Documents Management

Renaming the Project

Changing the data room name

Written by Filip
Updated over a week ago

Automatic Document Indexing

Consequent numbering, numerical-alphabetical order

Written by Lily
Updated over a week ago

Copying and Moving Files/Folders

Drag and Drop documents, change indexing, copy, cut and paste

Written by Valerie
Updated over a week ago

Replacing File with New Version

Updating the document to the latest version

Written by Valerie
Updated over a week ago

Extracting Archives

Upload archives to the data room and extract the documents for secure viewing online

Written by Valerie
Updated over a week ago

Merging Files

Combining 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

Send out notifications about selected documents

Written by Valerie
Updated over a week ago

Notes to Files and Folders

Types of notes and their visibility

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/Folders

Locating and restoring deleted documents from the Recycle bin

Written by Denis
Updated over a week ago

Opening Encrypted PDF

How to open downloaded encrypted PDF

Written by Lily
Updated over a week ago

How to arrange the project index

Written by Valerie
Updated over a week ago

How to check the current size of my project

Written by Valerie
Updated over a week ago

How to export the documents from one project to another

Written by Tasha
Updated over a week ago

How to bulk download all documents in the data room

Written by Lily
Updated over a week ago

How to export notes and why to use them

Written by Valerie
Updated over a week ago

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

Written by Valerie
Updated over a week ago

Cannot open downloaded data room archive

Windows cannot open the folder / the compressed (zipped) folder is invalid

Written by Lily
Updated over a week ago