Before you begin, always keep an original copy of the document.

Step 1: Select the Document to Redact

To start, go to the Documents module. In the Options column to the right of the document, click on the three dots (⋮) labeled “More actions”. Then, from the dropdown menu, select the framed option “Redact”.

Note: A redacted document may be larger than the original depending on the number of pages and redaction marks. For storage calculation, only the original document size is considered.

You can monitor storage usage from the Settings page.

Click “Continue” to open the document in a new tab.

Step 2: Apply Redaction

Two methods are available :

• Redact by Keywords:
  Click in the Text Search bar and enter the text you want to redact.

• Redact by Area:
  Click “Start”, then drag the cursor to select an area to redact. If needed, apply the same selection to all pages (e.g., logos). Once done, click “Stop”.

Tip: Review the list of information to be hidden before finalizing. This step is crucial to ensure compliance and prevent data leaks.

Step 3: Finalize the Redaction

To save the redacted document, click “Save”.
The hidden elements will be permanently redacted and cannot be modified.

Do not refresh the page during the saving process to avoid interruptions.

A notification saying “Redacting saved” will appear at the bottom of the platform to confirm the operation is complete.
The document will then be updated and tagged as Redacted.

Recommendation: Re-read the document to confirm that all sensitive information has been properly covered.

Special Case: Scanned Documents (OCR)

To redact scanned documents, you must first perform OCR (Optical Character Recognition) to make the text detectable.
Then, you can apply keyword-based redaction.

Stronger PDF redaction. When you save redactions, we now convert the PDF to an image-based PDF.

This permanently removes the underlying text so it can’t be copied, searched, or programmatically extracted—preventing the common issue where hidden text remains in the file.

You can require all participants (including yourself) to sign a document via Docusign before being granted access to the data room.

Activate the option on the Settings page

Step 1: activate the option

If you are a Project Manager, you can activate the option on the Settings page.

In the Confidentiality agreement section, click on Activate.

Step 2: Upload your file, PDF or Word. File must be less than 50MB.

You can upload a NDA or any other document.

Step 3: Prepare your document

Place your signature tags. At least one signature tag is mandatory. The signature tag is where the signatory will click to sign.

Step 4: Sign your NDA

You will be automatically redirected to the settings page as soon as you have saved your document on step 3. To maintain your access to the data room, sign the NDA by clicking on go to document.

Each signatory will receive a signed copy of their NDA by email.

What does my guests see if they haven’t signed yet?

When trying to access the project, a warning message will appear requesting the signature of the NDA.

Who signed the NDA?

Go the Participants page to track the signatures.

Green tick on the participant’s card = the participant has signed the NDA and can now access the data room.

The attention symbol = the participant has not yet signed the NDA and cannot yet access the data room.

How to download the signed NDAs?

Only Projects Managers can download the signed NDAs on the Participants page.

You can download your signed NDA on the page Bible.

When creating your Bible, select “Include all signed confidentiality agreements” on the configurations options.

1. Click on the button “Generate a Bible”
2. Choose a name
3. Select any or all files and folders from de the Documents page
4. Click on “Validate”

A Bible last for 96 hours, once it is created or after it is shared.

What documents can I include in a bible?

A Bible can contain any file that the user who creates it has access to.

As a Project Manager, you have access to all a Project’s files. You can therefore include any or all files and folders from the Document page.

Who can generate Bibles?

By default, only Project Managers can generate Bibles. On the Settings page, you can enable Guests to create their own Bibles.They will also be able to generate Bibles, but only containing files to which they have access.

The project settings are only accessible for Project Managers.

Groups allow Participants to be brought together according to common characteristics or interests (lawyers, clients, financial advisers, members of the same company, etc.). Project Managers can then share documents or assign tasks on the Checklist to an entire group. This simplifies the configuration of access rights.

How to add a Participant?

Before adding a Participant, you must create a group by clicking on New group. All Participants must belong to a group (even if they are the only member of it).

If you have a large number of Participants to add to your Project, you can invite them all at the same time via an Excel file (see question below).

Step 1:

Click on Add Participant at the bottom of a group, and then fill in the Participant’s name, first name, email address and company (optional).

Step 2:

Define the language the Participant’s profile will appear in (French, English or German).

Participants can collaborate in French, English and German within the same project.

The Participant can change their profile’s language at any time by clicking on their name at the top right of the screen and accessing their profile settings.

Then determine the settings according to the situation:

• You can defer sending the Participant a notification telling them they have been added to the Project by unchecking the “Invite to the project by sending an email now » button (for example if you want to add files and define access rights for those files before sending an invitation).
• You can also add a personal message to the invitation email by clicking on “Customize the Invitation Email.”

Click o, Add to confirm.

How to move a Participant to another group?

You can move a Participant from one Group to another by simply clicking on the Participant and dragging and dropping them into their new Group.

How to remove a Participant?

Click the icon next to a Participant’s name to remove them from the Project.

They will receive an email informing them that they no longer have access to the Project.

In case of an error, you can add the Participant again any time.   

How to import several Participants and / or Groups at once?

By clicking on Import/Export and then on Mass Import of Participants, you can invite several participants at once. First download the Excel file template and secondly, upload it (on the right hand side) once completed.

No need to create Groups beforehand: a Group column in the Excel file allows you to create them automatically once the file is uploaded back onto the platform.

 We advise you to use the Import from file feature if you have at least 10 Participants to invite to the Project.

How do I manage my notifications?

If you disabled your notifications, any documents added since your last login will be displayed in the following ways:

• A red dot appears on the top right corner of new documents;

• Newly added documents can also be found in the permanent Recent Files folder at the top of the Documents area

Files added during your current session are considerated as new and will be display on the Recent files folder.

By clicking on the Recent files folder, you can easily identity and access the files’ location.

To add files or folders to the Documents page, click Add, then Add file or folder at the top right of the page.

Click on Import folders or Import files then Start upload to confirm

By default, only Project Managers can create folders. You can update the access rights on the Settings page.

You can also drag and drop your files and/or folders.

Can Guests add files?

By default, yes. When a Project Manager creates a Project, all Guests can add files.

Later, Project Managers can deactivate this option on the Settings page.

All Projects Managers can always add files, this right cannot be deactivated for them.

If you are a Project Manager, go to the Access rights area on the Settings page and decide which groups ou participants can add files.

• If a group or particpant is checked = they can add files on the Documents page (and the Checklist)
• If a group or participant is unchecked = they cannot add files on the Documents page (and the Checklist)

How to create version histories for documents?

Click on the three dots icon to open a document’s menu, then click on Manage versions

 By default, Participants with access to the previous version of a document will also have access to the new version, and will be notified by email that a new version was shared.

 Select a file from the Closd project, your computer or more options (LexisPoly or iManage if the option is activated). Click on Add to validate, the new version will be added.

In the document’s menu, click on Manage versions then History to view all existing versions.

Project Managers can also make one or more Project Managers invisible to Guests.