Step 03: Customizing the Overview Tab

This video walks through how to set up the Overview tab in a CapLinked Virtual Data Room workspace, the page members land on right after logging in.

• Adding Custom Text: Open the Settings tab and scroll to the Custom Overview Text section to add a title and a formatted description, such as a business summary or guidance on where to find key documents (0:24–0:41).
• Creating Custom Links: In the same section, enter a link title and URL, add more links if needed, then click Save Workspace Settings to publish (0:55–1:11).
• Uploading a Video: Switch to the Overview Video tab, upload a file via the button or drag-and-drop from your computer, Box, or Dropbox, and see it appear immediately on the Overview tab once saved (1:27–1:57).