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  • Users and Groups

Users and Groups

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)
Access rights
  • 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
    • Reset 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
    • CAD Viewer / document preview
    • 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
    • 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
    • Document approval / release workflow (Admin)
    • Open XLSX files in navigable preview
    • Setup editing Office documents online with OnlyOffice (Admin)
    • Editing Office documents online in netfiles with OnlyOffice
    • Editing Office documents together online with Only Office
    • Setup editing Office documents directly from netfiles with Microsoft Office (Admin)
    • Editing files in netfiles directly with Microsoft Office
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  • 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
  • netfiles Enterprise Data Room Premium

    • Settings Enterprise Data Room Premium

      • Enterprise Administration settings (netfiles Enterprise, Data Room Premium)
      • Cost center report (netfiles Enterprise, Data Room Premium)
    • Groups and users Enterprise Data Room Premium

      • User administration (netfiles Enterprise, Data Room Premium)
      • Set up automatic deactivation of users (netfiles Enterprise, Data Room Premium)
    • Data room administration (netfiles Enterprise, Data Room Premium)

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