Firmex VDR Learning

We’re here to help you make the most of Firmex, whether you’re setting up your first project or your fifth.

Documents

View & Download Documents

Add Documents & Folders

Manage Documents & Folders

Groups & Users

Add Groups & Users

Manage Groups & Users

Project Reports

Project Settings

Site-Level Functions

Projects (Site)

Users (Site)

Reports (Site)

Settings (Site)

New Administrator? Learn the basics

New User? Learn the basics

Advanced permissions and document protection

Firmex In Practice

Project and site security features

Customization, communication, and templates

Email In Documents

Firmex VDR for iOS

Document Exchange for Desktop

Misc.

Product Updates