Reviewing documents efficiently

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This article outlines how to review documents efficiently in your Firmex data room.

Video: 5 tips to speed up document review

The Documents tab

When you first log into a project, you will be presented with the Documents tab:

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Click on an index/directory to expand its contents
A folder with blue text indicates that it contains documents
Left-click the document name to view it in your browser or Right-Click and choose Download to download the document to your computer.

If the Administrator has enabled bulk download, you can download more than one document at a time. Learn More.

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:

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.

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Filtering

Filtering for folders and documents is a fast way of finding the information you want without leaving the Documents tab.

Filtering for Folders

Start typing a folder name in the 'Filter by folder name' box at the top of the Folder Tree. Your results will begin to display as you type, and you can click on the result to jump to that location.

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Filtering for Documents

Start typing a document name in the 'Search this folder' box above the Documents Table. The table will filter with results.

You can also use this search box to filter for the following. You can filter in the All Documents Quick View to search all documents available to you in the project:

File Type - Type the abbreviations (ie. xls, pdf, doc, etc.) to bring up specific file types
Status - Type the Status names to see documents with certain Statuses

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Sorting

Documents can be sorted by most of the columns in the Documents tab.

A popular use of this feature is to find all the documents added from a certain date. To do so:

Click on the Quick View > All Documents filter
Click on the column heading Date Added. If you don't see the column heading, click the Columns option above the document list to add it from the dropdown.
Documents are now sorted by the date they were added to the data room. You can scroll through the pages to find the date you're interested in. If there are a lot of documents, you can increase the visible rows by changing the Rows per page dropdown menu at the bottom left.

Note about dates & time zones:

By default, Firmex detects and displays your own time zone based on your location. This means that any time you see a time zone in the product - whether in a report, a watermark, or an 'upload date' column - you can be certain that you are seeing the date in your own time zone.