Ideals

Learn how to self-help using the troubleshooting tab in the Help center inside your project

Troubleshooting inside your project

Troubleshooting issues when Ideals website is blocked or emails are not received

Corporate restrictions

Learn how to restore access to your account in case of forgot password, and troubleshoot basic issues that may occur

Password reset

Troubleshooting the most common issues that may occur during sign-in across first and second factors

Possible reasons for unsuccessful sign-in attempts

Troubleshooting failed uploads for the browser version

Issues when uploading

Troubleshooting errors when opening files in the data room

Issues with viewing documents

Troubleshooting errors and failures when downloading files from the data room

Issues when downloading

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

Cannot open downloaded data room archive

How to open IRM-encrypted documents and how to resolve issues you may have

Opening IRM files

Troubleshooting: MS Office settings and corporate restrictions

Errors when opening IRM-encrypted files

Find out how to contact our support team and learn about other ways you can get the help you need

How to get help from our support team

Browser troubleshooting

Collecting Windows event logs

Learn how to collect and share your web browser logs

Collecting logs in different web browsers

Here you will find commonly posed questions and useful answers

Ideals VDR - FAQs

Learn where you can find your project administrator's contact details

Find contact details for your project administrator

Learn about what certifications awarded and how we monitor security performance

Security certifications and compliance overview

Most common issues that may occur and how to troubleshoot them

Troubleshooting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.