Support Closd
CLOSD Legal Project
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How do I know if a Participant has activated their account and done their ID check?
There are two ways to find out whether a Participant has activated their account and verified their ID, and will therefore be able to access the Project and / or sign documents electronically: Verify the icons next to the Participant’s name . If the mention “account not activated” is displayed, it means that the Participant has not yet activated their account. To send them an email with a link to activate their account, click on the envelope icon. If a grey ID card is displayed, it means that the Participant has not yet verified their identity.The Participant can carry out their identity verification (i) following the prompt that appears upon their first connection, if you activated the Request identity verification option when inviting them to the Project, (ii) prior to carrying out their first Advanced electronic signature (they will be automatically directed to this step upon signing) or (iii) by going to their Profile at any time. 2. Export the Participants list in Excel or Word format by clicking on Import/Export at the top right of the Participants page. This will give you an overview of the Participants on the Project, and will allow you to make sure that they have activated their accounts and / or completed their ID verifications. Exporting the list in Excel will also allow you to re-invite all the Participants on that Project at once to any other Project. Account activation is required to access a Project and sign documents using Advanced electronic signature on Closd. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How to export the list of Participants on a Project?
You can download a list of Participants in either Word or Excel format by clicking on the Import/Export button on the Participants page. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How to manage confidentiality settings for Participants?
Project Managers can view all Participants and define the degree of confidentiality of the Project using the Hide Groups and Hide Participants options. By selecting Hide groups, each Guest sees only their own Group and the Project Managers. The other Groups become invisible. By selecting Hide Participants within a Group, that Group’s members cannot see each other and are also made invisible to other Guests (their Group name remains visible, however). Project Managers can also make one or more Project Managers invisible to Guests. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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Participants Management
What are Groups for? Groups allow Participants to be brought together according to common characteristics or interests (lawyers, clients, financial advisers, members of the same company, etc.). Project Managers can then share documents or assign tasks on the Checklist to an entire group. This simplifies the configuration of access rights. How to add a Participant? Before adding a Participant, you must create a group by clicking on New group. All Participants must belong to a group (even if they are the only member of it). If you have a large number of Participants to add to your Project, you can invite them all at the same time via an Excel file (see question below). Step 1: Click on Add Participant at the bottom of a group, and then fill in the Participant’s name, first name, email address and company (optional). Step 2: Define the language the Participant’s profile will appear in (French, English or German). Participants can collaborate in French, English and German within the same project. The Participant can change their profile’s language at any time by clicking on their name at the top right of the screen and accessing their profile settings. Then determine the settings according to the situation: You can defer sending the Participant a notification telling them they have been added to the Project by unchecking the “Invite to the project by sending an email now » button (for example if you want to add files and define access rights for those files before sending an invitation, or if you will only be signing documents using Simple electronic signature during that Project). If the Participant has to sign documents using Advanced electronic signature, an ID verification is necessary. Click on the “Ask for an ID verification » button so that the Participant in prompted to verify their ID the first time they log in to the platform. This will allow them to perform the ID verification before signing documents. You can also add a personal message to the invitation email by clicking on “Customize the Invitation Email.” Click o, Add to confirm. How to move a Participant to another group? You can move a Participant from one Group to another by simply clicking on the Participant and dragging and dropping them into their new Group. How to remove a Participant? Click the icon next to a Participant’s name to remove them from the Project. They will receive an email informing them that they no longer have access to the Project. If you remove a Participant from a Project in which they have one or more documents to sign, the signature of those documents will be canceled. A message will notify you if this is the case when removing the Participant. In case of an error, you can add the Participant again any time. When to request an ID verification? If a Participant will need to sign documents using Advanced Electronic Signature, ask them to perform their ID verification when you are adding them to the Project. By checking “Ask for an ID verification” on the Add a Participant window, the Participant will automatically be prompted to perform their identity verification upon their first connection to the platform. If you didn’t check the box, that’s okay. The Participant will be automatically redirected to the ID verification upon signing their first document with Advanced electronic signature. Checking “Ask for an ID verification” when adding a Participant simply prompts them to perform this step before they sign their first document. How to import several Participants and / or Groups at once? By clicking on Import/Export and then on Mass Import of Participants, you can invite several participants at once. First download the Excel file template and secondly, upload it (on the right hand side) once completed. No need to create Groups beforehand: a Group column in the Excel file allows you to create them automatically once the file is uploaded back onto the platform. We advise you to use the Import from file feature if you have at least 10 Participants to invite to the Project. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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What is OCR and how does it work?
