Configure and Manage CoCounsel Transaction Management in HighQ

To configure your HighQ instance for seamless integration with CoCounsel Transaction Management and enable the dedicated 'Transactions Management' icon for your Admin users, follow these steps.

The HighQ Customer Support Team will perform client onboarding on demand using the configuration steps outlined above. Support team members have access to the ASP Settings and will manage the tenant onboarding accordingly.

Upon successful setup, verify that the

‘Transactions Management’

icon appears in the HighQ interface. This icon should be visible to the Admin of the HighQ instance, indicating that the onboarding process is complete.

Accessing the Connection Management Interface

Navigate to the Transaction Management solution's landing page.
Locate and select the
"Link Dealroom"
button.
This action will redirect you to the
Connection Management Dashboard.
From the Connection Management Dashboard, click the
"Link New Connector"
button to initiate the workflow.

Authentication and Authorization

A secure configuration form will appear. Enter the required credentials in the corresponding fields:
Name:
A name for the connection (e.g., "HighQ Dealroom").
Client ID:
The unique identifier for the HighQ application.
Secret Key:
The confidential key for authenticating the application.
Click the
"Authorize"
button. This will initiate a secure handshake with the selected HighQ instance.

Upon successful authorization, the system will present a list of available HighQ sites. You can select single or multiple sites for batch authorization using the
multi-site selection capability
.
Confirm your selection to complete the authorization process for the chosen dealrooms.

Future Enhancements

The User Onboarding and Authorization functionality provides a comprehensive permission framework that enables administrators to precisely control user access and capabilities within the Transaction Management solution. This hierarchical system ensures users have appropriate visibility and functionality based on their roles and responsibilities.

Access the

Settings

interface via the dedicated settings icon to manage user onboarding and permissions.

New User Workflow
An intuitive process to add new users by capturing essential details such as Name and Email Address.
Granular Permission Assignment
Assign permissions with project-specific access controls, allowing tailored access to different parts of the solution.

The system supports a hierarchical role-based permission model:

Role	Access Level & Capabilities
Admin	Full system access including settings management and dealroom linking. Admins can access all projects and manage user permissions globally.
Creator	Project-specific access with dealroom linking capabilities. Access to self-created projects and those assigned by Admins.
Editor	Project access as assigned by Admins. Currently focused on editing capabilities; future updates may include report generation.
Viewer	Read-only access to assigned projects, allowing visibility without modification rights.

The first time users access the Transaction Management Solution, the system will display a popup presenting the Beta program terms and conditions. Upon accepting these terms, users are redirected to the Landing Page, which serves as the central command center for legal professionals managing multiple transaction projects, specifically due diligence. This intuitive interface consolidates all ongoing projects into a single comprehensive view, enabling efficient monitoring and management.

Landing Page Overview

Transactions Display (Card View):
The Landing Page presents all Linked Dealrooms (HighQ sites) accessible to the user, . Each transaction is displayed as a clickable card containing key details. Users can sort transactions by parameters such as last modified date or alphabetically.

Individual Transaction Cards

Display the transaction name
Show site description
Indicate creation date

Navigation & Controls

Primary Action Controls:
Manage Transaction
option provides access to a detailed transaction management interface.
Go to Dealroom
offers a quick link to the dealroom where the source files are stored.

This setup ensures users have a streamlined and organized workspace to oversee and manage their transaction projects effectively, enhancing productivity and project oversight from the moment they join the Beta program.