Skip to main content
Question

Need help Setting up a Deal Room

  • May 22, 2025
  • 1 reply
  • 29 views
C
Forum|alt.badge.img

I can figure out how to properly set up a dealroom.

I need a 2 step deal room.

1) Participants need to sign off on a CA that I want signed in BOX.

2) Once done they get direct access to the deal room

 

Support was usless in helping with this.

    1 reply

    C
    Forum|alt.badge.img

    Hi Shlomo, 

    Welcome to the Box Community, I'm happy to help!

    To clarify, are you looking to setup a 'Custom Terms of Service' for people you will be collaborating contents with? If yes, you may want to take a look at this article to learn more about this feature: https://support.box.com/hc/en-us/articles/360044192733-Using-Custom-Terms-Of-Service 

    The Custom Terms of Service feature can be enabled in your Business Plus, and higher, Box account to require that all collaborators view and agree to a terms of service document before accessing your company’s Box content. This feature is available via both the UI and API.

    Please reach out to your CSM or Customer Success Manager (or to Product Support if you do not have a CSM)  if you would like this setting to be enabled for your account. Once enabled for your organization, the Custom Terms of Service feature can be found in the Admin Console (Admin Console >Enterprise Settings > Custom Setup tab.)

    Thanks for reaching out and let us know if you have any questions!

    Regards,

     

     

    Terms of ServiceAccessibility statement