Introducing Q&A Assignments
CapLinked’s new Q&A Assignments tool allows you to assign one or multiple administrators to answer questions from a group within a Workspace.
Virtual Data Rooms
Feature Focus: Salesforce Integration
When inviting users to a workspace, CapLinked Administrators now have the ability to sign into their Salesforce account and directly add their Salesforce contacts. Once a user has been invited, their contact information will be stored in your CapLinked virtual data room so they can be invited to future workspaces with just one click. If you … Read more
Feature Focus: Expire Workspace Access
CapLinked administrators now have the ability to set a date at which members of a Permissions group in a workspace will have their access to files revoked.
Feature Focus: Subfolder Permissions
[vc_row][vc_column][vc_column_text]Subfolder permissions are here in your virtual data room! Workspace administrators can now change ‘View’, ‘Download’, and ‘Upload’ permissions at the subfolder level. These new permissions will provide administrators with more granular control with regard to document access and more flexibility when creating their custom permissions groups. You can learn how to set the new … Read more
Feature Focus: Expired Invite Notification
[vc_row][vc_column][vc_column_text]CapLinked administrators can sit back and relax after sending their invites to their virtual data room. There is no need to repeatedly check the status of your invites as you will now receive a notification if any of your invites have expired. You can access your Permissions with one easy click and then resend the invite to your users … Read more
Feature Focus: Document Editing
Find out how CapLinked’s Document Editing capabilities will streamline your workflow and enhance your collaborative efforts by enabling you to update and edit all of your documents inside a CapLinked Workspace.
Feature Focus: Enhanced Permissions
CapLinked administrators now have more granular control when assigning permissions. Primarily based on customer feedback, the new permissions page is designed to streamline your workflow by utilizing a more intuitive interface and allowing for more precise control over what workspace members can access. This upgraded configuration allows administrators to easily grant view, download, and/or upload … Read more
Feature Focus: Downloading Q&A Reports
To enhance collaborative efforts and streamline workflow, Caplinked has developed a way to download a report on the Q&A section in Excel to review and address all questions at anytime from your computer.
Feature Focus: Activity by Group report
Keeping track of people who are proactively viewing your documents is important when managing a deal in a timely manner. Thanks to customer feedback Caplinked has developed a way to see all of this information on an easy to read page.
Feature Focus: Viewing Excel Files in your Browser
One of the main features that differentiates CapLinked from legacy virtual data room providers is our secure file viewer available in any browser, on any device (iPad, iPhone, Android, etc). When viewing excel documents, legacy providers require annoying plugins and downloads, like Java or Flash. Due to CapLinked’s innovative approach to viewing files, you can … Read more