What is OCR ? OCR (Optical Character Recognition) is a technology that converts an image document, whether scanned or photographed, into digital text. During this process, the text is directly integrated with the original document image, allowing it to be editable and searchable while keeping the original appearance. OCR conversion process Replacement of the original document: Once the OCR process is completed, the original document is replaced by the OCRed version. The text is integrated within the image, making the content both readable and interactive. Impact on file size: The OCR process can cause an increase in file size because additional data is added to make the digital text editable and easily accessible. Benefits of OCR Content recognition and analysis: OCR enables the document to be both accessible and accurately recognized, thereby facilitating content analysis tasks such as summary generation. Text search: Once the document has been processed with OCR, it becomes possible to perform text searches, thereby facilitating rapid access to specific information. Key information: While OCR technology is typically accurate, errors in recognition may still arise, particularly when the original document quality is suboptimal. Layout: OCR can sometimes distort complex elements like tables or images, even though the text itself is correctly recognized. Data protection: At Closd, all data is processed securely and in compliance with the platform’s highest data protection standards. For more information, please refer to our Closd Data Protection page. Generate a summary from a scanned PDF It is possible to request a document summary directly within the interface.Here is what appears if the file is an image or a scanned PDF: If the document is an image or a scanned PDF, an OCR (Optical Character Recognition) conversion step must be triggered to enable the generation of the summary. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How do I know which documents were added since my last login?
You receive an email notification when new documents are added to a Project. How do I manage my notifications? If you disabled your notifications, any documents added since your last login will be displayed in the following ways: A red dot appears on the top right corner of new documents; Newly added documents can also be found in the permanent Recent Files folder at the top of the Documents area Files added during your current session are considerated as new and will be display on the Recent files folder. By clicking on the Recent files folder, you can easily identity and access the files’ location. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How to generate an index of files?
You can generate a complete and time-stamped list of files and folders that are in the Documents area by clicking on Options, then the format of index you want to export at the top right of the Documents page. This makes possible to attach the index to a contract as part of an audit, for example. The files index is available in PDF and Excel formats. By selecting the PDF format, the file will open in a new tab while the Excel file will download. Guests can also generate an index file containing the list of folders and files they have access to. How to share an index by email? Step 1: On the Documents page, click on Options then Share index by email Step 2: Select the format (Excel or PDF) and the recipients. Click on share to confirm If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How does adding files work?
How to add files, folders, or folder trees? To add files or folders to the Documents page, click Add, then Add file or folder at the top right of the page. Click on Import folders or Import files then Start upload to confirm By default, only Project Managers can create folders. You can update the access rights on the Settings page. You can also drag and drop your files and/or folders. Can Guests add files? By default, yes. When a Project Manager creates a Project, all Guests can add files. Later, Project Managers can deactivate this option on the Settings page. All Projects Managers can always add files, this right cannot be deactivated for them. If you are a Project Manager, go to the Access rights area on the Settings page and decide which groups ou participants can add files. If a group or particpant is checked = they can add files on the Documents page (and the Checklist) If a group or participant is unchecked = they cannot add files on the Documents page (and the Checklist) How to create version histories for documents? Click on the three dots icon to open a document’s menu, then click on Manage versions By default, Participants with access to the previous version of a document will also have access to the new version, and will be notified by email that a new version was shared. Select a file from the Closd project, your computer or more options (LexisPoly or iManage if the option is activated). Click on Add to validate, the new version will be added. In the document’s menu, click on Manage versions then History to view all existing versions. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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Can I modify or interrupt a signing session in progress?
How to modify a signing session in progress? There are several options: Cancel the signature of a document that has already been sent for signature by clicking on “Cancel signature” on the document’s menu. Send a pending document for signature immediately by clicking Send for signature now in the document’s menu Add a document to a current Signing session by clicking Add a document at the top right of the Signing checklist section. Modify the Validators, Recipients and Observers of a “Pending” document by clicking on Settings in the relevant document menu. Modify the Recipients and Observers of a “Sent” document by clicking on Settings in the relevant document menu. How to interrupt a signing session in progress? You can interrupt a signing session that is in progress by clicking on Stop signing at the top right of the Signing checklist section. When you do this, the following will happen: Documents that are already signed will remain signed; Documents that have been sent for signature will be canceled. They can be sent for signature later as part of a new signing session via the “draft” status; and Pending documents will become drafts. They can also be sent for signature later as part of a new signing session. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How to define a signing order for signatories?
