Documents management

Supported file formats

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

Written by Lily
Updated over a week ago

Viewing documents as another user group

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

Written by Lily
Updated over a week ago

Document redaction

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

Written by Lily
Updated over a week ago

Labeling documents

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

Written by Lily
Updated over a week ago

Project index

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

Written by Lily
Updated over a week ago

Renaming project

How to quickly change the data room name

Written by Filip
Updated over a week ago

Automatic document indexing

Choose whether your documents should be sequentially numbered or appear in the 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

How to quickly update the document to the latest version

Written by Valerie
Updated over a week ago

Extracting archives

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

Written by Valerie
Updated over a week ago

Merging files

How to combine 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

How to send out notifications about selected documents to specific users

Written by Valerie
Updated over a week ago

Notes to files and folders

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

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 and folders

Locating and restoring deleted documents from the Recycle bin

Written by Denis
Updated over a week ago

Import of project index

Creating a folder structure from existing list; uploading 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

Working with encrypted files

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

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

Duplicating data room

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

Written by Tasha
Updated over a week ago

Document 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

Limitations on direct upload from Google Drive, Dropbox, OneDrive, Sharepoint, Corporate network folder, etc.

Written by Lily
Updated over a week ago

Arranging the project index

How to quickly put document indices in order

Written by Valerie
Updated over a week ago

Checking project size

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

Written by Valerie
Updated over a week ago

Bulk downloading documents

How to download all project documents via browser or desktop app

Written by Lily
Updated over a week ago

Exporting document notes

How to export notes and why to use them

Written by Valerie
Updated over a week ago

Finding unviewed documents

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

Written by Valerie
Updated over a week ago