admin Cloud-based applications are a crucial component of the modern office. With all the options for file sharing and document management, it’s hard to know which solutions will meet your firm’s security needs. CapLinked’s free whitepaper, Security Checklist for Cloud Software, explains how to what to look for when evaluating cloud applications, including: Types of data … Read more
With ever-increasing connectivity, the global data environment is fast becoming a mobile world. Whether accessing data through USB drives, smart phones, tablets, or laptops, the ability of companies to monitor and control data has emerged as a formidable challenge. Mobile access has driven the evolution of a “BYOD” (Bring Your Own Device) culture in … Read more
We have added the ability for all CapLinked members to download individual folders from their workspaces. Instead of downloading only one or all of the files, save time by selecting only the important folders to download and CapLinked will package together the files for a quick, secure download to your Mac or PC. Try out … Read more
We’ve improved the interface for tracking every activity in a workspace, from knowing who downloads your files to who viewed your workspace on a certain date. It’s all filterable by any date range and can also be downloaded for further analysis or legal follow-up. Don’t forget to explore the other detailed reports we released earlier … Read more
We’ve been hard at work here at CapLinked and are excited to announce some new enterprise features which will help make it even easier to securely manage your transactions. iPad Compatibility: Unlike virtual data rooms, CapLinked’s web application has been optimized for use on iOS tablets, making for a seamless experience on-the-go. Enhanced Reports: Workspace administrators … Read more
Investor Connect is the CapLinked solution for investor reporting. The new feature automates the entire process of splitting a single PDF document into individual reports for each investor. Our cloud-based solution is secure and auditable, perfect for capital calls, K-1 Reports, fund updates, and other reporting functions. Here’s how Investor Connect can help you: • Track if/when investors … Read more
We’ve rebuilt the workspace permissions page from the ground up for 2013. It is now much easier to create customized permission settings for your business transactions. In less than 10 minutes, set up an entire workspace with permissions for download/upload capabilities, watermarking, invites and uploads. Create multiple permission levels inside a single workspace, perfect for different … Read more
For those of you who frequently create similar workspaces, we’ve added workspace templates to help save you time. Everything from your logo, files, members, tags, and custom fields will be added to workspaces created from the template automatically. To try it out, create a workspace template from your My Workspaces page and follow the steps … Read more
We’ve added a powerful new feature that allows a workspace administrator to put a workspace into draft mode. When in draft mode, access is restricted to all members of the workspace, except administrators while they upload files, add a list of members to invite, or revise information regarding the deal. All new workspaces are created … Read more
You now have the ability to create admin and personal tags for workspaces. If you and your team are managing multiple deals, this will make it easier to sort workspaces into customizable categories that make sense for your business. Tags are either “Admin Tags” which are set by workspace administrators for all workspace members to see, … Read more
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