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Articles on:Apps
Apps are custom tools designed to help you accomplish your project goals.

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  • Getting Started
  • The Basics
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  • Apps
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  • Bundling Workspace
  • Document Review
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  • Baskets app
    Add documents to a basket then view, download or export them all at once. How to add documents to your basket How to view and remove documents from the basket How to [download yoSome readers
  • Notes app
    When the Notes app is enabled, users can use the marker tool or click anywhere on the document to drop a pin and add a note. Users can keep their notes private or choose to share their note with their group or share it with everyone in the workspace. You can click anywhere on the document to add a note or use the the marker tool to drop a pin on the right. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/image_1r6s7c9.Some readers
  • How to use power search
    You can use the power search to search for documents or other items of interest in your workspace. The power search can be helpful if you would like to search your workspace generally and forgo entering specific details into the search wizard. Click 'Search'. Click 'Power Search'. Enter your search quSome readers
  • Documents app
    When the documents app is enabled, users will have access to the 'Documents' tab. If this app is not enabled workspace functionality becomes very limited. If you have a very specific project requirement, we recommend asking for assistance from Safelink Support. This is the folder view screen which is enabled by turning on the 'Documents' tab. This is where users can upload files and folders, creatSome readers
  • Previews app
    When the previews app is enabled, users can hover over document titles in the folder view to view a small visual preview their documents. This must be turned on by a workspace admin in order for it to work. Hover your cursor over a document title. This will prompt a small visual preview of the document to appear. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/image_15zSome readers
  • Duplication app
    Automatically detect potential duplicate documents and allow users to confirm or otherwise Document de-duplication Workspace admin - Duplicate document detection and removalSome readers
  • Micro-blog app (How to share an update)
    When the Micro Blog app is enabled, users have the ability to share a status update on the workspace homepage. This app is helpful for communicating messages within your secure environment. The News Feed and Micro Blog apps must both be turned on in order for this to work. Type your message into the text field and click 'Share this Update'. Your message will be displayed on the workspace homSome readers
  • Newsfeed app
    When the news feed activity app is enabled, users can view new documents added to your workspace on the workspace homepage. The news feed is personalised to each user, so only items you are permitted to see will be shown.Some readers
  • Electronic signature app
    Allow room managers to send signature requests on documents. Please note that enabling the e-signature app will incur a charge per signature, please contact our Support Team for details. Electronic signatureSome readers
  • What's changed app
    What's changed report, allows any user to see which documents have been added, moved or deleted since they last logged in, subject to the permissions they have. Be careful: if a document is uploaded accidentally, deleting it will leave a trace. What's changed reportSome readers
  • Redaction app
    Redact sensitive information from documents manually or using a keyword search How to highlight, annotate and apply redactions to your documents [How to expose a section with a rSome readers
  • Search app
    Search capability for finding documents, folders and other items. How to use the search wizard How to use power search [How to save a search](https://help.safelinkhub.com/en/article/Some readers
  • Binder view app
    Show your documents within interactive binders. How to view your folders and documents in a virtual binder Binder view navigationSome readers
  • Folder Grid View app
    Enable the tabular view option in folder view. Grid View - The Basics Grid View - Actions and the Action Toolbar Grid View - View SettingsSome readers
  • Numbering app
    Add numbering to documents and folders. How to set up numbering for your workspace How to clear and reapply numbering [How to clear numbering](https://help.safelinkhub.com/en/article/hSome readers
  • Surface view app
    When the surface view app is enabled, users can view their documents as large scrollable PDF's. This app must be turned on in order to use any of the document tools such as highlights, pins, notes and redactions. This app can be turned on and off by a workspace admin. When the surface view app is enabled documents will appear in the document view.Some readers
  • Watermarks app
    Apply watermarks to downloaded documents where possible. How to set up watermarksSome readers
  • Micro-blog app
    Allow users to enter short messages that will appear on the home screen (not unlike a 'Wall'). Micro-blog app (How to share an update)Some readers
  • Licence app templates app
    In the Bundling workspace, users can apply sample and licence templates. Users will have the option to choose one of our sample cover sheets and edit its contents or create a custom bundle coversheet, inside cover card, spine insert and index header for your bundle binder. [How to add, create and edit your bundle coversheet templates](https://help.safelinkhub.com/en/article/how-to-add-create-and-Some readers
  • Bundling tools app
    Users can create a bundle in a Litigation workspace and a Bundling workspace. Construct bundles with automatic page numbering, index and cover pages. Litigation workspace - Create a new bundle [Bundling workspace - The basics](https://help.safelinkhub.com/en/article/how-to-build-a-court-bunSome readers
  • Split documents app
    Allow users to split documents into two parts. How to split a documentSome readers
  • Expanded activity listing app
    Show more information in the activity listing by not grouping documents together. Each new document gets its own entry in the activity list. When the expanded activity listing app is not enabled, document activity is grouped together: When the expanded activity listing app is enabled, each new documeFew readers
  • Outlines app
    Bring together a list of pinned or highlighted documents that you can step through or export. How to create a new outline How to view an outline [Add new entries to an existing outline](https://help.safelinkhub.cFew readers
  • Secure Mail app
    Closed-circuit mail for sending secure encrypted messages. Messages can include attachments of any size (including whole folders) and never leave our servers. When you send a message, recipients receive a notification via real email. Secure mailFew readers
  • Document coding (metadata) app
    Set up classification schemes and classify documents quickly. Setup coding fields How to tag individual documentsFew readers
  • Timed access app
    Allow a submission deadline to be specified for each user. After the deadline, no further documents or folders can be uploaded. How to set timed access for users and groupsFew readers
  • Q&A app
    Accept general or document-specific questions and respond to them in a controlled way. Q&AFew readers
  • Follow the leader app
    Allow users to share their movement through the documents and allow others to follow them. Follow the leaderFew readers
  • Two Phase Approval app
    Require approval from an authorised user when adding or removing documents or folders. How to set up workspace security Log in security options SMS two-factor authentication - User view [Two-factor authentication using an autheFew readers
  • Detailed tracking app
    Capture detailed information when documents are viewed, including how long the viewer stays on each page where possible. Detailed trackingFew readers
  • Data Room Index app
    Make a Data Room Index available to all members of the workspace, not just Workspace admins. Data room indexFew readers
  • Send via secure mail app
    Allow users to quickly send documents or folders to others using Secure Mail How to send file via secure mailFew readers
  • Tasks & Events app
    Create tasks and events, and view them on a calendar Tasks & eventsFew readers

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