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 t...
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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 o... -
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 ... -
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 phon... -
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 ot... -
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 task... -
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 docume... -
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 ... -
How to sign a NDA on your Data room
Before sharing sensitive documents, it is common to sign a NDA. You can require all participants (including yourself) to sign a document via Docusign before being granted access to the data room. Activate the option on the Settings page Step 1: acti...