Quick View
Quick Views allow you to quickly view all new and unread documents and folders in the data room. Quick Views may be further sorted and filtered to help you find the information you want to see.
How Quick View works
Expand the Quick View menu on the Documents tab under the Document Sharing or Due Diligence heading. There are four Quick Views available to every user:
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All Documents
Lists all documents in the directory. -
New Documents
Lists newly uploaded documents since the user’s last login. -
Unread Documents
Lists documents the user has not yet viewed or downloaded. -
New Since
Lists all documents added to the project within a specified date range.
Filters
Filtering for folders and documents is a fast way of finding the information you want without leaving the Documents tab.
Start typing in the Search folder name or Search this folder area to filter for an item. Your results will begin to display as you type. When searching for folders, click on the result to jump to the location.