- Firmex Knowledge Base
- Firmex VDR Learning
Firmex Knowledge Base
Firmex VDR Learning
We’re here to help you make the most of Firmex, whether you’re setting up your first project or having trouble logging in. Look through the most common questions below, and use the navigation bar on the left to browse through topics.
New Administrator? Learn the basics
- Prepare for your project & what to expect
- Log in
- Start a new project & change the project name
- Multi-Tier Due Diligence
- Upload folders & documents
- Manage folders & documents
New User? Learn the basics
Advanced permissions and document protection
- Allowing access to only sub-folders
- Visibility of information in your project
- View your project as another group or user
- Document protection options
- Disable the Firmex Viewer
- Hiding folders and documents from users
Project and site security features
- Guest projects - Allowing guests to add users to a project
- Project status
- Setting Up Single Sign On (SSO) for your Firmex Subscription
- Setting up OneLogin for Firmex SSO
- Setting up Azure AD for Firmex SSO
- Setting up Okta for Firmex SSO
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
- Notify users regarding documents via email
- Communicating with your users
Email In Documents
Firmex VDR for iOS
Document Exchange for Desktop
Misc.
- Managing Groups
- Move/Copy Email Notifications
- Copy Project
- Deleting a project
- Smart upload with folder merge
- Questions and Answers (Q&A)
Product Updates
- Product Updates
- September 2017 Product Update
- July 2017 Product Update
- December 2016 Product Update
- October 2016 Product Update
- June 2016 Product Update
QUICK ANSWERS TO
Common Questions
How do I start a new project?
A project is the foundation of your Firmex site. It is the first thing you create - the shell where documents and users live.Read More
How do I bulk download?
Bulk download tools allow you to download some or all of the documents and folders in a Firmex project.Read More
Is there a file size limit?
Although there isn't a definitive maximum upload size for Firmex, there are best practices to ensure your data is uploaded smoothly...Read More
How to manage Firmex emails
There are 3 types of emails you may be receiving from Firmex: Document activity notifications…Read More
How do I reset a password?
While attempting to log in, you are prompted with the message stating “User credentials are invalid”.Read More
Can I add a confidentiality agreement?
A Project Administrator may post an NDA, disclaimer statement, terms of use, or confidentiality agreement document that a user must agree to…Read More
Knowledge Base
