Step 1: Workspace Basics

This video serves as an introductory training module for using the CapLinked virtual data room platform. It walks through three core administrative tasks for getting a new workspace ready: renaming the workspace, uploading a custom logo, and inviting administrators.

• Renaming your workspace: Navigate to the Settings tab, edit the workspace name field, and save the change (0:44 – 0:58).
• Customizing your workspace logo: Open the Workspace Logo tab under Settings, upload a new image, crop it to size, and save it to replace the default CapLinked briefcase icon (0:59 – 1:20).
• Managing administrators: Go to the Permissions tab, review existing members and admins, then invite a new admin from your contacts and send the invitation while in Draft Mode (1:21 – 2:33).