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Reviewing documents efficiently

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

The Documents tab

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

  1. Click on a directory (grey colored folder) to expand its contents
  2. A folder with blue text indicates that it contains documents
  3. 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 bulk download has been enabled by the Administrator, you can download more than one document at a time. Learn More.

 

Quick View

A Quick View is a listing of documents and folders in the data room. Quick Views may be sorted and filtered, giving you quick access to the information you want to see.

How Quick View filters work

From the Documents tab, under the Document Sharing or Due Diligence heading, click Quick View. There are three Quick View filters available to every user:

  • All
    Lists all documents in the directory.
  • New
    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 date range. 

quickview_all.gif

 

 

Filters

Filtering for folders and documents is a fast way of finding the information you want, while staying in the Documents tab.

To filter for an item, start typing in the Filter Folder or Filter Document area. Your results will begin to display as you type. When searching for folders, click on the result to jump to the location.

 

 

Sort documents by date added

Documents can be sorted by any of the columns available in the documents tab.

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

  1. Click on the Quick View > All filter
  2. Click on the column heading Date Added. If you don't see the column heading, you can click the Show/Hide Columns icon  above the document list.
  3. 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 Show Rows dropdown menu at the bottom right.

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