Administrator Training

Step 18: Bulk Downloading

See how to download all accessible folders, sub-folders, and files at once, complete with an accompanying index report.

This video from the CapLinked administrator training series (Module 18) demonstrates how to download all content from a virtual data room workspace. This process is useful for finalizing a deal or fulfilling regulatory requirements.

Steps to download all content:

  • Select all folders: You can select the top-level line item to highlight every folder in your workspace (0:17-0:21).
  • Use the download menu: Alternatively, click the drop-down arrow located next to the main download button to select the 'Download all files' option (0:21-0:33).
  • Include an index report: You can also choose to download an index report, which provides a comprehensive list and mapping of all the files included in your download (0:33-0:42).

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
Get Started

Discover CapLinked’s 14-day Free Trial

Sign up for our 14-day free trial and see how our platform makes document sharing, collaboration, and deal management easier than ever.