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Step 07: Moving Files and Folders

Learn how to efficiently move folders and files within the CapLinked platform, which is especially useful after receiving client files.

This video demonstrates how to reorganize files and folders within a CapLinked Virtual Data Room, a common task after receiving new client uploads.

  • Moving a Folder: Select the checkbox next to a folder in the main Files view, click Move/Copy, choose the destination folder from the side panel, and confirm the move to relocate it into the correct location (0:13-0:39).
  • Adjusting Folder Order: Open the folder's action menu and select Edit Index, then enter a new number to reposition it relative to the other items already in that folder (0:39-0:52).
  • Deleting a File: Check the box next to an unneeded file, click Delete, and type "delete" to confirm permanent removal (0:52-1:07).

Step 1: Workspace Basics

2:33

Step 02: Uploads & Setting Permissions

3:19

Step 03: Customizing the Overview Tab

1:57

Step 04: Configuring Workspace Settings

4:25

Step 05: Adding Disclaimers

1:46

Step 06: Assigning Disclaimers

1:09

Step 07: Moving Files and Folders

1:11

Step 08: Uploading Documents

1:40

Step 09: Adding Metadata Descriptions

0:38

Step 10: Creating User Groups and Setting Permissions

2:12

Step 11: Protecting Downloaded Documents

2:26

Step 12: Managing Group Members

3:26

Step 13: Selective Download and Edit Permissions

2:46

Step 14: Messaging and Announcements

2:34

Step 15: Managing Q&A

2:25

Step 16: Reviewing Activity Reports

3:19

Step 17: Downloading Content

1:42

Step 18: Bulk Downloading

0.50

Step 19: Downloading Signed Disclaimers

1:17

Step 20: Using the Trash Bin

0:54
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