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Knowledge Hub
Using Workspace (General)

Using Workspace (General)

Workspace Navigation & Views

Folder View Settings
Workspace Homepage - News Feed
Folder View Options
Grid View - View Settings
How to Sort Documents in the Documents Area
How to view your folders and documents in a virtual binder
Binder View Navigation

Uploading Documents & Folders

How to Upload Files
How to Upload Folders
How to Upload and Unpack a Zip File

Managing Documents & Folders

Document Version History
How to Delete a File
How to Arrange Documents in a Folder
How To Move a Document Between Folders
How to Copy Documents and Folder
How to Create a Folder and Configure Folder Permissions

Working with Documents

How to Edit Documents in Office Applications
How to Generate a Link to a Document
Show Pane - Classification
How to Generate a Link to Folder
How to Print
How to Split a Document
Search and Tag Documents for Review
How to Tag Individual Documents
How to Bulk Tag Documents
Highlight, Annotate and Apply Redactions to Your Documents

Downloads & Exports

How to View Past Reports or Exports
How to Download as ZIP
Downloading Folders and Documents as a PDF
Download the Contents of Your Workspace
Downloading Individual Documents as a PDF
How to Export Room Contents
How to Send Your Export via Email
Formal Workspace Export

Authentication & Access

How To Activate Your Account With SMS Two-Factor Authentication
Two-Factor Authentication Using an Authenticator App
How to Setup 2FA via Sms or Authentication App
How to Use 2FA via Email
How to Setup 2FA via Email or Authentication App

Reports

Data Room Email Index Report
What's Changed Report
Data Room Index Report

Getting Started
Lexiti
Expero Virtual Data Rooms
Using Workspace (General)
Managing Workspace (General)
Managing Licence
User Types & Roles
Workspaces Types
- Relationship Workspace / Client Portal Workspace
Safelink Apps and Features
User Settings
Miscellaneous
FAQ's
eReview | Document Review | Litigation

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