When preparing your document to be signed, in the step 2 of the Settings, you can define a signing order by clicking on “order the signatories“. You can then drag and drop your signatories in the different groups. You can have several signatories in the same group. Once your first group is created, the second appears and so on. The signatories will then receive the document to sign, in the indicated order. How to edit the signatories order? When preparing your document to be signed, in the step 3 of the Settings, you can edit the signatories order. How to check the signatories order? On the column signatories in your Signing checklist, you can verify your signatories order. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How do tags work?
How to place a signature tag on a document? To place one or more signature tags on a document, simply click on the tag and drag it to the desired location on the document. You can also use the “automatic tag placement” feature to do this. Is it necessary to initial every page of a document? How do you initial a document? No, it is not necessary to initial every page. Electronic signature technologies play the same role as a notarial binding (thanks to the document’s digital “fingerprint”). Therefore, any modification of an electronically signed document subsequent to its signature is automatically detected by the PDF reader in which it is opened. A message then warns the user that the electronic signatures on the document are no longer valid. However, you can have a document initialed by placing the “Initials” tag in the desired location(s). Once the tag is placed, pressing the symbol located under the tag on the documents automatically duplicates the initials in the same location on each page of the document. How to indicate to the signatory to insert a text on the document? What is the difference between Text and Custom text? The custom text tag Using the “Custom text” tag and selecting “Add instruction”, you can tell the signer what text to insert in a document. The text tag Using the “Text” tag and write your text. The signatory won’t be able to modify the text. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How to organize a signing checklist?
How to add a document to the signing checklist? To add a document to the signing checklist, click on “Add a document” at the top right of the “Signing checklist” page. From the Documents page, click on the menu (three small dots icon) and then on “Add to signing checklist”. https://youtu.be/Iw1bWDGbcaw How to define a signature order between documents? Click on Options at the top right and then Signing Order on the Signing Checklist page. Click on Add a group at the top right Drag and drop documents into the boxes on the right in the order you want them to be signed. You can put several documents in each box. Once you have started your signing session, the documents in one box will be sent for signing automatically when the documents in the previous box have been fully signed. Once the order is set up, it is shown in a column to the right of your signing session. Once you have defined your signing order, you can start the signing session. A pop-up window will summarize what documents are being sent for signature and in what order. How do I start my signing session? Step 1: To start your signing session right away, click on Start signing and then Start now. A pop-up window will appear to let you check the content of your signing checklist Step 2 (optional): if documents are not signed before the signing session ends, they will turn into “voided” status. You can add a personalized message to signers. The message will be transmitted to all signatories of the session within their signature notifications. How do I schedule my signing session? If your signing session is ready but is not due to start until tomorrow morning, for example, you can also schedule it to start later. To do this, click on Start Signing and then Schedule Signing. The signing session will automatically start at the selected date and time. You will always have the possibility to change the time and date or to cancel the scheduled session. Who can see the progress of the signing session? Only people designated as signatory, validator or observer as well as all the Project Managers can view a document’s status and its evolution (draft, sent, pending, signed or canceled). If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How to save and share a Checklist to reuse it on a new Project?
1. Save and share the Checklist You can save a task list by clicking on Options and then Save Checklist. You can then share the template you are saving. The members of your firm or company will be able to use it immediately. You will find there :The descriptions of titles and tasks ;The structure of the elements (order and indentation) ;Tasks descriptions. While saving your checklist, you can either save or not the attachements by checking or unchecking the “save with attached files” box. 2. Reusing the Checklist on a new project Go to the Checklist page of your new Project and click on Add then Browse models Select the Checklist from the existing ones and the members you want to share it with. Proceed to import it. Checklists can only be shared between members of the same subscription. Sharing your Checklist is irreversible. Once it has been shared with a member of your subscription, you will not be able to withdraw their access. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How do access rights work on the Checklist?
