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Document protection options

 

Firmex administrators can choose between three methods of delivering documents to their users:

  1. Keep documents online and in Firmex and display them using the Firmex Viewer.
  2. Allow users to download PDF and/or Office documents to their own computer and display them using their native applications while maintaining document protection options and document monitoring.
  3. Allow users to download documents to their own computer and display them using their native applications without document protection options or monitoring.

In this lesson you will learn about document protection options and the differences between the Firmex Viewer and downloaded documents. 

 

What are the Firmex document protection options?

Firmex offers document protection as an added layer of security and monitoring that can be applied to data room documents, both online through the Firmex Viewer and offline when downloading PDF and Office files to a user’s computer.

The options are:

  • Disable Save
    Allows users to view documents in Firmex Viewer, but cannot save.
  • Disable Print
    Prevents users from printing documents from Firmex Viewer or printing downloaded PDF and Office files.
  • Lock to Computer
    Once downloaded to a user’s computer, PDF and Office documents cannot leave the user’s computer. The document can only be opened on the computer on which it was first downloaded.
  • Expire Access
    The document cannot be opened once the document expiry date has been reached. If the user is allowed to download documents, Expire Access will only be applied to PDF and Office file types.
  • Enforce Watermark
    Documents in the Firmex Viewer and downloaded PDF and Office files will contain a watermark. Below is an example document with the the default watermark text applied. Click to enlarge.

Newer projects in Firmex support the document protection options listed above for downloaded PDF and/or Office files. In some older projects, only downloaded PDF documents may be protected. You can check which file types are protected in your project by going to the Settings tab > Document protection.
Mock-up.png

 

When is a plug-in required?

If a user is able to save a document to her own computer and the administrator has enabled document protection and monitoring (e.g. a document protection option like Lock To Computer), then the user will need to install a plug-in in order to view PDF and Office files on her own computer.

 

Can a user view a document online, as well as download?

Yes. Administrators may choose to enable the Firmex Viewer and allow a user to save documents to her own computer. The user may view the document online without the need to install a plug-in, and in their native applications once downloaded using a plug-in.

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