Documents management

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

Project index

How to export the project folder structure with the list of all documents stored in your data room
Lily avatar
Written by Lily
Updated over a week ago

Supported file formats

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

Renaming project

How to quickly change the data room name
Filip avatar
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
Lily avatar
Written by Lily
Updated this week

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

How to quickly update the document to the latest version
Valerie avatar
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
Valerie avatar
Written by Valerie
Updated over a week ago

Merging files

How to combine 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

How to send out notifications about selected documents to specific users
Valerie avatar
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
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 and folders

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

Import of project index

Creating a folder structure from existing list; uploading 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

Working with encrypted files

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