This video serves as a training module for administrators on how to configure workspace settings in CapLinked, a virtual data room platform. Most of these settings are designed to be set once and reused for future deals, making the setup process very efficient.
Key Workspace Settings Covered:
- Workspace Preferences: Toggle default daily notification emails for workspace members, and choose whether users land on the Overview tab or the Files tab when entering the workspace, and more (0:14-1:28).
- Q&A Options: Choose between classic Q&A or the new EZ Q&A feature, which lets a designated non-admin permission group respond directly to their fellow non-admins' questions — or disable Q&A entirely if your workspace doesn't need it (1:28-2:06).
- File Display & Security Controls: Hide file indexing and version badges/descriptions from non-admin members, and strengthen security by enforcing two-factor enrollment, requiring disclaimer signatures, and setting password expiration intervals for workspace members (2:06-4:25).
