Documents Management

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28 articles in this collection
Written by Tasha, Lily, Valerie and 2 others

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
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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
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Written by Valerie
Updated over a week ago

Extracting Archives

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

Merging Files

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

Notes to Files and Folders

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

File Viewing

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

Import of the Project Index

Creating a folder structure from existing list; upload folder index
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Written by Lily
Updated this week

Multilingual Index

Working with the folders structure in multiple languages depending on the chosen interface language
Lily avatar
Written by Lily
Updated yesterday

Metadata

Uploaded by, Last updated by metadata and reporting
Lily avatar
Written by Lily
Updated yesterday

Opening Encrypted PDF

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