Learn how to update the workspace name, manage administrator access, and upload a custom logo for your specific workspace.
If a client or invited user needs to send you files, this module explains how to set up their upload folder, create a specific group, set the appropriate permissions, and add the client to that group.
Discover how to populate the overview tab with introductory videos and text. This is the first page users see upon logging in, where you can add workspace details and links to external websites.
Update the foundational details and options in the Settings tab. These settings determine what your users will see and access, and they typically take less than a minute to configure for each new deal.
You can choose to present a disclaimer document, such as a Non-Disclosure Agreement or confidentiality agreement, as users enter the virtual data room.
The documents uploaded in the previous step can be assigned to specific users. You also have the option to bypass the disclaimer requirement for certain users, such as your administrators.
Learn how to efficiently move folders and files within the CapLinked platform, which is especially useful after receiving client files.
If you have received files externally and need to add them to CapLinked, this lesson provides the exact steps for uploading folders and files.
This feature allows you to add descriptive details to folders and files. Users can hover over the information icon to understand the contents without needing to open the file.
Once your files are uploaded, you must create groups and set specific permissions so users can securely enter the workspace to review documents.
Explore advanced group settings, including how to protect documents even after they have been downloaded by users.
With your groups created and permissions established, you can begin adding users and sending out official invitations.
In certain situations, you may want to allow specific documents to be downloaded and edited while keeping all other files strictly protected.
Learn how to effectively inform users about newly added documents or send important group announcements when required.
Discover how to respond to user questions, add information to FAQ documents, and assign specific group questions to the appropriate administrators.
Analyze detailed activity reports by group, member, or specific file. You can see exactly how much time each user spends reviewing individual files.
Learn the proper procedures for downloading files and folders directly from the CapLinked platform.
See how to download all accessible folders, sub-folders, and files at once, complete with an accompanying index report.
If you require disclaimer documents, this module demonstrates how to download the officially signed copies for your records.
Learn how to safely restore accidentally deleted items from the system trash bin.
