Secure File Sharing has several ways to manage files and folders, or what are collectively called "items". You can securely view, edit, copy, move, upload or delete items in your personal or team data room.

Note

Your ability to undertake certain tasks in team data rooms depends on your permissions. Contact your Data Room Manager with any queries.

You can view or annotate a file that you have uploaded, created or one that has been shared with you. Th

  1. Select the item to open it in Document Viewer.

  2. Select the View or Annotate tab.

For more information go to View or annotate a document .

Selecting an item in a folder activates the Actions button, which opens a menu of available actions when selected.

  • Single item selection Select the More options icon or the checkbox to open a menu of tasks specific to that item.

  • Bulk selection Select multiple items using the checkbox, then select Actions to open a menu of tasks to perform on the entire selection.

    Note

    For bulk selection only Download, Copy, Move, and Delete are available options.

Option

Description

Option availability
Open<file format>for the web

Simultaneously edit without downloading a copy. All edits are saved in real-time. For more information, go to Edit files with Microsoft 365 .

Available if your organization has integrated MS 365 with Secure File Sharing.

 Microsoft files

Download or Zip & download

Download an item to your device.

For large files or folders a zipped file will be created for download.

Files and folders
Copy link Copy a link that can be shared in an email or message. Files and folders

Send Link

Create a unique URL for a file you want to share with others inside or outside the organization.

For more information, go to Send a link.

Files in personal data rooms only

Share folder

Share a folder for collaboration with others.

For more information, go to Share a folder.

Folders in personal data rooms only

Rename

Rename an item.

Folders and files

Item info

This displays item details and settings. For more information, go to View document and folder information.

Folders and files

Track Item

Get notified by email when an item is viewed, downloaded, or edited.

Folders and files

History

A side panel displays a chronological overview of item activities.

Folders and files

Copy

Copy an item to another folder in your data room or a team data room.

Folders and files

Move

Move an item to another folder in your data room or to a team data room.

Folders and files

Lock

Informs other users the file is locked and is being worked on. Can be unlocked.

Files in team data rooms only

Lock permanently

The file is locked and can't be unlocked by other users. Only Data Room Managers may delete a permanently locked file.

Files in team data rooms only

Permissions

Displays the permissions assigned to the item. Only accessed by Data Room managers.

Files and folders in team data rooms

Delete

Delete an item.

Folders and files