Academy:
Interactive Videos
Learn Aracor by following along. These interactive walkthroughs guide you through the platform one task at a time, so M&A, private equity, venture capital, and legal teams can get productive quickly with dealmaking. Set up your account and team, organize deal documents, ask Aracor Partner questions grounded in those documents, and run due diligence. Start at the beginning or go straight to the task you need, and spend your time on the deal, not on figuring out the software.
Getting Started and Account Access
Set up access to Aracor before anything else. These videos cover creating an account, setting up and switching between workspaces, recovering a forgotten password, and accepting a workspace invitation. Start here to get signed in and oriented.
How to Create Your Aracor Account
Create an Aracor account by signing up with a work email address, verifying it through a confirmation email, and signing in to a new workspace. This video walks through each step.
How to Set Up and Switch Between Aracor Workspaces
Set up an Aracor workspace using the four-step wizard: name it, optionally connect SharePoint, invite teammates, and review settings. This video also shows how to switch between multiple workspaces from the workspace selector.
How to Reset a Forgotten Aracor Password
Reset a forgotten Aracor password by requesting a reset link from the login page, opening it by email, and creating a new password. This video walks through each step.
How to Accept a Workspace Invitation in Aracor
Open the invitation email, click the link, sign in to an existing account or create one and verify your email, then click Accept Invitation to become a workspace member.
Projects and Team Access
Create the project a deal lives in and control who can reach it. These videos cover creating and editing a project, sharing it with teammates and setting access levels, archiving or deleting a project, and inviting, removing, and managing members and permissions across the workspace.
How to Create and Edit a Project in Aracor
Create an Aracor project by naming it and choosing a color, then use its Documents, Aracor Partner, and Workflows sections to start working. This video also shows how to edit the project name or color later from Settings.
How to Share a Project and Manage Access in Aracor
Share an Aracor project by adding a teammate and choosing Can Edit or Can View access. This video also shows how to change someone’s access level after they have been added.
How to Archive or Delete a Project in Aracor
Archive a project to hide it while keeping all its data intact, or delete a project to remove it permanently. This video compares both options and shows how to restore an archived project later.
How to Invite and Remove Workspace Teammates in Aracor
Invite a teammate to an Aracor workspace by email and role, or remove one later without deleting the documents, conversations, or projects they created. This video shows both.
How to Use the Permission Matrix in Aracor
Use the Aracor permission matrix to see every person and every project on one screen and set each person’s access to No Access, View, or Edit. This video also shows how to invite a member by email, assign the Admin or Member role, and choose which projects they can open.
Managing Documents
Get deal documents into Aracor and keep them organized. These videos cover uploading files, connecting SharePoint, finding and filtering documents, reading processing status, deleting a document, and using the document library.
How to Upload Documents to Aracor
Upload files to Aracor by drag and drop or the Browse button. Aracor Partner can read a document as soon as it reaches the Indexing stage, so there is no need to wait for Ready.
How to Connect SharePoint to Aracor
Connect SharePoint to Aracor by authorizing access and selecting a folder to sync. New files added to that SharePoint folder then appear in Aracor automatically.
How to Re-Authenticate a SharePoint Connection
Restore a broken SharePoint connection in Aracor by signing in to Microsoft again from the re-authentication banner or Settings. Syncing resumes automatically once reconnected.
How to Find and Filter Documents in Aracor
Type part of a filename to search a data room, then narrow the list with status and file type filters. Search matches filenames and folder names, not text inside documents.
How to Read Document Processing Status in Aracor
A document in Aracor moves through Uploading, Processing, and Indexing status before it is fully ready. This video explains each stage and what to do if a file shows as Error, Ineligible, or Blocked instead.
How to Delete a Document in Aracor
Delete a document in Aracor to permanently remove it from every project and conversation where it appears. This video shows the steps.
How to Use the Aracor Library and Auto-Organization
The Aracor Library collects documents from every project in one place, automatically organized by category and version. This video shows how to browse it and add an existing document to another project without duplicating it.
Aracor Partner: Questions and Conversations
Ask questions of your documents and manage the conversations that follow. These videos cover asking questions and verifying sources, copying answers and citations, editing or regenerating questions, rating answers, sharing and forking conversations, searching the web, and managing saved conversations.
How to Ask Questions and Verify Sources in Aracor Partner
Ask a question in Aracor Partner and verify the answer by opening its numbered citation to see the exact source text. This video shows the full process, from starting a conversation to choosing which documents it draws from.
How to Copy Answers and Manage Citations in Aracor Partner
Copy an answer from Aracor Partner with its citations intact for reference, or choose Copy without citations for clean text. This video shows both options.
How to Edit, Regenerate, and Follow Up on Questions
Ask a follow-up question in the same Aracor Partner conversation, edit an original question to start a new line of answers, or regenerate an answer without changing the question. This video shows all three.
How to Rate Answers in Aracor Partner
Hover over an Aracor Partner answer to reveal the thumbs up and thumbs down icons and rate it. A thumbs down does not regenerate the answer; use the refresh icon for that.
How to Share and Fork Conversations in Aracor Partner
Share an Aracor Partner conversation with invited people only or with everyone in the project. A recipient can click Continue in my chat to fork an editable copy while the original stays unchanged.
How to Search the Web from Aracor Partner
Turn on web search in an Aracor Partner conversation using the globe icon in the message toolbar. This video shows how web sources then appear alongside document sources in the answer.
How to Find, Rename, and Delete Conversations
Find past Aracor Partner conversations by date in the sidebar, rename one with the pencil icon, or delete it with the trash icon. Deletion is permanent.
Due Diligence
Run a full due diligence review and get a finished report. This video covers selecting a document folder, role, and checklist, then reviewing findings and downloading the report.
How to Run Due Diligence in Aracor
Run a due diligence review in Aracor by selecting a document folder, role, and checklist, then review the results across the Checklists, Risks, and Requests tabs. This video also shows how to download the final report from the Reports tab in PDF or Word.