[{"data":1,"prerenderedAt":429},["ShallowReactive",2],{"guide:\u002Finternal\u002Faccount\u002Fget-started-in-your-first-session":3,"related:\u002Finternal\u002Faccount\u002Fget-started-in-your-first-session":420},{"id":4,"title":5,"audience":6,"body":7,"canonical_url":388,"collection":389,"description":390,"extension":391,"feature_flags":392,"is_draft_preview":394,"legends":395,"meta":402,"navigation":403,"order":404,"path":405,"reading_minutes":406,"related":407,"seo":411,"slug":412,"status":413,"stem":414,"tour_ids":415,"type":417,"updated_at":418,"__hash__":419},"guides\u002Finternal\u002Faccount\u002Fget-started-in-your-first-session.md","Your first hour in Valutico VDR","internal",{"type":8,"value":9,"toc":380},"minimark",[10,19,24,54,58,316,320,323,327,337,352,366],[11,12,13,14,18],"p",{},"Every new organisation starts with a finished deal to look around: ",[15,16,17],"strong",{},"Cardiolytix Inc.",", a demo project with a filled data room, a published index and an evaluated questionnaire. This guide uses it to show where things are and what a day's work looks like, in about an hour and without touching a live deal.",[20,21,23],"h2",{"id":22},"before-you-start","Before you start",[25,26,27,37,51],"ul",{},[28,29,30,31,36],"li",{},"You can sign in; see ",[32,33,35],"a",{"href":34},"\u002Finternal\u002Faccount\u002Fsign-in-and-account","Sign in and account"," if not.",[28,38,39,42,43,45,46,50],{},[15,40,41],{},"Projects"," shows a card called ",[15,44,17],{}," with the note ",[47,48,49],"em",{},"Explore this demo project to get started",". If it is missing, see the end of this guide.",[28,52,53],{},"The assistant step spends a few credits, like any AI work.",[20,55,57],{"id":56},"steps","Steps",[59,60,61,83,191,223,244,269,298],"ol",{},[28,62,63,64,66,67,69,70,73,74,77],{},"Open the demo deal. ",[15,65,41],{}," lists every project you can see; select the ",[15,68,17],{}," card. ",[15,71,72],{},"New Project"," in the top right is where your first real deal will start later.",[75,76],"br",{},[78,79],"img",{"alt":80,"src":81,"title":82},"The Projects page with the Cardiolytix Inc. demo card and the New Project button","\u002Fmedia\u002Fget-started-in-your-first-session\u002Fprojects.png","One card per project. The demo card is yours to click around in; nothing in it is shared with anyone.",[28,84,85,86,88,93],{},"Learn the sidebar. Every project has the same rail on the left, and each entry is one kind of work. Hover over an icon for its name.",[75,87],{},[78,89],{"alt":90,"src":91,"title":92},"The Files page of the demo project with the project sidebar","\u002Fmedia\u002Fget-started-in-your-first-session\u002Fproject-sidebar.png","The rail is the same in every project; entries you have no role for are hidden.",[94,95,96,109],"table",{},[97,98,99],"thead",{},[100,101,102,106],"tr",{},[103,104,105],"th",{},"Entry",[103,107,108],{},"What it is for",[110,111,112,131,141,151,161,171,181],"tbody",{},[100,113,114,120],{},[115,116,117],"td",{},[15,118,119],{},"Files",[115,121,122,123,126,127,130],{},"The documents: the ",[15,124,125],{},"Workspace"," where uploads land and the numbered ",[15,128,129],{},"Dataroom"," buyers see. Most of a deal happens here.",[100,132,133,138],{},[115,134,135],{},[15,136,137],{},"Q&A",[115,139,140],{},"Questions buyers ask about the room, and your answers.",[100,142,143,148],{},[115,144,145],{},[15,146,147],{},"Analysis",[115,149,150],{},"Questionnaires: structured checks the AI answers from the documents, with sources.",[100,152,153,158],{},[115,154,155],{},[15,156,157],{},"Teams",[115,159,160],{},"Who has access: your internal team, external buyer groups and their folder roles.",[100,162,163,168],{},[115,164,165],{},[15,166,167],{},"Analytics",[115,169,170],{},"Who visited, what they opened and what they downloaded.",[100,172,173,178],{},[115,174,175],{},[15,176,177],{},"Project Settings",[115,179,180],{},"Name, company, security, the