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• How To Upload Files

  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. ![](https://storage.crisp.chat/uVery popular

• Downloading Folders as a PDF

  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.Very popular

• How to Reset a Forgotten Password

  How to Reset a Forgotten Password Click 'Sign In' from the Safelink home page. 2. Click 'Forgot your password?'. Enter your email address for Safelink. _If you have beeVery popular

• How to Sort Documents

  How to Sort Documents Go to the 'Documents' tab and open the folder that contains the documents that you would like to arrange. Click 'Standard Sort Order'. Available sort options will appear in the dropdown list. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4Very popular

• How to Change Your Password

  How to Change Your Password Open the 'My Detail' page by clicking on 'My Profile'. Select the 'Change Password' tab at the top or click 'Change Password' from the Actions Menu. Enter your current password. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/chPopular

• How to Arrange Documents in a Folder

  How to Arrange Documents in a Folder You can arrange documents in your folder. You can arrange and reorder the documents of your folder by clicking 'Arrange Documents' in the Actions Menu. Next, click the arrange icon, then drag and drop your document to reorder it. Lastly click 'Finish Arrangement' when yPopular

• How To Download as Zip

  How To Download as Zip 'Download as Zip' will download all the folders, sub-folders and documents into a compressed file. The folder structure will be preserved and documents will remain in their original formats, however redactions, pins, notes and highlights will not be retained. Open your workspace and go to the 'Documents' tab. Open the folder that contains the document/s that you wouldPopular

• Document Tools and Navigation

  Document Tools and Navigation Use Document Tools within the Document View to manage your document's display, navigate or skip to a specific page, add highlights, redact document sections and add annotations. The Document Tools available to you will depend on which workspace type you are using and which apps have been enabled by your Workspace Admin. Document Tools are located in the Document View on the right. Document View side-bar Click this button to hide the side bar Click thiPopular

• How to Delete a File

  How to Delete a File Open your workspace and go to the 'Documents' tab. Select the document or folder that you would like to delete. Click 'Delete Items' on the bottom. _You can also right-click on tPopular

• How to Upload Folders

  How to Upload Folders You can upload a folder or multiple folders 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 a folder please click the 'Add Folder' button. ![](Popular

• How to Tag Individual Documents

  How to Tag Individual Documents To begin click the 'Documents' tab. Find and open the document that you would like to classify. You can find the 'Classification Menu' in the Sidebar. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/2019-10-01_1-58-29_e4vy9Some readers

• How to Number an Individual Folder and its Documents

  How to Number an Individual Folder and its Documents You can use the Numbering app to automatically number the documents in a folder. This app must be enabled by a Workspace Admin in order for it to work. To begin click the 'Documents' tab. Next, right-click a folder and select 'Numbering'. You can also right-click the folder in the folder tree on the left. ![](https://storage.crisp.chat/users/heSome readers

• How to View a Document

  How to View a Document Open your documents in Safelink to review their contents, create and share annotations, add redactions and highlights and add tags to classify your documents. Open your workspace and go to the 'Documents' tab. Find and click the file name of the document that you would like to view. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/2019-Some readers

• How to Set Up Custom Fields for Tagging and Coding

  How To Set Up Custom Fields for Tagging and Coding When the 'Document Coding' app is enabled, Workspace Admins will gain access to the 'Coding' tab. Workspace Admins can create a customised set of fields which can be used to tag and add metadata to documents when using Safelink's Classification Wizard to classify documents. Click 'Manage Workspace' to open your workspace settings.Some readers

• How to Add Documents to Your Basket

  How to Add Documents to Your Basket Baskets allow users to download selected documents from multiple folders and download them all at once. Open your workspace and go to the 'Documents' tab. Open the folder and tick the box next to the documents you would like to add to your basket. Select 'Add DoSome readers

• How to Change Your Numbering Style

  How to Change Your Numbering Style Open your workspace and go to the 'Documents' tab. Right-click the folder that contains the documents that you would like to number. Select 'Numbering' from the menu. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/20Some readers

• How to View your Folders and Documents in a Virtual Binder

  How to View your Folders and Documents in a Virtual Binder You can view your folders and documents in a virtual binder. A Workspace Admin will need to enable the 'Binder View' app for this to work. To begin, click the 'Documents' tab. Next, right-click a folder you would like to view as a binder. Next,Some readers

• How to Recover Deleted files

  How to Recover Deleted files Only workspace admins can recover deleted files. Open your workspace and click the 'Manage Workspace' button. Go to the 'Trash' tab. Locate the file that you would like to restore and click 'Recover'. ![](https://storage.crisp.chat/users/helpdesk/website/Some readers

• How to Empty the Trash

  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.Some readers

• How to Remove Numbering

  How to Remove Numbering Open your workspace and go to the 'Documents' tab. Right-click on the folder containing the documents you would like to remove numbering from. Select 'Numbering' from the menu. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/2019-Some readers

• How to Bulk Tag

  How to Bulk Tag documents You can use the 'Search App' in Safelink to find and 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/fe95e4a65e1Few readers

• How to View and Remove Documents From the Basket

  How to View and Remove Documents From the Basket Open your workspace and go to the 'Documents' tab. Select 'View My Basket' from 'Your Basket' Menu. 'Your Basket' page will open. Here you can review the contents of your basket and remove unnecessary documents. a) Click the 'Trash Bin' icon to rFew readers

• How to Redact Document Sections

  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 sectionFew readers

• Binder View Navigation

  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/fe95e4aFew readers

• How to Download Your Basket

  How to Download Your Basket Open your workspace and go to the 'Documents' tab. Select 'View My Basket' from 'Your Basket' Menu. 'Your Basket' page will open. From the 'Actions Menu' you can either dFew readers