You have two levels of access rights: Task access rights Attachment access rights for tasks As a Project Manager, you can define access rights for tasks on the Checklist, choosing which Participants (or Groups) can see each task. How to share a task? After creating a task, hover your mouse over the share iconto view its access rights (by default, it will be Project Managers only). Modify the task’s access rights by clicking on the icon and checking the Participants that you want to see the task in the Observers column. Observers may also join files if the Options “Allow Guests to add files” is checked on the Settings Page. Sharing a task does not grant access to the attachments linked to the task How to share multiple task’s attachments ? Select the tasks to share by clicking the checkboxes to the left of the task titles. Click on Share in the action bar at the top. In the Assignee, Approvers, and Observers columns, select the participants who should have access to the task. Click Share to confirm. How to share a task’s attachments? Click on the task’s Attachments Set the sharing permissions you can click on Everyone or Custom How to share all checklist attachments at once? From the Checklist page Click on Options, then View all attachmentsSelect all folders Click Share in the action bar that appears Set the sharing permissions — you can click The whole world or Custom Who can change the status of a task? Project Managers and Validators can change all statuses. If a Participant is both a Guest and designated as Responsible parties, they can only update grey (Pending) and yellow (Started, Being draft, Transmitted, To be transmitted, To do, Awaiting validation) statuses. Create a Status Click “Create a status” Enter a status name Select a category Choose a color Click “Save” There are 12 default statuses, organized into 5 categories: Not Started: Not started, Draft In Progress: Started, In progress, Sent Pending: To be sent, To do, Awaiting approval Completed: Completed, Approved Cancelled: Cancelled, Rejected Who can change the status of a task? Project Managers and Approvers can modify all statuses. Task Owners (who are not Project Managers) can select statuses from the Not Started, In Progress, or Pending categories. Responsible parties cannot select red (cancelled and refused) and green statuses (Completed and Validated). If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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Editing a Checklist Template
1. Click on Options 2. Click on Save as template 3. Click on Update a model 4. Select the model to be edited from the list 5. Enter a new name for your model (optional) 6. Click on Next 7. Define sharing and modification rights You can select the members of your subscription who will have access to the checklist. Use the Search for a member field to quickly select a member of your subscription. There are two distinct access rights : Modification : the member can modify but cannot share the model with other members Read-only : the member cannot modify or share the model 8. Click on save model. Your template is saved ! If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How do tasks work?
How to create a new task? To create a new task, click on “Add” at the top right of the Checklist page. If you want to directly insert a new task between two existing tasks, click on the icon + that appears to the left of the “task” column. How to attach a file to a task? To attach a file to a task, click “Add attachement” in the Files column. You can customize access rights for each individual attachment How to designate Responsible parties and Validators for a task? Do not turn off the default “Notify new Responsible parties by email” option if you want Responsible parties and Validators to be notified. Option 2: You can designate “Responsible Parties” and “Validators” in the associated columns. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How to update my mobile phone number?
Each user can go to their own Profile to modify their mobile phone number. To sign a document with advanced electronic signature, it is mandatory to provide a valid mobile phone number to receive a sms code. Go to your Profile by clicking on your name at the top right of the interface On the Personal Information Page, modify your mobile phone number in the dedicated field. If you also need to change the area code, click on the flag and select the right area code Click on Update A Project Manager is not allowed to modify the mobile phone number of another participant. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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The customer file reference
The Project Managers can enter a customer file reference for each project. The customer file reference cannot exceed 100 characters. How do I enter a customer file reference? When creating a new project On the Settings page Step 1: Go the the Settings page Step 2: Enter the Customer file reference then Click on Save You can update the customer file reference at any time on the Project Settings page. Customer file reference and Homepage The customer file reference appears on the project card. On the search bar, you can search your project with its customer file reference. Customer file reference and Subscription page The current projects page on the Subscription section allows the administrators to view the list of all the active project within their subscription. On the current projects page you will find a column named customer file reference. Click on the Export button to download an Excel file containing a list of all project subscriptions. In column L, you wll find the customer file reference. Customer file reference and Electronic safe When archiving your documents from the electronic safe, the customer file reference entered on the Settings page is automatically applied to the selected documents you are about to archive. You won’t have to manually enter the reference for each document. Customer file reference and your invoices The customer file reference will also appear on your invoices. You can therefore indicate an internal reference or a customer code, which will facilitate re-invoicing, for example. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How to delete a project?