Deal Portal and billing for this project.",[100,182,183,188],{},[115,184,185],{},[15,186,187],{},"Search or ask AI…",[115,189,190],{},"The assistant, from any page. Search finds documents; a question gets an answer with citations.",[28,192,193,194,196,197,199,200,203,204,207,208,211,212,215,216,218],{},"Read a document. On ",[15,195,119],{},", select the ",[15,198,129],{}," tab. In the folder tree on the left, open ",[15,201,202],{},"1 Corporate & Governance",", then ",[15,205,206],{},"1.1 Charter & Constitutional Documents",", and double-click a document in the list. It opens in the viewer beside the list, under its index number, for example ",[47,209,210],{},"1.1.1.1","; that number is what buyers and colleagues will quote. A single click only selects the row. Close the viewer with the ",[15,213,214],{},"×"," or the browser's back button.",[75,217],{},[78,219],{"alt":220,"src":221,"title":222},"A demo document open in the viewer","\u002Fmedia\u002Fget-started-in-your-first-session\u002Fopen-a-document.png","PDFs, Word, Excel and PowerPoint files open in place; nothing needs downloading to be read.",[28,224,225,226,228,229,232,233,236,237,239],{},"Ask the assistant one question. Select ",[15,227,187],{}," in the header of any project page, type ",[47,230,231],{},"What does Cardiolytix do, and who are its customers?"," and press Enter. The assistant opens in a panel on the right and answers from the documents; each claim carries a chip naming the document it came from, and selecting a chip opens that page. ",[15,234,235],{},"Ask about your documents…"," at the bottom takes follow-up questions. This is the same assistant you will use on a real deal to find a clause, compare versions or draft a summary.",[75,238],{},[78,240],{"alt":241,"src":242,"title":243},"The assistant panel with an answer and document citations","\u002Fmedia\u002Fget-started-in-your-first-session\u002Fask-the-assistant.png","Every claim carries a citation into the room; open it before you rely on the answer.",[28,245,246,247,249,250,253,254,257,258,261,262,264],{},"See who has access. Open ",[15,248,157],{},". The internal team, ",[15,251,252],{},"Default",", is your organisation's members on this project; external groups such as ",[15,255,256],{},"Halden Partners"," are buyer teams, each with its own folder roles. ",[15,259,260],{},"People with access"," lists every person and what they can open. On a real deal this is the page you check before publishing.",[75,263],{},[78,265],{"alt":266,"src":267,"title":268},"The Teams page of the demo project","\u002Fmedia\u002Fget-started-in-your-first-session\u002Fteams.png","Internal and external teams in one list; People with access is the audit view.",[28,270,271,272,275,276,279,280,283,284,287,288,292,293,297],{},"Set up the organisation before colleagues arrive. An admin opens ",[15,273,274],{},"Profile"," from the account menu at the bottom of the rail: check the organisation name, switch on ",[15,277,278],{},"Require MFA for organization"," if company policy asks for it, and set the ",[15,281,282],{},"Inactivity timeout",". Under ",[15,285,286],{},"Plans & credits",", make sure there is a balance before the first AI work; ",[32,289,291],{"href":290},"\u002Finternal\u002Faccount\u002Fcredits-and-billing","Credits and billing"," explains what spends credits. Then invite the team with the right roles; ",[32,294,296],{"href":295},"\u002Finternal\u002Faccess\u002Fmanage-your-team-and-roles","Manage your team and roles"," explains Member versus Guest.",[28,299,300,301,303,304,306,307,310,311,315],{},"Start the first real project. Back on ",[15,302,41],{},", select ",[15,305,72],{},", name the deal and the company, and upload to the ",[15,308,309],{},"Workspace only","; nothing is shared until you place documents in the Dataroom and invite a group. ",[32,312,314],{"href":313},"\u002Finternal\u002Fdata-room\u002Fprepare-and-share-a-data-room","Prepare