Firmex Virtual Data Rooms

Hi Ian,

Thanks for the review! With regard to Firmex having an embedded version control option, you'll be glad to know that we have one. Here's a quick summary of our versioning and document status options:

Firmex's versioning feature is built-in to our system. You can choose to upload a new document, or a new version of a document. You and your team can always access the version history, while only giving guests users access to the latest version of the document (the "document of truth"). Firmex can also detect new versions of a document based on the content of the document.

Firmex also supports content status on documents and folders. Many of our customers use this content status to designate whether a document is in draft, awaiting review, or final. This usually coincides with our document comment and tag systems.

Your Customer Success Manager will follow up with you to demonstrate these features at your convenience.

Kyle Bardsley
Senior Director, Customer Operations & Growth

Hi Emma,

Thank you for your feedback! I'm glad you've enjoyed using Firmex and found the software easy to navigate once you got familiar with the platform.

We do believe that our users could benefit from some videos when they're first introduced to Firmex. We do have a Getting Started video series available on our Firmex Knowledge Base, and I've attached the link to the first video in the series below.

https://support.firmex.com/hc/en-us/articles/204467538-Start-a-new-project-change-the-project-name

Once again, thank you for your feedback.

Maren Van Zutphen
Customer Success Manager

Hi there,

Thank you for your feedback. We're very pleased you're happy with our platform. We're constantly working on improving our product, releasing new updates each month to bring new functionality to our amazing customers.

We very much appreciate the importance of having clear, easily accessible analytics when it comes to your various dataroom needs. For this reason, one our main focuses for the 2019 Product Road-map is improving reporting functionality.

If you're interested about hearing more about the upcoming releases, or have questions about product functionality, I'd be happy to arrange a call to discuss at your convenience. Alternatively, our award-winning Support Team is available 24/7/365.They can be reached at 1.888.688.4042 x11 or support@firmex.com.

Thanks again for choosing Firmex,

Kyle Bardsley
Senior Director, Customer Operations & Growth

Hi,

Thanks for the review! We hear you loud and clear. The majority of our clients prefer group-based permissions and the advantages that come with it, but we understand that certain projects require user-based permissions.

Our Client Services team would be happy to customize your project to allow for user-based permissions. This will allow you to hide documents inside a folder by user, as well as setting up users instead of groups.

I'd be happy to hop on a quick call at your convenience.

Thanks again for choosing Firmex,

Kyle Bardsley
Senior Director, Customer Operations & Growth