iDeals Help

Learn about convertible file formats that can be securely viewed in the data room

Supported file formats

Review the list of documents available to different user groups from their point of view

Viewing documents as another user group

Remove sensitive content from your documents; learn who can access and how to obtain an unredacted version; filter files by redaction status

Document redaction

Learn how to assign and unassign document labels, and filter files by the labels assigned to them

Labeling documents

How to export the project folder structure with the list of all documents stored in your data room

Project index

Renaming project

Choose whether your documents should be sequentially numbered or appear in the numerical-alphabetical order

Automatic document indexing

How to change the folder order, drag&drop documents, change indexing, copy/cut and paste

Copying and moving files/folders

How to quickly update the document to the latest version

Replacing file with new version

How to extract the documents from archives in the data room for secure viewing online

Extracting archives

How to combine several documents into one

Merging files

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

Search and filter

How to send out notifications about selected documents to specific users

Document notifications

Learn about available types of notes and their visibility to other users

Notes to files and folders

Available options when viewing the documents online

File viewing

Downloading original, PDF or encrypted files

Downloading files

Locating and restoring deleted documents from the Recycle bin

Deleting files and folders

Creating a folder structure from existing list; uploading folder index

Import of project index

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

Multilingual index

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

Working with encrypted files

Opening encrypted PDF

Documents management

How to export the documents from one project to another / copy data room contents

Duplicating data room

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

Document path length

How to quickly put document indices in order

Arranging the project index

How to check the current size of your data room using the project index report

Checking project size

How to download all project documents via browser or desktop app

Bulk downloading documents

Exporting document notes

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

Finding unviewed documents

Watch a tutorial

Contact us

Find answers and get help from Intercom Support and Community Experts

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