How do I reset a password? Where is the login page? How do I bulk download? Is there a table of contents?

Offline Vault in VDR for iOS

The Offline Vault is a secure space within the Firmex VDR for iOS app that lets you access data room documents even when you are not connected to the Internet.

Choosing a Vault passcode

Access to your Offline Vault is controlled by a six digit passcode associated with your Firmex account. After logging in for the first time you will be prompted to enter a six digit passcode that you will use to access your Offline Vault.

To reset or update your passcode

  1. Connect your iOS device to the Internet with Wi-Fi.
  2. Log in to the Firmex VDR for iOS app.
  3. Tap Menu > Settings > Reset Passcode.
  4. You will need to enter your existing passcode in order to choose a new passcode.

To access files in your Offline Vault

  1. Log in to the Firmex VDR for iOS app.
  2. Tap Menu > Offline Vault.
  3. The files in your Offline Vault are displayed and divided by Firmex site and project. Tap a filename to view it.

To add files to your Offline Vault

There are two ways of saving a file to your Offline Vault:

Inside a document view

 

Inside a folder view

 

  1. Log in to the Firmex VDR for iOS app.
  2. Find the file you want to add to your vault. On an iPhone, tap the menu button (down arrow) to the right of the document and select Save File for Offline. on an iPad, tap the Download button next to the filename to add it to your vault. Or,
  3. Tap a filename to open it. Once the file is open tap Download to add it to your vault.

Managing your Offline Vault

  • Remove file: In your Offline Vault tap the trash icon next to a filename to remove it from your vault.
  • Clear Vault: In your Offline Vault tap Clear Vault to remove every file from your vault.
  • File information: In your Offline Vault tap the info icon (i) next to a filename to view the file’s information.

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