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!