As a Project manager, you can decide at any time to close a project permanently. Closing a project will automatically disable the access rights of all Participants. Project data and all signed documents will no longer be available. Before closing a project, we recommend you to generate a Bible with the elements of the project you would like to keep. In order to close a project, follow the instructions below : Go to the project Settings page Click on close the project Click on Confirm to validate Guests have no access to the Project settings page and therefore cannot delete a project. All Participants of the project will be notified by default via mail when a project is closed. You are able to disable the notifications before confirming the deletion. What happens when I close a Project? Closing a Project instantly deactivates access to the Project for all its Participants (including yours). The Project can, however, be reactivated for a period of 30 days by a subscription Administrator ( to find out more, take a look at Can you reopen a closed Project? The data and access rights will then be identically restored. If the Project has not been reactivated after the 30 day period, all data (documents, unsaved checklist, signed documents, Bibles) is permanently deleted. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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What is the Settings page for?
The Settings page is only accessible to Project Managers. It allows them to: Manage the Project’s parameters: for example, define the Project’s label, rename it, or close it; Define certain rights for Guests (adding files, writing comments on the Checklist or generating Bibles); View the Project’s electronic signature counter and the associated cost Chase signatories of documents in the Project. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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Closd Data Room
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How to export the list of Participants on a Project?
You can download a list of Participants in either Word or Excel format by clicking on the Import/Export button on the Participants page. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How to manage confidentiality settings for Participants?
Project Managers can view all Participants and define the degree of confidentiality of the Project using the Hide Groups and Hide Participants options. By selecting Hide groups, each Guest sees only their own Group and the Project Managers. The other Groups become invisible. By selecting Hide Participants within a Group, that Group’s members cannot see each other and are also made invisible to other Guests (their Group name remains visible, however). Project Managers can also make one or more Project Managers invisible to Guests. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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Participants Management [Data room]
What are Groups for? Groups allow Participants to be brought together according to common characteristics or interests (lawyers, clients, financial advisers, members of the same company, etc.). Project Managers can then share documents or assign tasks on the Checklist to an entire group. This simplifies the configuration of access rights. How to add a Participant? Before adding a Participant, you must create a group by clicking on New group. All Participants must belong to a group (even if they are the only member of it). If you have a large number of Participants to add to your Project, you can invite them all at the same time via an Excel file (see question below). Step 1: Click on Add Participant at the bottom of a group, and then fill in the Participant’s name, first name, email address and company (optional). Step 2: Define the language the Participant’s profile will appear in (French, English or German). Participants can collaborate in French, English and German within the same project. The Participant can change their profile’s language at any time by clicking on their name at the top right of the screen and accessing their profile settings. Then determine the settings according to the situation: You can defer sending the Participant a notification telling them they have been added to the Project by unchecking the “Invite to the project by sending an email now » button (for example if you want to add files and define access rights for those files before sending an invitation). You can also add a personal message to the invitation email by clicking on “Customize the Invitation Email.” Click o, Add to confirm. How to move a Participant to another group? You can move a Participant from one Group to another by simply clicking on the Participant and dragging and dropping them into their new Group. How to remove a Participant? Click the icon next to a Participant’s name to remove them from the Project. They will receive an email informing them that they no longer have access to the Project. In case of an error, you can add the Participant again any time. How to import several Participants and / or Groups at once? By clicking on Import/Export and then on Mass Import of Participants, you can invite several participants at once. First download the Excel file template and secondly, upload it (on the right hand side) once completed. No need to create Groups beforehand: a Group column in the Excel file allows you to create them automatically once the file is uploaded back onto the platform. We advise you to use the Import from file feature if you have at least 10 Participants to invite to the Project. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How to Redact a Document in the Data Room
