Onboarding For Firmex Guest Users

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Whether you’ve used our data room before or if it’s your first time here, we’re here to help. We know you’re busy, which is why you can reach us 24/7 and we’ll help you accomplish whatever you need to do in the data room.

By the end of this guide you'll be able to:

  • Log in to your Firmex project
  • Get an overview of the Firmex user interface
  • Understand how to efficiently review information, including bulk download when available

Your invitation email and logging-in for the first time

Everyone that is invited to a Firmex project will receive an email containing a link to set their password. This email invitation is valid for 7 days. If you have not received your password, or if the invitation is no longer valid, please contact Firmex Support

Learn more about logging in to your project.

How to review documents efficiently

There are multiple tools available to help you with your document review process.

Learn more about reviewing documents efficiently

Bulk download documents

If the bulk download feature has been enabled by your hosts, you will be able to download the contents of the entire project in a single action. Depending on how the data room has been set up by your hosts, certain features like document printing, watermarking, and bulk downloading may be enabled or disabled. If there’s a feature you need access to but think you might be missing, contact us and we’ll put you in touch with the project’s administrator.

Learn more about bulk downloading documents.







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