Documents Management

Tasha avatar Lily avatar Valerie avatar +2
31 articles in this collection
Written by Tasha, Lily, Valerie and 2 others

Project Index

Exporting the project folder structure, list of all documents stored in the data room
Lily avatar
Written by Lily
Updated over a week ago

Supported File Formats

Convertible file formats that can be securely viewed in the data room
Lily avatar
Written by Lily
Updated over a week ago

Renaming the Project

Changing the data room name
Filip avatar
Written by Filip
Updated over a week ago

Automatic Document Indexing

Consequent numbering, numerical-alphabetical order
Lily avatar
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
Valerie avatar
Written by Valerie
Updated over a week ago

Replacing File with New Version

Updating the document to the latest version
Valerie avatar
Written by Valerie
Updated over a week ago

Extracting Archives

Upload archives to the data room and extract the documents for secure viewing online
Valerie avatar
Written by Valerie
Updated over a week ago

Merging Files

Combining several documents into one
Lily avatar
Written by Lily
Updated over a week ago

Search and Filter

Available filters, searching by file format, partial and exact match
Lily avatar
Written by Lily
Updated over a week ago

Document Notifications

Send out notifications about selected documents
Valerie avatar
Written by Valerie
Updated over a week ago

Notes to Files and Folders

Types of notes and their visibility
Lily avatar
Written by Lily
Updated over a week ago

File Viewing

Available options when viewing the documents online
Lily avatar
Written by Lily
Updated over a week ago

Downloading Files

Downloading original, PDF or encrypted files
Lily avatar
Written by Lily
Updated over a week ago

Deleting Files/Folders

Locating and restoring deleted documents from the Recycle bin
Denis avatar
Written by Denis
Updated over a week ago

Import of the Project Index

Creating a folder structure from existing list; upload folder index
Lily avatar
Written by Lily
Updated over a week ago

Multilingual Index

Working with the folders structure in multiple languages depending on the chosen interface language
Lily avatar
Written by Lily
Updated over a week ago

Metadata

Uploaded by, Last updated by metadata and reporting
Lily avatar
Written by Lily
Updated over a week ago

Opening Encrypted PDF

How to open downloaded encrypted PDF
Lily avatar
Written by Lily
Updated over a week ago