Video tutorials

How-to videos to quickly get started with your data room

8 articles in this collection
Written by Lily

Document management

How-to video: get a quick overview of the uploading process, how to arrange your folder structure, search project files, and other

Written by Lily
Updated this week

Document redaction

How-to video: redact text, images, or any document areas to protect sensitive data

Written by Lily
Updated this week

User invitation

How-to video: learn how to invite users to your project, what is the difference between user roles, and which settings to choose

Written by Lily
Updated over a week ago

Permissions overview

How-to video: everything you need to know about available permissions and how to set them up

Written by Lily
Updated over a week ago

User management

How-to video: everything you need to know about editing users and groups, managing their security settings, disabling or deleting forever

Written by Lily
Updated over a week ago

Q&A activation

How-to video: learn how to set up and activate the Q&A section for your project

Written by Lily
Updated this week

Reports overview

How-to video: track your project activity with the help of available reports

Written by Lily
Updated this week

Troubleshooting login issues

How-to video: learn about the most common reasons for failed logins and how to troubleshoot them

Written by Lily
Updated over a week ago