Firmex VDR Learning

Documents

View & Download Documents

• Bulk download documents
• Firmex Viewer - View Documents Online
• Bulk Download (Zip File)
• Quick View Filters

Add Documents & Folders

• Upload Documents - Drag-and-Drop
• Add Folders - Manually
• Upload Documents - Email In Setup and Use
• Import a folder structure via spreadsheet
• Optical Character Recognition (OCR) FAQ

Manage Documents & Folders

• Firmex Redact
• Notify Users and Copy Link - Manual Email Notifications
• Read and Unread Documents
• Move, Copy, and Reorder Documents And Folders
• Visibility of information in your project

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Groups & Users

Add Groups & Users

• Add And Invite Users
• Add A Group & Set Default Permissions
• Add Users - Unassigned Users

Manage Groups & Users

• Deactivate and Remove Groups and Users
• Move Users Between Groups
• Copy Group
• Change Default Group Permissions
• View your project as another group or user

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Project Reports

• Exporting a List of Users in a Project or Site
• Report: Document Activity % Accessed
• Report: Document Activity Most Active
• Report: Document Activity by User
• Report: Document Activity Email Notifications
• Report: Log In Activity By User

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Project Settings

• Settings (Project) Watermark Configuration
• Settings (Project) Document Protection
• Settings (Project) Personalization
• Settings (Project) Additional Info
• Settings (Project) Options
• Settings (Project) Terminology

Site-Level Functions

Projects (Site)

• Guest projects - Allowing guests to add users to a project
• View Archived Projects
• Copy Project
• Delete A Project
• Create A New Project

Users (Site)

• Remove Or Archive Users From Firmex Site
• Add Site-Level User
• Setting Up Single Sign On (SSO) for your Firmex Subscription
• Two-Factor Authentication (TFA)
• Advanced password control

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Reports (Site)

• Report: Storage Use By Project
• Report: Site Activity By User
• Report: User Activity By Project
• Report: Firmex Support Activity
• Report: Log In Attempts

Settings (Site)

• Settings (Site) Terminology
• Settings (Site) Options
• Settings (Site) Personalization

Guide To Q&A

Q&A Setup

• Q&A - Before You Get Started
• Q&A - Setting Up Q&A
• Q&A Setup - Question Groups
• Q&A Setup - Answer Group
• Q&A Setup - Categories, Instructions, and Options

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Question Side

• Q&A - Question Author Guide
• Q&A - Question Coordinator Guide

Answer Side

• Q&A - The Answer Group - Answer Coordinator Guide
• Q&A - The Answer Group - The Expert Guide
• Q&A - The Answer Group - Approver Guide

Q&A Reports & Archive

• Q&A - Ending Q&A and Reports

New Administrator? Learn the basics

• Prepare for your project & what to expect
• Log in
• Multi-Tier Due Diligence
• Upload folders & documents
• Manage folders & documents
• Reports & listings

New User? Learn the basics

• Log in & view documents
• Reviewing documents efficiently
• Using search
• Table of contents & data room index
• Explore Folder - Firmex Viewer

Advanced permissions and document protection

• Allowing access to only sub-folders
• Document protection options
• Disable the Firmex Viewer
• Hiding folders and documents from users
• Firmex permission guide
• Firmex permission guide (migrated projects)

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Firmex In Practice

• Investor Reporting - Firmex In Practice
• Project Staging - Firmex In Practice

Project and site security features

• Project status
• Using an Authenticator App to Log In to Firmex VDR
• Enabling Two-Factor Authentication for Multiple Users
• Firmex Support Activity Report
• Log in flow to multiple Firmex sites
• Setting up OneLogin for Firmex SSO

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Customization, communication, and templates

• Asking users to sign an NDA, terms of use, or confidentiality agreement
• Status, Tags, and Comments
• Numbering settings and schema
• Login page appearance & site logo
• Communicating with your users
• Firmex in French – Changing language preference

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Email In Documents

• How to set up Email In
• How to email in or forward in a document
• Email In FAQ

Firmex VDR for iOS

• What is Firmex VDR for iOS
• Log in to Firmex VDR for iOS
• Navigating Firmex VDR for iOS
• Offline Vault in VDR for iOS
• Search Firmex VDR for iOS

Document Exchange for Desktop

• What is the Document Exchange for Desktop?
• Download the Document Exchange for Desktop
• Bulk download using the Document Exchange for Desktop

Misc.

• Managing Groups
• Move/Copy Email Notifications
• Smart upload with folder merge
• Questions and Answers (Q&A)
• Q&A Guide (Question Side)
• Document versions

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Product Updates

• Product Updates
• September 2017 Product Update
• July 2017 Product Update
• December 2016 Product Update
• October 2016 Product Update
• June 2016 Product Update

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