Administrator Training

Step 17: Downloading Content

Learn the proper procedures for downloading files and folders directly from the CapLinked platform.

This video serves as a training module for CapLinked administrators, demonstrating the process for downloading files and folders from the platform's Virtual Data Room (VDR).

Steps to download content:

  1. Select items: Navigate to the Files tab. The download button will remain grayed out until you select specific folders or individual files (0:06-0:26).
  2. Configure download settings: Once items are selected, click the Download button. A view will appear displaying the file count, total size, and page count. You can opt to receive an email notification upon completion for large downloads and choose to convert non-PDF files into the PDF format (0:31-0:54).
  3. Finalize and save: Click the blue Download button to stage the files as a ZIP archive in the Download tab. Once staged, click the download button again to save the files to your local device (0:54-1:09).

Key Considerations:

  • Permissions: While the process for administrators and general users is largely the same, administrators have full access to the files. For standard users, if Digital Rights Management (DRM) is enabled, the system may automatically convert documents to PDFs to protect them (1:13-1:35).

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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