Question 1

Welcome to Safelink - The Basics

Accepted Answer

Basic User Guidance

Welcome to Safelink! This guidance document will teach you the basics. Note that your workspace may look a little different depending on which type of workspace you are using and which apps have been enabled by your workspace admin. We hope you enjoy using the system and find the following information helpful.

How to View a Document in your Workspace

This is your workspace homepage. To view the documents and folders in this workspace, click on 'Documents'.
This is the folder view, where you can view all the folders and documents available to you in your workspace. Click on a folder to open it.
Next, click on a document to view it.
In the document viewer, you have various viewing options and document tools available to you on the right.

How to Apply an Annotation

You can click anywhere on the document to drop a pin and add a note.
You can type your note into the text field on the grey toolbar at the bottom and then view it on your document. ![](https://storage.crisp.chat/u

Question 2

How to Add Annotations

Accepted Answer

How to Add Annotations

You can drop a pin, highlight or use the scribble tool to add annotations to your document. You can keep these annotations private, share them with your group or share them with all the users of your workspace. These apps must be enabled by a Workspace Manager in order for them to work.

You can click anywhere on the document to add an annotation or use the Marker tool on the right to drop a pin. You can enter a note into the text field on the grey toolbar at the bottom. This note will appear on your document. If you would like to remove your annotation, click the rubbish bin on the right to remove it.
Click the Highlight tool on the right then drag and drop a box to highlight a section of your document.
Click the Scribble tool on the right then click and hold to draw on your document.
Click 'Close' at any time to return to the Folder View.

You might also find these articles helpful: How to Share Annotations

Question 3

How To Upload Files

Accepted Answer

How To Upload Files

You can upload files into your workspace using the Upload feature. Please check with your workspace admin to make sure that you have the right permissions to upload in Safelink.

Open your workspace and go to the 'Documents' tab.

You can find the Upload Menu in the grey panel on the left. To upload files please click the 'Add Files' button.

Select the file or files that you would like to upload and click 'Open' to start uploading. You can select multiple files.

Windows

Mac

If you are using Google Chrome you can drag and drop a file or folder directly onto the page and it will begin uploading automatically. This works on both Mac and Windows.

The system will display a progress bar to indicate the progress of your upload.

You will see the files in the folder view once the upload is complete. The documents can be viewed immediately after uploading. However, in order to search the documents, processing must have been completed. You will know the processing is comple

Question 4

How To Set Folder Permissions

Accepted Answer

How To Set Folder Permissions

Workspace Admins can control which users can rename, delete, view, print, download, upload and view watermarks on documents. These permissions can be customised for individual users or groups.

To find the Folder Permissions screen, click the 'Manage Workspace' tab.
Next, click the 'Access and Permissions' tab.
Next, click the 'Folder Permissions' tab.
On the Folder Permissions screen, you can edit permissions for individual users and groups within this workspace. This first set of buttons, represents the 'Default Permissions for all Users and Groups'.

Green buttons represent a permission or action a default user has or can perform.
Red buttons represent a permission or action a default user does not have or cannot perform.

Note: If you hover your cursor over a button, Safelink will prompt a message to inform you what Default users can or cannot do.

You can set folder permissions for a specific group by clicking the drop down menu, then select which Group’s permissions you’d

Question 5

Downloading Folders as a PDF

Accepted Answer

Downloading Folders as a PDF

Safelink can build a single PDF file containing all of the documents in a Folder. You also have the option to create an index page and number the pages.

Click the 'Documents' tab.
Find the folder you would like to download as a PDF and click select 'Download as PDF' on the right.

Please note that all the documents in the subfolders will also be included.

Before you download your PDF, you can customise it. Select the PDF options relevant to you then click 'Continue'.
Safelink will automatically build your PDF according to your specifications.

Building bigger folders/files will take some time to build.

Once your PDF is ready, you can either download the report or save it to your room.
Open your PDF and to view your documents.

Make sure you have the necessary permissions enabled to download folders and documents. The Surface View app will need to be enabled for this feature to work.

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Question 6

How to Reset a Forgotten Password

Accepted Answer

How to Reset a Forgotten Password

Click 'Sign In' from the Safelink home page.

Click 'Forgot your password?'.

Enter your email address for Safelink.

If you have been issued with a secure token, please insert it now and press the button to complete the authentication. Please leave the field blank if you have not received a token.

Click 'Continue'. An email will be sent to you with the instructions on how to complete the password reset process.

From your inbox, open the Safelink Forgotten Password Confirmation email and click 'Verify my email address'.

A window asking for a new password will open. Please enter your new password here.

_Choose a password that contains at least 8 characters with upper and lower case letters, numbers and symbols. Valid symbols include !, @, #, $, %, ^, & *, brackets and punctuation. Password complexity can

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