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The Basics
Learn to view, move, arrange and use the other Document tools like a pro!
How to upload files
Use the upload feature in the Documents Area to upload files into your workspace. Upload permissions must be enabled by a Workspace Admin in order for this to work. To begin, click 'Documents'. This is the Documents Area. Here, you will find the upload featur
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Downloading folders as a PDF
Safelink can build a single PDF file containing all of the documents in a folder. You can add an index page and number the pages. Make sure you have 'Folder Admin' permissions enabled to download folders and documents. The surface view app will need to be enabled by a Workspace admin in order for this feature to work. Click the 'Documents' tab. Find the folder you would like to download as a
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How to reset a forgotten password
How to reset a forgotten password Click 'Sign In' from the Safelink home page. Click 'Forgot your password?'. Enter your email address for Safelink.  Click the 'Trash Bin' icon to remove indi
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How to upload folders
Use the upload feature in the Documents Area to upload files into your workspace. Please check with your Workspace Admin to make sure you have upload permissions. To begin, click 'Documents'. This is the Documents Area. The upload feature is in the grey panel
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Binder view navigation
Safelink will automatically generate a click-able 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. You can use the 'Navigation' panel as a shortcut to open the documents and sub-folders. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/binder-vi
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Document view and document tools
Click on a document in the documents area to view its contents. You will have different document tools available to you depending on the workspace you are using. To begin, click on a document to open it. The panel on the left contains apps which have been enabled by your Workspace admin to help you interact with your document. ![](https://storage.crisp.chat/users/helpdesk/website
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How to download your basket
You can add a selection of documents to a basket and download them all at once as a PDF or ZIP. Open your workspace and go to the 'Documents' tab. Select 'View My Basket' from 'Your Basket' Menu. 'Your Basket' page will open. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/bask
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How to empty the trash
Only Workspace Admins can empty the trash. Open your workspace and click the 'Manage Workspace' button. Open the 'Trash' tab. Select 'Empty Trash' from the Actions Menu. Click 'OK' in the conf
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How to tag individual documents
Workspace Admins can set up custom fields to tag and add meta data to documents. Once these fields have been set up, users can review and classify documents. To begin click the 'Documents' tab. Find and open the document that you would like to classify. ![](https://storage.crisp.chat/users/helpdesk/websit
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How to bulk tag documents
You can use the search app' in Safelink to find and then tag multiple documents in one go. Bulk tagging works in both the Search Wizard and Power Search. Both the Search and Document Coding apps must be turned on in order for this to work. Click the 'Search' tab. Click the 'Search Wizard' or 'Power Search' tab. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/image_uaxve4.
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How to redact document sections
You can redact document sections using the redaction app. This app must be turned on by a Workspace manager in order for it to work. Click on a document to open it in the document view. In the document view, select the redaction tool. Drag and drop a box over the section of the document you would lik
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