Reviewers on a Datasite project are likely to spend a majority of their time within the project in the Documents tab. The Documents tab is organized via a left navigation pane containing Shortcuts and the Index, and to the right, a main content panel. Filters and column management are also available.

 

 

Shortcuts

In the Shortcuts area you'll find:

• New - Contains files that have been made available to you've recently been granted access to
• Favorites - Contains files you've marked as favorites
• Downloads - Contains large download selections that you've performed

For additional details, see Shortcuts. 
To collapse the Shortcuts section click the chevron.

Index

The Index houses the content available for your review. In the Index section of the left navigation pane, click a fileroom icon to expand the fileroom in the left pane and main panel.

The quickest way to see a fully expanded fileroom showing all content, along with your available permissions (view, view/print, view/print/download) is to click Index List located to the upper right. The 'Access' column displays your level of access to an item (hover over the icon for a symbol definition). Click file icons to open them in a Datasite file viewer. Click Exit Index List to go back to the main panel.

In the main content panel you can:

• Drag and drop column headers to rearrange the table display
• Click next to a column header to reverse the display order
• Use the fields below column heads to search, or click the associated funnel icon to display a range of filtering options 
• Click folder icons to display contents
• Click file icons to open files in a Datasite viewer
• Select the check box associated with a file to:
  • See file properties in the attributes row below the content grid
  • See available viewing options displayed in the top options menu; depending on your access these could include Download and More Actions > Print (there is no option in the menu to view a file, simply click the file icon to view it). See View a File and Download Folders or Files