The Basics | Safelink Support

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Learn to view, move, arrange and use the other Document tools like a pro!

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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 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 wouVery 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. _Very popular
How to sort documents in the documents area
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;Very popular
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' whenVery 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/changeVery popular
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 wouldVery popular
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 thVery popular
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. ![](htPopular
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 DoPopular
How to view a document
How to view a document 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/userPopular
How to tag individual documents
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.crispPopular
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 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'. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/iPopular
How to recover deleted files
How to recover deleted files Only 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'. ![](https://storage.crisp.chat/users/helpdesk/website/fe95e4a65e1fd000/recover-Popular
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 rPopular
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.Popular
How to bulk tag documents
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/fe95e4Some 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/fe95e4aSome 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 dSome 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 sectionSome readers
Duplicate, detection, marking and removal
Duplicate, detection, marking and removal Workspace admins can prompt the system to automatically identify and mark duplicate documents. These duplicate documents can then be manually removed. Click 'Manage Workspace'. Next, click 'Duplicate Docs'. Click 'Mark all as Exact Duplicates' to mark all exact maFew readers

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