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Document actions in a Data Room
Document actions in a Data Room

Actions you can perform on VDR files depending on your specific document permission

Nemanja Veselic avatar
Written by Nemanja Veselic
Updated over a week ago

Performing File Actions

On Capcade, you can perform several actions on files and folders in the data room depending on your permission status - standard functions like open, download and print, but also more powerful actions such as create an eSignature, create a share link or add to your favorites.

Below is an overview, of all available actions, you may not have all accessible at a given time depending on your permissions on the specific file or folder in the data room. If you're missing an action you can contact the data room owner to request the permission.

Actions Using Right Click

Clicking on open Space

  • New - create new folder or MS Office file in the VDR

  • Select all - select all the content on screen

  • Download Data Room - download the entire contents of the VDR

Clicking on a folder

  • Open - open the folder

  • Move - move the folder to a different location in this data room

  • Copy - make a copy of this folder a place it in a different data room

  • Rename - give the folder a new name

  • Download - download the contents of the folder to your computer

  • Delete - move the contents of the folder to the archive

Clicking on a file

  • Open - open the file in the default PDF viewer where you can make comments, mention colleagues and see the activity log of the file

  • View in Office - view an Excel, Word or PowerPoint file via Microsoft online

  • Edit in Office - edit an Excel, Word or PowerPoint file via Microsoft online

  • Share - share the document via a private link restricted to other Capcade users or a public link that's accessible on any web browser

  • Copy restricted link - copy the private link restricted to other Capcade users

  • Request signature - request for one or more eSignatures on the document

  • Move - move the file to a different location in this data room

  • Copy - make a copy of this file a place it in a different data room

  • Rename - give the file a new name

  • Download - download the file to your computer

  • Redact - remove sensitive information from a file

  • Move to trash - move the file to the archive

Actions Using the Top Bar Menu

When nothing is selected

  • Document Permissions - the matrix enabling you to set access rights for all files and folders per user invited to this data room

  • Upload - upload files or folders from your computer to this data room location

  • New - create new folder or MS Office file in the VDR

  • @ - copy the dedicated VDR email address so files can be emailed directly to this data room

  • ••• - the action button exposes the following

    • Select all - select all the content on screen

    • Download Data Room - download the entire contents of the VDR

When a folder is selected

  • Document Permissions - the matrix enabling you to set access rights for all files and folders per user invited to this data room

  • Upload - upload files or folders from your computer to this data room location

  • New - create new folder or MS Office file in the VDR

  • @ - copy the dedicated VDR email address so files can be emailed directly to this data room

  • ••• - the action button exposes the following

    • Move - move the folder to a different location in this data room

    • Copy - make a copy of this folder a place it in a different data room

    • Rename - give the folder a new name

    • Download - download the contents of the folder to your computer

    • Delete - move the contents of the folder to the archive

When a file is selected

  • Document Permissions - the matrix enabling you to set access rights for all files and folders per user invited to this data room

  • Upload - upload files or folders from your computer to this data room location

  • New - create new folder or MS Office file in the VDR

  • @ - copy the dedicated VDR email address so files can be emailed directly to this data room

  • ••• - the action button exposes the following

    • View in Office - view an Excel, Word or PowerPoint file via Microsoft online

    • Edit in Office - edit an Excel, Word or PowerPoint file via Microsoft online

    • Share - share the document via a private link restricted to other Capcade users or a public link that's accessible on any web browser

    • Copy restricted link - copy the private link restricted to other Capcade users

    • Request signature - request for one or more eSignatures on the document

    • Move - move the file to a different location in this data room

    • Copy - make a copy of this file a place it in a different data room

    • Rename - give the file a new name

    • Download - download the file to your computer

    • Redact - remove sensitive information from a file

    • Move to trash - move the file to the archive

In addition to all the actions above, you can always favorite a file or folder using the star icon on the right, this will pin your favorite to your dashboard.

To learn more about data rooms in general, visit our help guide!

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