Viewing documents, watermarked download and sharing in the data room
How to open documents in the data room, download or share watermarked copies one by one or as a whole folder, work in a folder, and view the property data sheets.
The data room shows and issues every PDF and image with a watermark: your name, identifier, the date and the word "Confidential", and when downloading also a unique code. This makes every issued copy traceable.
Viewing a document
- After signing in, open the folder under Shared with me.
- Click the document or View. It opens in the portal's own viewer; Office files are shown as PDF.
- Search within the folder in Search documents..., or everywhere in Search documents, labels, folders....
Watermarked download
- For one document click Download; for several, select them (up to 300); for the whole folder use Download all.
- Optionally set a password for the package (8–128 characters); an encrypted ZIP is then created.
- Wait until "Preparing the watermarked copy…" changes to "Your watermarked copy is ready."
- Click Save, or on a phone use Share to send the files to the device's share menu.
For one file you receive the file; for several, a ZIP named after the folder with a table of contents (codes and skipped files). The finished package can be downloaded for 24 hours.
Uploading and folder management
If you have the functions, you can upload files, create subfolders, rename, and remove a file from the folder (the document stays in the document store). A folder shared by the administrator cannot be removed, only its subfolders, and only an empty folder can be removed.
Properties
The Properties menu shows tiles of the properties linked to your folders, with the full data sheet, room list, gallery and map. A document linked to the property (land registry extract, floor plan, certificate) is only visible if it is in a folder shared with you.
For the administrator
Issued copies are listed in Documents → Issue register (who, when, which document, which version, with which code). On the Folders screen you can also issue a watermarked package to a user of a folder.
Example
Anna Kovács selects four PDFs and an Excel sheet in the "Minta utca 1." folder and downloads them with a password. The ZIP contains the four PDFs, each with its own code (for example K7Q4-M2XD); the Excel sheet is listed among the skipped files in the table of contents.