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Safelink Apps and Features
Getting Started
Using Your Workspace
Upload
Download
Authentication
Managing Your Workspace
Folder Permissions
Managing Workspace Users
Workspace Security
Managing Your Licence
Account
User Types & Roles
System Role
Workspace Role
Workspaces Types
Relationship Workspace / Client Portal Workspace
Bundling Workspace
Litigation Workspace
Safelink Apps and Features
Numbering
Search
Annotations
Micro-Blog App
Send via Secure Mail
Binder View
Document Viewer
Two-Phase Approval
Mentions
Watermarks
Electronic Signature
Secure File Transfer
Production Export
Basket
Follow the Leader
Reports
Miscellaneous
FAQ's
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Helpdesk
Safelink Apps and Features
Getting Started
Using Your Workspace
Upload
Download
Authentication
Managing Your Workspace
Folder Permissions
Managing Workspace Users
Workspace Security
Managing Your Licence
Account
User Types & Roles
System Role
Workspace Role
Workspaces Types
Relationship Workspace / Client Portal Workspace
Bundling Workspace
Litigation Workspace
Safelink Apps and Features
Numbering
Search
Annotations
Micro-Blog App
Send via Secure Mail
Binder View
Document Viewer
Two-Phase Approval
Mentions
Watermarks
Electronic Signature
Secure File Transfer
Production Export
Basket
Follow the Leader
Reports
Miscellaneous
FAQ's
Safelink Apps and Features
Apps are custom tools designed to help you accomplish your project goals.
How to redact document sections
Secure mail
Newsfeed App
Documents App
What's Changed App
Data Room Index
How to Set Timed Access for a Workspace User
Coloured Highlights
Expanded Activity Listing App
Watermarks app
How to Enable the Spreadsheet Viewer
Numbering
How to Clear Numbering
How to Apply Bates Numbering
How to clear and reapply numbering
How To Set Up Numbering
Search
Document Search Bar
How to Save a Search
How to Use the Search Wizard
Document Review - Search conditions available to you
Document Review - Search for Documents Containing Unreadable Text
How to Use Advanced Search
See more
Annotations
Annotation Tools
How to Share Annotations
How To Add Annotations in Surface View
Micro-Blog App
Micro-blog app
Send via Secure Mail
Share via email app
Send via Secure Mail App
Binder View
Binder View Navigation
Document Viewer
Surface View App
Two-Phase Approval
Two Phase Approval app
Two-Phase Approval
Mentions
How to Check Mentions
How to Mention Another User in Your Notes
How to Enable Mentions
Watermarks
How to Set-up Watermarks
Electronic Signature
Electronic Signature
Secure File Transfer
Secure File Transfer
How to Send Documents Using Secure File Transfer
How to Review Secure File Transfer
How to View and Download Documents in Secure File Transfer
Production Export
Production Export - Column headers
Document Review - Export a Production
Attachment Handling in Production Export
Basket
How To Add Documents to Your Basket
Follow the Leader
Follow the Leader
