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All Collections
Documents management
Documents management
+2
29 articles in this collection
Written by
Tasha,
Lily,
Valerie
and 2 others
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
FAQ
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