Administrator Training

Step 19: Downloading Signed Disclaimers

If you require disclaimer documents, this module demonstrates how to download the officially signed copies for your records.

This video serves as a training module for administrators using the CapLinked platform, focusing on how to manage and retrieve signed disclaimer documents.

Key steps for downloading signed disclaimers:

  • Navigate to the Files tab: Access your workspace and click on the Files tab (0:17-0:19).
  • Locate Signed Disclaimers: In the left-hand navigation column, below the parent folder tree, select the option labeled Signed Disclaimers (0:22-0:32). This area contains a list of all disclaimer documents that have been acknowledged and electronically signed by workspace users.
  • Download the File: To obtain a copy of a signed document, click the blue drop-down arrow located on the right side of the specific entry and select Download (0:53-1:00).

This functionality allows administrators to easily pull signed records onto their local device, which is useful for verifying or sharing proof that a user has reviewed and accepted the required terms (0:47-1:08).

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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