• The Closd home page 

• Project pages: Legal Project (LP) and Data Room (DR) 

This search applies to documents available in the Documents and Checklist modules, but not to signed documents. 

Search Results 

Suggested results will appear automatically as you type. 

Click on “View all results” or press Enter to access the full results page (25 results per page). 

• If the file is in PDF format, it will open directly in the Closd integrated viewer. 

• For other formats (Word, Excel, etc.), you will be redirected to the page where the file is located, with the file highlighted. 

Folder Navigation 

The file path shown in the search results is clickable: 

• Clicking on a folder will redirect you to that folder within the corresponding project. 

• Clicking on the last folder (where the file is located) will open the document page with the file highlighted. 

Filter Your Results 

• Use the Filters button to narrow down results by project. 

• You can search within the list of available projects. 

• Active filters are displayed and can be removed individually or cleared with one click. 

Example Use Case 

Looking for a file named “Rapport audit 2024.pdf” but don’t remember which project it’s in? Just follow these steps: 

1. Type “audit 2024” into the global search bar from the home page. 

2. Matching files from all your accessible projects will appear instantly. 

3. Click the PDF result to open it in the viewer, or use the folder path to navigate to its location in the project. 

If you are a guest on a project, the results displayed will depend on the access rights granted to you by a project manager. 

Need Help? 

If you have any questions or encounter any issues, feel free to contact our support team through the platform. 

What is OCR ?

OCR (Optical Character Recognition) is a technology that converts an image document, whether scanned or photographed, into digital text. During this process, the text is directly integrated with the original document image, allowing it to be editable and searchable while keeping the original appearance.

OCR conversion process

Replacement of the original document: Once the OCR process is completed, the original document is replaced by the OCRed version. The text is integrated within the image, making the content both readable and interactive.

Impact on file size: The OCR process can cause an increase in file size because additional data is added to make the digital text editable and easily accessible.

Benefits of OCR

Content recognition and analysis: OCR enables the document to be both accessible and accurately recognized, thereby facilitating content analysis tasks such as summary generation.

Text search: Once the document has been processed with OCR, it becomes possible to perform text searches, thereby facilitating rapid access to specific information.

Key information:

While OCR technology is typically accurate, errors in recognition may still arise, particularly when the original document quality is suboptimal.

Layout: OCR can sometimes distort complex elements like tables or images, even though the text itself is correctly recognized.

Data protection: At Closd, all data is processed securely and in compliance with the platform’s highest data protection standards. For more information, please refer to our Closd Data Protection page.

Generate a summary from a scanned PDF

It is possible to request a document summary directly within the interface.
Here is what appears if the file is an image or a scanned PDF:

If the document is an image or a scanned PDF, an OCR (Optical Character Recognition) conversion step must be triggered to enable the generation of the summary.

• – Maximum volume of files per Project: 2 gigabytes

• – Maximum number of files per Project: 2,000

In addition, only files smaller than 50 MB can be signed using DocuSign. This limit goes up to 100MB with CertEurope. Documents being signed must also be less than 2,000 pages long.

You can upload all types of files from the Documents page (Word, Excel, Pdf etc.)

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.

This makes possible to attach the index to a contract as part of an audit, for example.

The files index is available in PDF and Excel formats.

By selecting the PDF format, the file will open in a new tab while the Excel file will download.

 Guests can also generate an index file containing the list of folders and files they have access to.     

How to share an index by email?

Step 1: On the Documents page, click on Options then Share index by email

Step 2: Select the format (Excel or PDF) and the recipients. Click on share to confirm

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.