Hilfe Center

General

  • Personal settings

    • Change password/password
    • Set language
    • Change appearance - Dark mode
    • Personal features Navigation
    • Set up a signature for e-mails
    • List of folders and documents - Data room index (user)
    • Login activity
  • Introduction to netfiles
  • Creating a passkey for netfiles
  • Logging into netfiles with a passkey
  • Navigation in the data room
  • List view, explorer view, icon view
  • Login verification 2-factor authentication (Admin)
  • Context menu
  • Supported web browsers
  • Authenticator App for login verification OTP (one-time password)

Administration

  • Information

    • Activity logs (Admin)
    • Information on user activity and group activity (Admin)
    • Information on user activity and group activity (Admin)
    • Detailed logging of recursive changes in the activity logs (Admin)
    • Export / Data room archive (Admin)
    • Check archive (SHA256 checksum)
  • Team Functions

    • Video conferences ( setup and joining)
    • Video Conferences Functions
    • How do I enable camera and microphone access for video conferencing?
  • SFTP / WebDAV

    • Interfaces API access
    • SFTP Passwordless authentication (Admin)
    • SFTP – netfiles integration in Windows (Admin)
    • SFTP Technical documentation (Admin)
    • WebDAV/SFTP - Client programs (Admin)
    • WebDAV - netfiles integration in Windows
    • WebDAV Interface (Upgrade new interface)
    • Microsoft Office - Editing on WebDAV network drive blocked
  • Access contract information and self service (Admin)
  • netfiles mobile app for iOS and Android
  • Private annotations in the netfiles mobile App

Data Room Settings

  • Appearance settings - logo & colors (Admin)
  • Navigation / Features Settings (Admin)
  • Documents Settings (Admin)
  • Comments Settings (Admin)
  • Preview & Watermark settings (Admin)
  • User & Groups settings (Admin)
  • Emails & Notifications settings (Admin)
  • Password settings (Admin)
  • Login settings (Admin)
  • Activity Logs settings (Admin)
  • Indexing settings (Admin)
  • Disclaimer settings (Admin)
  • Sample disclaimer for the netfiles data room

Users and Groups

  • Access rights

    • Access rights (Admin)
    • Restrict access to individual folders (Admin)
    • How can I check which documents users/user groups have access to? (Admin)
    • Watermarks to protect documents (Admin)
    • Allow access for specific subfolders (variant 1)(Admin)
    • Allow access for specific subfolders (variant 2) (Admin)
  • Create user (Admin)
  • Create users and invite them later (Admin)
  • List of all users (Admin)
  • Reset password (Admin)
  • Create groups (Admin)
  • Group administrators (Admin)
  • Import user (Admin)
  • Create groups (Admin)

Documents

  • Internal and external file transfer

    • Send link internally
    • External Data Transfer / Secure File Transfer – send
    • Sent folder External file transfer
    • Activity log External Data Transfer (secure file transfer)
    • Sending download links with own e-mail program / external date transfer
    • Receive file - External file transfer (secure file transfer)
  • Indexing

    • Automatic indexing (Admin)
    • Customized own index (Admin)
    • Adjust index (Admin)
    • List of all files and folders – Data Room Index
  • Automatic notifications of changes
  • Automatic notification of changes (Admin)
  • Upload
  • Upload ZIP archives
  • Download
  • Folders
  • Comments settings (Admin)
  • Comments on folders and files
  • Rename folder description and folder
  • New document
  • Document preview
  • Document preview - supported file formats
  • Redact PDF files
  • Create private annotations (comments) to files
  • Create shared annotations (comments) to files
  • Mark unread documents
  • Document description
  • Copying and moving folders or files
  • Create link
  • Edit Office documents directly from netfiles (Admin)
  • Delete / Trash
  • Delete files / Trash (Admin)
  • Filter function
  • Favorites
  • Lists - new, modified, unread, expired and to be approved documents
  • Personal labels
  • Group labels
  • Encrypt PDF files for download (Admin)
  • Versioning of documents
  • Editing files in netfiles directly (Microsoft Office, Collabora)
  • Document approval / release workflow (Admin)
  • Open XLSX files in navigable preview

FAQ

  • How can I change the data room name / project name? (Admin)
  • Tips and information on security settings in netfiles
  • How can I check which documents users/user groups have access to? (Admin)
  • How can I control which other users can see a user in the data room? (Admin)
  • How can I restrict user access or data room access in terms of time? (Admin)
  • Who can see the recycle bin and with what content?
  • Why does the document preview not display a document?
  • How do I ensure that users do not see each other? (Admin)
  • How can I restrict user access or data room access in terms of time? (Admin)
  • How can I restrict a user's access to two or more subfolders? (Admin)

netfiles Data Vault

  • Create user / Accept invitation netfiles Data Vault
  • Information about netfiles Data Vault
  • Reset Data Key / Recover RSA key pair – netfiles Data Vault
  • Encryption and Key Exchange: Technical Overview – netfiles Data Vault

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Privacy Policy

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