Ideals

Learn about convertible file types that can be securely viewed online in the project

Supported file types

How to create a folder structure in your project from the existing Excel file

Importing folder structure

How to export the project folder structure with the list of all documents stored in your project

Project index

How to upload files and folders to your project from computer or external storage

Uploading documents

Available options when viewing documents online

File viewing

How to download original, PDF or encrypted files one by one or in bulk

Downloading documents

Learn how to copy links to files for internal file sharing and share files externally for stakeholders who have no access to the project

Sharing files

How to search documents; learn about available filters and sorting options

Documents searching, filtering, and sorting

Review the list of documents and actions available to different user groups from their point of view

Viewing documents as another group

Choose whether your documents should be sequentially numbered or appear in the numerical-alphabetical order

Automatic document indexing

How to move and copy documents using the actions menu or hotkeys

Copying and moving documents

How to extract documents from archives for secure viewing online

Extracting archives

Learn about available types of notes and their visibility to other users

Notes to files and folders

Learn how to assign and unassign labels, and filter documents by labels

Labeling documents

Who can delete and restore deleted documents from the recycle bin

Deleting and restoring documents

How to send out notifications about specific documents to selected project participants

Sending notifications about documents

How to quickly put document indices in order

Arranging the project index

Streamline the process of renaming files and folders within a project

Bulk rename

How to upload, manage, and track document versions

Document versioning

Remove sensitive content from your documents; learn who can access and how to obtain an unredacted version; filter files by redaction status

Document redaction

Learn all about how to enable and use document publishing in your project

Document publishing

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

Working with encrypted files

Opening encrypted PDF

How to find documents that you have yet to view

Finding viewed and not viewed documents

What is a long path and how to work with the downloaded deep structure

Long document paths

A list of all applicable keyboard shortcuts across Windows and macOS

Browser interface keyboard shortcuts

Learn how to use an intelligent search to gain insights quicker and streamline document review

AI search: How to accelerate document review

Learn how to find and use the Quick access panel

Quick access panel

Learn how to streamline workflows with built-in translation

AI document translation

Learn how to add, manage, and organize notes directly in the document

PDF viewer notes

Upload, store, and manage documents securely in the data room

Documents

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