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• 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 featurVery popular

• 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. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/forgotpassword31rqg9ps_1ssd39v.pnVery popular

• 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 aVery popular

• How to sort documents in the documents area

  The system can automatically sort the documents and folders of your workspace. This can help you quickly find documents and / or apply a new document order for all users. Click on 'sort order' in the documents area. Next, select an arrangement type: Standard - This is the default sort option and will sort the documents using the following order; Manual Arrangement, Name, Number,Very popular

• 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 would like to download asPopular

• 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 Trash icon on the toolbar. _You can also right-click on the document and select deletPopular

• 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 you are done. ![](https://storagePopular

• How to view and remove documents from the basket

  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 remove indiPopular

• How to change your password

  Users have the ability to change their password while logged in. 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.crPopular

• How to recover deleted files

  Workspace Admins can recover deleted files. Open your workspace and click 'Manage Workspace'. Click 'Trash'. Locate the file that you would like to restore and click 'Recover'. _The filePopular

• 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 this button to hide any annoPopular

• 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 turn on the 'Binder View' app in order for this to work. To begin, right-click on a folder you would like to view as a binder. Next, select 'Edit' and then click 'Properties'. Tick 'Enable Binder View' and selPopular

• 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/baskPopular

• 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 Doc to Basket' from the grey toolbar aPopular

• 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 panelPopular

• 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/fe95e4a65e1fd00Popular

• 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-viPopular

• 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 confPopular

• 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/websitSome readers

• 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.Some readers

• 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 likSome readers