Hilfe Center
Documents Settings (Admin)
You can access the data room settings by clicking on the gear wheel symbol to the left of your data room name. The changes made here affect the entire data room and all users.
Display
- Show folders at the top of the document list.
- Mark unread documents: Mark unread documents with a dot in the list.
- Show the author of the last version.
- Mark folders with access rights: Folders with access rights are marked by an icon in the listing. Moving the cursor over the icon displays the access rights assigned to each group.
- Show number of documents: Show number of documents per folder to users without administration rights. The number might not match what they will see.
- Show in List Views.
- Show with Time.
Features
- Users can change access rights: Users with “View, upload/download & edit” rights can change the access rights for a folder, provided that they are allowed to see other users (including those who do not share any of the same groups).
- Users can delete files: Users with “View, upload/download & edit” rights can move files to the trash.
- Approval function: If this function is enabled, administrators can optionally mandate for new documents to require approval by a second user prior to being displayed (Four-Eyes Principle)
- Users are allowed to download folders.
- Password protection: Downloaded pdf copies can only be opened after entering the password.
Online documents
- Allow creation and editing of Office documents.
- Allow creation and editing of text documents and bookmarks.
Trash
- Empty trash automatically.
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General
- 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)
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Administration
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- 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
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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
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Users and Groups
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Documents
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- 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)
- 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
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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)
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netfiles Data Vault