Redaction is essential for hiding sensitive information and ensuring the confidentiality of your documents, especially during transactions, audits, or legal procedures. Before you begin, always keep an original copy of the document. Step 1: Select the Document to Redact To start, go to the Documents module. In the Options column to the right of the document, click on the three dots (⋮) labeled “More actions”. Then, from the dropdown menu, select the framed option “Redact”. Note: A redacted document may be larger than the original depending on the number of pages and redaction marks. For storage calculation, only the original document size is considered. You can monitor storage usage from the Settings page. Click “Continue” to open the document in a new tab. Step 2: Apply Redaction Two methods are available : Redact by Keywords:Click in the Text Search bar and enter the text you want to redact. Redact by Area:Click “Start”, then drag the cursor to select an area to redact. If needed, apply the same selection to all pages (e.g., logos). Once done, click “Stop”. Tip: Review the list of information to be hidden before finalizing. This step is crucial to ensure compliance and prevent data leaks. Step 3: Finalize the Redaction To save the redacted document, click “Save”.The hidden elements will be permanently redacted and cannot be modified. Do not refresh the page during the saving process to avoid interruptions. A notification saying “Redacting saved” will appear at the bottom of the platform to confirm the operation is complete.The document will then be updated and tagged as Redacted. Recommendation: Re-read the document to confirm that all sensitive information has been properly covered. Special Case: Scanned Documents (OCR) To redact scanned documents, you must first perform OCR (Optical Character Recognition) to make the text detectable.Then, you can apply keyword-based redaction. Stronger PDF redaction. When you save redactions, we now convert the PDF to an image-based PDF. This permanently removes the underlying text so it can’t be copied, searched, or programmatically extracted—preventing the common issue where hidden text remains in the file. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How do I know which documents were added since my last login?
You receive an email notification when new documents are added to a Project. How do I manage my notifications? If you disabled your notifications, any documents added since your last login will be displayed in the following ways: A red dot appears on the top right corner of new documents; Newly added documents can also be found in the permanent Recent Files folder at the top of the Documents area Files added during your current session are considerated as new and will be display on the Recent files folder. By clicking on the Recent files folder, you can easily identity and access the files’ location. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How does adding files work?
How to add files, folders, or folder trees? To add files or folders to the Documents page, click Add, then Add file or folder at the top right of the page. Click on Import folders or Import files then Start upload to confirm By default, only Project Managers can create folders. You can update the access rights on the Settings page. You can also drag and drop your files and/or folders. Can Guests add files? By default, yes. When a Project Manager creates a Project, all Guests can add files. Later, Project Managers can deactivate this option on the Settings page. All Projects Managers can always add files, this right cannot be deactivated for them. If you are a Project Manager, go to the Access rights area on the Settings page and decide which groups ou participants can add files. If a group or particpant is checked = they can add files on the Documents page (and the Checklist) If a group or participant is unchecked = they cannot add files on the Documents page (and the Checklist) How to create version histories for documents? Click on the three dots icon to open a document’s menu, then click on Manage versions By default, Participants with access to the previous version of a document will also have access to the new version, and will be notified by email that a new version was shared. Select a file from the Closd project, your computer or more options (LexisPoly or iManage if the option is activated). Click on Add to validate, the new version will be added. In the document’s menu, click on Manage versions then History to view all existing versions. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How to download my Data room?
Click on the button “Generate a Bible” Choose a name Select any or all files and folders from de the Documents page Click on “Validate” A Bible last for 96 hours, once it is created or after it is shared. What documents can I include in a bible? A Bible can contain any file that the user who creates it has access to. As a Project Manager, you have access to all a Project’s files. You can therefore include any or all files and folders from the Document page. Who can generate Bibles? By default, only Project Managers can generate Bibles. On the Settings page, you can enable Guests to create their own Bibles.They will also be able to generate Bibles, but only containing files to which they have access. The project settings are only accessible for Project Managers. A participant checked on the column “create bibles allowed” can create a Bible. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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How to generate a Bible?
Click on the button “Generate a Bible” Choose a name Personalize the content, you can include files from the Documents page, the checklist attachment or the signed documents page. Click on “validate”. A Bible last for 96 hours, once it is created or after it is shared. What documents can I include in a bible? A Bible can contain any file that the user who creates it has access to. As a Project Manager, you have access to all a Project’s files. You can therefore include any or all of the following in a Bible: Files from the Documents page (data room); Files attached to the Checklist; and Signed documents. Who can generate Bibles? By default, only Project Managers can generate Bibles. Projects managers can also create a bible if they are checked in the access rights section of the Settings page but only with files to which they have access. The project settings are only accessible to Project Managers. If you have any queries, please contact us: By email: support@closd.com By phone: +33 1 88 32 12 69
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