Document Management
Discover how to master document management with ease. This quick guide demonstrates how to upload folders using simple drag-and-drop or system uploads. Learn how to organize your workspace, rename folders and apply Digital Rights Management (DRM) settings. It also covers secure sharing options using email, phone numbers and advanced authentication. Finally, see how to edit files, download them as originals or with watermarks, and manage temporary or permanent deletions.
More Features

Partner Export Logs
Learn how data room administrators can filter and export detailed user activity logs into an organized Excel spreadsheet.
August 4, 2026
Activation and Login
This video explains how to activate a new user and login to the system.
May 2, 2024
Folder and File Permission
Learn how to assign, adjust, and export reports for user group and file-level permissions in your secure data room
November 30, 2023
Timefox
Discover how to use the TimeFox admin module to track user document viewing history, monitor page-level activity and easily calculate billable hourly rates.
November 30, 2023