Documents Management

Project Index

Exporting the project folder structure, list of all documents stored in the data room

Written by Lily
Updated over a week ago

Supported File Formats

Convertible file formats that can be securely viewed in the data room

Written by Lily
Updated over a week ago

Renaming the Project

Changing the data room name

Written by Filip
Updated over a week ago

Automatic Document Indexing

Consequent numbering, numerical-alphabetical order

Written by Lily
Updated over a week ago

Copying and Moving Files/Folders

How to change the folder order, Drag&Drop documents, change indexing, copy/cut and paste

Written by Valerie
Updated over a week ago

Replacing File with New Version

Updating the document to the latest version

Written by Valerie
Updated over a week ago

Extracting Archives

Upload archives to the data room and extract the documents for secure viewing online

Written by Valerie
Updated over a week ago

Merging Files

Combining several documents into one

Written by Lily
Updated over a week ago

Search and Filter

Available filters, searching by file format, partial and exact match

Written by Lily
Updated over a week ago

Document Notifications

Send out notifications about selected documents

Written by Valerie
Updated over a week ago

Notes to Files and Folders

Types of notes and their visibility

Written by Lily
Updated over a week ago

File Viewing

Available options when viewing the documents online

Written by Lily
Updated over a week ago

Downloading Files

Downloading original, PDF or encrypted files

Written by Lily
Updated over a week ago

Deleting Files/Folders

Locating and restoring deleted documents from the Recycle bin

Written by Denis
Updated over a week ago

Import of the Project Index

Creating a folder structure from existing list; upload folder index

Written by Lily
Updated over a week ago

Multilingual Index

Working with the folders structure in multiple languages depending on the chosen interface language

Written by Lily
Updated over a week ago

Metadata

Uploaded by, Last updated by metadata and reporting

Written by Lily
Updated over a week ago

Opening Encrypted PDF

How to open downloaded encrypted PDF

Written by Lily
Updated over a week ago

Documents Path Length

Limitation on the name length, maximum file path, possible long paths issue

Written by Lily
Updated over a week ago

Uploading Documents from Cloud Storage or Network Folder

Google Drive, Dropbox, OneDrive, Sharepoint, Corporate network folder, etc.

Written by Lily
Updated over a week ago

Working with Encrypted Files

Downloaded encrypted PDF, downloaded IRM-encrypted files: Excel, Word, PowerPoint

Written by Lily
Updated over a week ago

How to arrange the project index

Written by Valerie
Updated over a week ago

How to check the current size of my project

Written by Valerie
Updated over a week ago

How to export the documents from one project to another

Written by Tasha
Updated over a week ago

How to bulk download all documents in the data room

Written by Lily
Updated over a week ago

How to export notes and why to use them

Written by Valerie
Updated over a week ago

How not to get lost with numerous documents that I have to work on

Written by Valerie
Updated over a week ago

Errors when Opening IRM-encrypted Files

Troubleshooting: MS Office settings and corporate restrictions

Written by Lily
Updated over a week ago

Uploading Issues

Troubleshooting: failed uploads; file's size or overall upload volume

Written by Lily
Updated over a week ago

Cannot open downloaded data room archive

Troubleshooting: Windows cannot open the folder / the compressed (zipped) folder is invalid

Written by Lily
Updated over a week ago

Document Cannot Be Converted by the System

Troubleshooting: corrupted files; possible reasons why the document cannot be viewed online; supported file formats

Written by Lily
Updated over a week ago