and share a data room"," is the end-to-end path from here to publication.",[20,317,319],{"id":318},"check-the-result","Check the result",[11,321,322],{},"You have opened a document from the Dataroom, received a cited answer from the assistant, and know where Teams and Project Settings are. The demo deal is unchanged and stays available as a reference for how a finished room looks.",[20,324,326],{"id":325},"if-something-goes-wrong","If something goes wrong",[328,329,331],"problem",{"title":330},"There is no Cardiolytix Inc. project",[11,332,333,334,336],{},"The demo deal is created with a new organisation. If you were invited into an existing organisation, its members may have deleted the copy; deleting it cannot be undone and support cannot restore it. Ask a colleague to add you to one of their projects, or create your own with ",[15,335,72],{},".",[328,338,340],{"title":339},"The sidebar shows fewer entries than in the screenshots",[11,341,342,343,346,347,351],{},"Entries appear only for what your role allows. A ",[15,344,345],{},"Guest",", or a member with access to a single document, sees Files and little else. Teams and Analytics need a project owner. Ask the project owner to check your role; ",[32,348,350],{"href":349},"\u002Finternal\u002Faccess\u002Fhow-access-works","How access works"," explains the layers.",[328,353,355],{"title":354},"The assistant answers without citations, or says it found nothing",[11,356,357,358,361,362,336],{},"Documents are searchable only once their status is ",[15,359,360],{},"Ready",". In the demo deal that is already the case; on a fresh upload wait for processing to finish, then ask again. See ",[32,363,365],{"href":364},"\u002Finternal\u002Fdata-room\u002Fupload-problems","Upload problems",[328,367,369],{"title":368},"A Getting Started checklist appears in the sidebar",[11,370,371,372,375,376,379],{},"Some organisations also see a ",[15,373,374],{},"Getting Started"," panel with an ",[15,377,378],{},"Explore the Platform"," checklist. It links to the same pages as this guide and ticks them off as you visit; it is per person, and dismissing it changes nothing in the project.",{"title":381,"searchDepth":382,"depth":382,"links":383},"",2,[384,385,386,387],{"id":22,"depth":382,"text":23},{"id":56,"depth":382,"text":57},{"id":318,"depth":382,"text":319},{"id":325,"depth":382,"text":326},"https:\u002F\u002Fdocs.vdr.valutico.dev\u002Finternal\u002Faccount\u002Fget-started-in-your-first-session","account","Open the demo deal, learn the project sidebar, read a document, ask the assistant one question and see who has access, so the first real project holds no surprises.","md",[393],"new_onboarding",false,{"project-sidebar":396,"projects":398,"teams":400},[119,137,147,157,167,177,397],"Search or ask AI",[399,72],"Cardiolytix Inc. demo deal",[260,401],"New Team",{},true,1,"\u002Finternal\u002Faccount\u002Fget-started-in-your-first-session",4,[408,409,410],"sign-in-and-account","workspace-and-dataroom","prepare-and-share-a-data-room",{"title":5,"description":390},"get-started-in-your-first-session","published","internal\u002Faccount\u002Fget-started-in-your-first-session",[416],"projects","task","2026-09-29T13:21:45+02:00","NNKIZcfxCKXiUyAiVj88DBq1JJZ7jYiBfbeUpcAWLnQ",[421,423,425],{"title":35,"description":422,"path":34,"audience":6,"slug":408},"How signing in works, two-factor authentication, the inactivity timeout, switching organisations, and what to do when you cannot get in.",{"title":314,"description":424,"path":313,"audience":6,"slug":410},"The end-to-end workflow, from a new project to invited buyers, on one fictional deal.",{"title":426,"description":427,"path":428,"audience":6,"slug":409},"Workspace and Dataroom","The two places a document can be, why both exist, and what each one means for what buyers see.","\u002Finternal\u002Fdata-room\u002Fworkspace-and-dataroom",1790706827657]