EKNOW document functionality is uniquely tailored and integrated with the entire M&A life cycle. Yet with v.25, M&A Software Tools' integrated capabilities now rival or exceed those of dedicated document or VDR systems. See below for more.

With M&A Software Tools v.25, instantly open and edit office documents within M&A Tools, without downloading. Built-in view / preview of office documents, images, PDF files, and videos.

With M&A Software Tools v.25, multiple colleagues can open and edit documents without downloading. Each editor can see who else is editing, and can see their edits in real-time. Without leaving M&A Tools.

Project documents managed in M&A Software Tools can be not only locally stored files, but also linked external files, web site pages, VDR links, and links to shared drive files, folders, and "rooms" (Teams, Office365, Google Drive, etc.)

M&A Software Tools expressly organizes, tracks, and reports on special documents: key presentation, deliverables, valuations, presentations, agreements, and more. View all received or produced playbook documents and their status. Optionally leverage built-in approval workflows.

Documents are automatically organized into powerful, context sensitive views: View documents by type, status, age and much more. Switch between views in a single click. Even add custom views.

Collaborate with internal colleagues, advisors, and target company or 3rd-party users. Request, provide, share, review, and discuss diligence or preliminary deal documents. Respond directly to IRL or Q&A with text or files.

Drag, drop, or email files to add attachments. Attach documents to companies, contacts, projects / deals, tasks, conversations, and much more. View attachment lists with full in-line previews.

Drag and drop not only files, but external file links, web URLs, and more. Drag and drop to add attachments, info request responses, key deal documents, etc. Drag and drop to add files to a specific item, or to a project document room, folder, etc.

A feature that must be seen to be appreciated: Preview any document, or any number of documents, before opening. View large, readable previews in-line, in tooltips, and in special report views. Show and hide previews instantly.

Add deal documents by simply emailing them. Include attachments in emailed replies. Be alerted to new documents – with secure links to the context. Leverage email-driven workflows for efficient document approvals.

Automatically control document access rights to view, edit, print, download, delete, or create. Enable / disable access remotely. And apply at the project, role, group, user, and document level.

Search on document text content. Search on project, document type, file type, deal stage, originating user, company, and more.Save your custom searches. And much, much more.

Easily automate document review / approval workflow. Receive email alerts for status changes or new documents. Securely link from workflow email to associated task, info request, etc.

In M&A Software Tools, documents governed by retention / destruction policies are specially managed and access controlled. Visual dashboards, workflows, and business rules enforce policy compliance and reduce risk.

Upload any number of project files as one compressed .zip archive. Store archives as is, or extract files on the system, in the background. Authorized users can download all or selected files as a .zip archive.  

M&A Software Tools safety-scans every document upon upload, before it can be committed to the document database. Periodically, M&A tools further rescans every file repeatedly as new malware profiles are published.

M&A Software Tools logs every user upload, download, print, view, version replacement, creation, and deletion; as well as retention status, approval status, and associated comments and updates.