The whole product, in six sittings.
Each topic is a walkthrough with the real interface behind it. Every step points at the control it means, on a screenshot of a room with real diligence documents in it, so you can read the structure you should be building at the same time as the buttons that build it.
Your first room, start to shared link
Create a room, put files in it, file them under a folder, then send a link that records who looked at what. Everything on this page was done in one sitting on the free plan.
Folder structure that survives diligence
A room with 60 files loose in it says the vendor has never sold a company. Folders, sub-folders and counts are what a buyer's lawyer uses to decide whether to keep reading, and this is where Beamprobe is built differently from a link with a landing page.
Links, gates and what stops a leak
One room, many links, each with its own gates. The difference between a public link and a per-recipient link is the difference between knowing a room was opened and knowing who opened it.
What the other side actually sees
Your investor view is the only part of this product a buyer's lawyer ever forms an opinion about. It is one page, it loads a document without a frame around it, and it shows your structure in the same order you built it.
Who read what, and what to do about it
Analytics are only worth opening if they change what you do next. Three numbers here justify the page: pages read, time on the model, and the gap between the room someone opened and the room they stopped at.
Limits, plans and where the friction is
What the tiers actually restrict, which limits you will hit, and the two that stop being about the plan. Stated plainly, because a manual that hides the ceiling is a sales page.
Fenwick Care Group, a sell-side process that never happened.
Fifteen documents across ten folders, in the order a UK buyer's advisor actually asks for them: information memorandum, process letter, constitutional documents, statutory and management accounts, aged debtors, client concentration, TUPE schedule, CQC and ICO standing, tax computation, systems and data map.
The company, the people, the figures and the dates are invented. The document set and the folder order are not, which is the point: a manual written over placeholder text teaches you where to click and nothing about what to put there. The share URL printed in the screenshots is that demo room's own link, so it opens nothing for anyone else.
The three tables a buyer asks for first, as CSV, from the fictional pack. Column headers are the ones that stop a question coming back.
CSV is a download format, not an upload type. Print to PDF to put one in a room.
The highlight on each step is measured from the live page while the screenshots are taken, then stored as percentages. Refresh the captures after a redesign and the markers move with the controls instead of drifting off them.
Every step is in the page as text and every screen is a real image, so printing this manual, or saving it to a deal folder as a checklist, gives you the whole thing in order. Nothing is hidden behind the interaction.
Screenshots are of one build. If a label here does not match your screen, the software is newer than the manual, not the other way round. Tell us which page and we will fix it: [email protected].