${youtube}How to Upload Files, Folders and ZIP Files into your Secure Workspace

To begin, click 'Documents'.
This is the Documents Area. Here, you will find the upload feature in the grey panel on the left. To upload files please click 'Add Files' or 'Add Folder'.

| Click here if you do not see the upload feature.

Select which file(s) or folder(s) you would like to upload and then click 'Open'. 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.
The system will display a progress bar to indicate the progress of your upload.
When your files have finished uploading, the system will process them. The processing procedure will make sure your files are not corrupt, virus free and more. Most document

Question 2

Electronic signature

Accepted Answer

| The 'Document Signing' app works best with PDF documents.

To begin, right-click your document and select 'Sign Document'.
Select a name from the drop-down menu to request their signature. Just click the ‘+’ button to add more signatories. Next, click 'Request Signatures'. | Note: You can only select users who have been invited into this workspace. To learn how to invite users into your workspace, click here.
All signers will be sent an email, asking them to sign the document. The link will direct them immediately to the signing process.
Upon arrival, signers will click 'Start Signing Process’.
After reviewing the document users can drag and drop the 'Signature' field - on the right - onto the document, at the place where their signature should be applied. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/image

Question 3

Welcome to Safelink - The basics

Accepted Answer

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.

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/users/helpdesk/web

Question 4

How to set folder permissions

Accepted Answer

To edit your folder permissions, click 'Manage Workspace'.
Next, click 'Access and Permissions'.
Next, click 'Folder Permissions'.
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. ![](https://storage.crisp.chat/users/help

Question 5

How to add annotations

Accepted Answer

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.

Question 6

Downloading folders as a PDF

Accepted Answer

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.

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