---
title: Welcome to Safelink - The basics
description: 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.
---
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1. [Knowledge Hub](https://help.safelinkhub.com/?hsLang=en)
2. [Getting Started](https://help.safelinkhub.com/getting-started?hsLang=en)
3. [Introduction to Safelink](https://help.safelinkhub.com/getting-started?hsLang=en#introduction-to-safelink)
# Welcome to Safelink - The basics
## 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.
---
---
Welcome to Safelink - The basics
1. This is your workspace homepage. To view the documents and folders in this workspace, click on **Documents**.
2. This is the folder view, where you can view all the folders and documents in your workspace. Click on a folder to open it.
3. Next, click on a document to view it.
4. You have various viewing options and document tools on the right in the document viewer.
5. To highlight document sections, click the **Highlight Tool** on the right, then drag and drop a box over the section you would like to highlight.
6. You can add a note to your highlight and share it.
7. You can share your notes with other workspace members or keep them private.
- **Only Me -** Keep your notes private. No other users can see the notes you add to the document.
- **My Group** - Share your notes with users in your Group. Group members are determined by Workspace Admins.
- **Everyone** - Share your notes with everyone in this workspace.
8. Hover over the grey bar.
9. **Grab and drag to reorder the documents.**
10. Documents in the new order.
11. Tick the box next to the documents you want to move.
12. Then, click **Move** from the Acton Toolbar.
13. Select the destination you wish to move the selected documents to.
14. Click **Move**.
15. Selected documents were moved to the selected destination.
16. Right-click the folder you want to number.
17. Select **Apply Numbering** from the context menu.
18. Then, you can select a Numbering Scheme, Numbering Order and Which items would you like to number. For more customization, you can click on Show more options.
19. By clicking the **Show more options** the Apply Numbering modal will expand below. Additional options like Numbering Rules, Numbering styles for and How would you like to customize your numbers can be set. After customizing the Numbering, click on the **Apply Numbering**.
20. Click **Show as Binder.**
21. Safelink will automatically generate a clickable index to help you navigate to different documents in your Binder. Click on the tabs to browse different sections or click on a page corner to leaf through the pages.
22. Click **Close** to go back to the Folder View.
23. Select a document in the folder view and click Export from the action toolbar.
24. Select the documents that you would like to download in the Folder View.
25. Click Export from the Actions Toolbar.
26. Before you download your folder, customise it! When you are ready to download your PDF, click Export.
Notes
- Who can see your annotations and highlighted sections determines which of the sharing buttons is selected. By default, each annotation is visible only to its author.
- This App must be enabled by a Workspace Admin for it to work.
- You can download the document in its original format or download it as a PDF with redactions and annotations.
- These are just the basics! The Safelink system has many different types of workspaces and apps to help you finish your projects and achieve your personal, client and company goals.
- [Getting Started](https://help.safelinkhub.com/getting-started?hsLang=en#main-content)
- [Introduction to Safelink](https://help.safelinkhub.com/getting-started?hsLang=en#introduction-to-safelink)
- [Getting Started with Your Account](https://help.safelinkhub.com/getting-started?hsLang=en#getting-started-with-your-account)
- [Documents Area Overview](https://help.safelinkhub.com/getting-started?hsLang=en#documents-area-overview)
- [Navigation & Interface](https://help.safelinkhub.com/getting-started?hsLang=en#navigation-interface)
- [Lexiti](https://help.safelinkhub.com/lexiti?hsLang=en#main-content)
- [Bundles](https://help.safelinkhub.com/lexiti?hsLang=en#bundles)
- [Chronology](https://help.safelinkhub.com/lexiti?hsLang=en#chronology)
- [Document Review](https://help.safelinkhub.com/lexiti?hsLang=en#document-review)
- [Managing Documents & Folders](https://help.safelinkhub.com/lexiti?hsLang=en#managing-documents-folders)
- [Lexiti FAQ's](https://help.safelinkhub.com/lexiti?hsLang=en#lexiti-faqs)
- [Billing & Subscription](https://help.safelinkhub.com/lexiti?hsLang=en#billing-subscription)
- [Managing Your Lexiti Workspace](https://help.safelinkhub.com/lexiti?hsLang=en#managing-your-lexiti-workspace)
- [Expero Virtual Data Rooms](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#main-content)
- [Getting Started](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#getting-started)
- [Upload](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#upload)
- [Managing Documents & Folders](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#managing-documents-folders)
