Product: VDRPro
Applies to: Everyone
The Documents tab is where you upload and manage documents.
Depending on your role, some of these options may not be available to you.
Document list
Expand All Folders in the left pane to drill into the folders in the VDR. Click on a folder to display its contents in the right pane. You can also use the quick filters on the left to view specific documents. The following filters are available: All Documents, Favorites, Recent, Deleted Documents, Approval Requests and Redacted Documents. For more information on filtering, see Filtering the documents list.
In addition to quick filters, you can use the Filter option to filter by date and document type. Click Filter, select filter options, and click Apply. To remove the filter, click the x in the filter at the top of the screen.
You can also search for specific documents using the Search field. For more information, see Finding documents.
The document list optionally displays information about the folders and documents.
- To view the protection that was applied to the document, hover over the icon in the Protected field.
- To view a note that has been added to the document, click the note icon in the Note column. A slider is displayed where you can download the note by clicking Download Note, or view the document by clicking View Document. For more information about notes, see Adding notes to documents and requiring users to view them.
- To see whether the document has been redacted, look for the redacted icon in the Redacted column.
- To view when and by who a document was added, view the Added By and Added On columns.
- To view when a document was last modified and by whom, view the Last Modified By and Modified On columns.
- To change which columns are displayed or the order in which they are displayed, click the Manage Columns icon in the top right of the list. Select or deselect the columns to display and click and drag a column to change the order of the display.
- To view the Documents tab as another user, from the More Actions menu, click View As, select the user whose view you want to see, and click View As. For more information, see Viewing documents as another user.
- To freeze or unfreeze the document index, from the More Actions menu, select Freeze Index or Unfreeze Index, then click Yes to confirm. For more information, see Freezing and unfreezing the document index, Folder and document indexing, and Freezing the document index vs. freezing a VDR.
Working with documents and folders
- To add a new folder, Click Create Folder, enter the folder name and click Create. For more information, see Creating a folder manually and Dragging folders and their contents into a VDR.
- To add documents, click Add Document(s), either drag and drop documents into the Selected Documents field or click Choose Documents and navigate to the documents and select them. Click Upload. For addition information and details about assigning permissions and sending alerts as part of the upload process, see Uploading documents.
- To permission a document after it has been uploaded, select the documents you want to permission and from the three dots menu, select Permissions. Select the groups, click Edit Permissions, select a permissions option from the menu and click Apply Permissions. For more information see, Assigning document access using the Documents tab.
- To export a list of files and folders to an Excel spreadsheet, from the More Actions menu, select either Export Document List or Export This View.
- To add a document to redaction, select the document, from the three dots menu, select Add to Redaction. For more information, see AI redaction.
- To resent alerts, select the documents for which you want to resend alert, from the three dots menu, select Resend Alerts, select the people to which you want to send alerts, and click Send Alerts.
- To rename a document, select the document, from the three dots menu, click Properties, update the name of the document and click Save Changes.
- To replace a document with a new version, select the document, from the three dots menu, click Properties. Click Replace, navigate to the new document and click Open, then click Save Changes.
- To view which users have access to a document and when they last viewed it, select the document, from the three dots menu and select Access Report. To export the report to an Excel spreadsheet, click Export.
- To move a document to a new location in the VDR, select the document, drag and drop the document to a new location or click Move To, select the new location, and click Move.
- To copy a document to a new location in the VDR, select the document, click Copy To, select the new location and click Paste.
- To copy a document to another VDR, select the document, click Copy To An Exchange, select the VDR and click Paste. For more information, see Copying and pasting documents to another VDR.
- To delete a folder, select the folder, from the three dots menu, select Delete, enter yes and click Delete.
- To delete a document, select the document and click Delete. Click Delete again to confirm.
Reviewing documents
- To view a document, click the document's name. For more information, see Viewing documents.
- To download a document, select the document and click Download. For more information and information about when documents can be downloaded, see Downloading documents.