• How do I bulk download files in the Data Room?

  How to Bulk Download Files in the Data Room To bulk download files from the Data Room, follow these steps: Select the desired room and navigate to the Data Room tab at the top of the screen. Click on the Home folder icon in the left menu to display all the folders and files in the room. Click the Download All button at the top. A pop-up window will appeaSome readers

• Can I drag and drop a folder structure and files into the Data Room?

  Can I drag and drop a folder structure and files into the Data Room? At FirmRoom, we made it easy to collect your files into your Data Room. Be careful in dragging and dropping though; the location of your mouse pointer matters. See this video for example: Dragging and dropping files and folders into the Data RoomSome readers

• Why is my exel document being converted to a PDF?

  Why is my excel document being converted to a PDF? Similar to permissions, if the document you are downloading gets converted to a PDF, it is likely that the administrator did not give you permission to download it as a .doc file. Ask your administrator to grant you the permission to download files as they are (i.e. Download Original permissions).Some readers

• How do I grant someone admin acccess?

  There are two different ways to grant someone admin access: Room Admin Access Invite them if they haven't already been invited to the administrator group Change their position in another group to the administrator group To invite someone to the administrator group, follow these steps: Go to the Permissions tab at the top. Click the blue Add member button. (https://storage.crisp.chat/users/helpdesk/website/5e4b6de79838d800/screenshot-2023-07-28-at-115531Some readers

• How do I renumber or reorder files?

  How to Renumber or Reorder Files You have the flexibility to change the order of files in your Data Room. Follow these steps to renumber or reorder your files: Go to the Data Room tab at the top. Click the 3 dot button at the top. Select Edit Index. A new window will appear, presenting you with a grid interface that allows you to modify the numbering of ySome readers

• Can I export a sitemap?

  How to Export a Sitemap A site map is a visual representation of your room's structure. It includes the names of pages and their descriptions, as well as other relevant information about the room. You can use it to make sure all your content is organized in a logical way. To export a sitemap: Go to the Data Room of your selected Room. Click the 3 dot button at the top. Choose whether you want to export it as PDF or in an Excel file. (https://storage.crisp.chat/users/helpdeskFew readers

• What's the difference between static and dynamic watermarking?

  Using Static and Dynamic Watermarks Enhancing security and confidentiality is paramount in FirmRoom, and to achieve that, we offer the capability to apply watermarks to documents within the platform. FirmRoom provides two types of watermarks for your documents: Static Watermarks Dynamic Watermarks Static Watermarks With static watermarking, custom text, such as "CONFIDENTIAL", can be placFew readers

• How do I track if a user downloaded or viewed a document?

  How to Track if a User Downloaded or Viewed a Document To track user activities such as document views, downloads, and edits, you need to be an Administrator in the room to access the Reports tab in a Room. Follow these steps to monitor user interactions: Once inside Reports, click on Audit Log. One can filter the Activities through this dropdown: (httpFew readers

• How do I delete my room?

  Deleting a room You have to be an Administrator role in order to delete a room. To delete a room, follow these steps: Go to the Settings tab in the top right. Select General from the left menu. Scroll down until you see the option Delete Room. (https://storage.crisp.chat/users/helpdesk/website/5e4b6de79838d800/screenshot-2023-06-05-at-906241itFew readers

• How do I check my data storage?

  How to Check Data Storage In order to check how much data you're using in a single room: Click on the Settings tab located at the top right corner of the screen. Within the Settings tab, select General from the left menu. Scroll down the General page until you see Get data usage. Click View data usage. A pop-up window will display the total dataFew readers

• How do I change the room owner?

  How to Change the Room Owner To change the room owner in FirmRoom, an admin needs to request this change from the support team. This process can only be performed on the backend for security reasons, ensuring that all changes are secure and properly authorized. To request a change of room owner, you can contact us via the chat feature in the help center or email us at support@firmroom.com.Few readers

• How do I remove a user?

  How to Remove A User in FirmRoom To remove a user from a room, follow these steps: Navigate to the Permissions tab at the top. Locate the user you'd like to remove by searching their name. Once you've identified the user, hover over the right section of their name, and click on the remove user icon. (https://storage.crisp.chat/users/helpdesk/website/5e4b6de79Few readers