- [Working with Documents](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#working-with-documents)
- [Download](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#download)
- [Managing Your Data Room](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#managing-your-data-room)
- [eReview | Document Review | Litigation](https://help.safelinkhub.com/ereview-document-review-litigation?hsLang=en)
- [Using Workspace (General)](https://help.safelinkhub.com/using-workspace-general?hsLang=en#main-content)
- [Workspace Navigation & Views](https://help.safelinkhub.com/using-workspace-general?hsLang=en#workspace-navigation-views)
- [Uploading Documents & Folders](https://help.safelinkhub.com/using-workspace-general?hsLang=en#uploading-documents-folders)
- [Managing Documents & Folders](https://help.safelinkhub.com/using-workspace-general?hsLang=en#managing-documents-folders)
- [Working with Documents](https://help.safelinkhub.com/using-workspace-general?hsLang=en#working-with-documents)
- [Downloads & Exports](https://help.safelinkhub.com/using-workspace-general?hsLang=en#downloads-exports)
- [Authentication & Access](https://help.safelinkhub.com/using-workspace-general?hsLang=en#authentication-access)
- [Reports](https://help.safelinkhub.com/using-workspace-general?hsLang=en#reports)
- [Managing Workspace (General)](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#main-content)
- [Workspace Setup](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#workspace-setup)
- [User Management](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#user-management)
- [Groups & Permissions](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#groups-permissions)
- [Workspace Security](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#workspace-security)
- [Workspace Administration](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#workspace-administration)
- [Workspace Management Reports](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#workspace-management-reports)
- [Managing Licence](https://help.safelinkhub.com/managing-licence?hsLang=en#main-content)
- [Licence Users & Access](https://help.safelinkhub.com/managing-licence?hsLang=en#licence-users-access)
- [Licence Settings](https://help.safelinkhub.com/managing-licence?hsLang=en#licence-settings)
- [Security & Authentication](https://help.safelinkhub.com/managing-licence?hsLang=en#security-authentication)
- [Workspace Management](https://help.safelinkhub.com/managing-licence?hsLang=en#workspace-management)
- [Global Reports](https://help.safelinkhub.com/managing-licence?hsLang=en#global-reports)
- [Invoice & Billing](https://help.safelinkhub.com/managing-licence?hsLang=en#invoice-billing)
- [Safelink Apps and Features](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#main-content)
- [Annotations](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#annotations)
- [Watermarks](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#watermarks)
- [Redaction](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#redaction)
- [Search](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#search)
- [Secure File Transfer](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#secure-file-transfer)
- [Numbering](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#numbering)
- [Micro-Blog App](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#micro-blog-app)
- [Language Translation](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#language-translation)
- [Two-Phase Approval](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#two-phase-approval)
- [Labels & Custom Fields](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#labels-custom-fields)
- [Secure Mail](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#secure-mail)
- [Magic Columns](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#magic-columns)
- [Mentions](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#mentions)
- [Terms](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#terms)
- [Electronic Signature](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#electronic-signature)
- [Duplicates](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#duplicates)
- [Spreadsheet Viewer](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#spreadsheet-viewer)
- [Q&A](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#qa)
- [Task & Events](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#task-events)
- [API & Integrations](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#api-integrations)
- [Ask Alex](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#ask-alex)
- [User Settings](https://help.safelinkhub.com/user-settings?hsLang=en#main-content)
- [Account Security](https://help.safelinkhub.com/user-settings?hsLang=en#account-security)
- [Profile Settings](https://help.safelinkhub.com/user-settings?hsLang=en#profile-settings)
- [Notification Settings](https://help.safelinkhub.com/user-settings?hsLang=en#notification-settings)
- [FAQ's](https://help.safelinkhub.com/faqs?hsLang=en)
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