 articles SmartRoom Management How can I invite another user? How do I remove a document? I need to set special permissions on a folder. How do I do that? Can I upload multiple documents? How do I upload documents? Technical Questions I can’t access the URL from my email invitation. Why not? I see a window trying to "popup" on my browser. Do ’pop-up blockers’ affect the SmartRoom documents? HOW TO RESET THE Do you want to open or save this file?” How do I install your PDF Viewer? How to retrieve the Java Console for troubleshooting purposes Frequently Asked Questions - NextGen SmartRoom Management How can I check to see if I created security profile correctly? When creating security profiles, what is the difference between the Given” vs Effective” column? When creating security profiles, what is the difference between the circle and a circle with a point at the bottom? Can I share files in the SmartRoom to non-SmartRoom Users? How can I inform members of the SmartRoom of new documents? Can I invite multiple Users at once? See all 10 articles Technical Questions I am clicking on a file and nothing happens: I have the index and file structure on my desk top. How can I get this into the SmartRoom. General Questions I forgot my password, what do I do? How can I save documents? How can I review the most recent uploads? Additional Resources Case Studies Security Overview Fundraising M&A Sell-Side Asset Backed...