Firmex is a cloud-based Virtual data room service provider headquartered in Toronto, Ontario, Canada.

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Firmex
Firmex
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  • Firmex Virtual Data Room - Fast Demo
    Firmex offers the security and usability of bigger players alongside the innovation and cost savings of a newer, disruptive startup. They’re also known for their customer service, which is personalized to meet the needs of individual clients and available 24/7/365. The company reports opening 10,000 new data rooms per year for over 75,000 customers, and they list Deloitte, Omers, PWC, Barclays, CI...
Firmex
Firmex
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  • Import Due Diligence Request List
    Firmex’s due diligence import spreadsheet lets you import a large due diligence request list in to Firmex. Most often the import spreadsheet is used alongside a request list document provided by a buyer or the investment bank. The spreadsheet cuts down the amount of time it takes to create the request list, compared to manually typing the request list, or copying and pasting request list items. ...
Firmex
Firmex
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  • Document Versions in Legal Extranets - Firmex VDR
    Managing versions in Firmex is a great way to easily collaborate, while ensuring a complete audit trail of information is exchanged between internal and external users. Contract negotiations, managing deal closings, providing historical records of investor reports or board meeting minutes, preparing for litigation or audits, and tracking and sharing corporate policies are just some of the examples...
Firmex
Firmex
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  • Manage Q&A - Firmex VDR
    Firmex Q&A lets you easily manage, route and answer large volumes of questions relating to your deal using your existing Firmex interface. More about managing Q&A: https://support.firmex.com/hc/en-us/articles/204467698-Questions-and-Answers-Q-A- Firmex Virtual Data Room: http://www.firmex.com/virtual-data-rooms/
Firmex
Firmex
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  • View as - Firmex VDR
    View As is a simple way to verify which folders and documents a user can and can’t access. View As allows Project Managers and Administrators to view project content as another member of the project. More about view as: https://support.firmex.com/hc/en-us/articles/204467598-View-your-project-as-another-user Firmex Virtual Data Room: http://www.firmex.com/virtual-data-rooms/
Firmex
Firmex
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  • Review Documents Faster: Quick view, search, listings - Firmex VDR
    This video shows how to review documents efficiently: - Quick View filters - Search - Document and folder listings More on reviewing documents efficiently: https://support.firmex.com/hc/en-us/articles/204467578-Reviewing-documents-efficiently Firmex Virtual Data Room: http://www.firmex.com/virtual-data-rooms/
Firmex
Firmex
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  • Smart Upload and Folder Merge - Firmex VDR
    Smart Upload with Folder Merge allows you to upload folders and subfolders to Firmex multiple times without creating duplicates. When a folder is uploaded to a location where a folder already exists with the same name, the folder contents will be merged. The documents in the uploaded folder will be added into the existing folder, and versioned if appropriate. Smart Upload checks for identical cont...
Firmex
Firmex
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  • Inviting Users - Setup users in your Firmex VDR
    In order to access a Firmex project and its documents, a project Administrator must set up and grant access to a user. The setup process involves five steps: Note: This article reflects the Users functionality and not the Groups functionality, being released in January 2016 More on inviting users: https://support.firmex.com/hc/en-us/articles/204467528-Set-up-invite-users Firmex Virtual Data Roo...
Firmex
Firmex
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  • Uploading - Uploading documents into Firmex VDR
    A project Contributor, Manager, or Administrator may upload documents and folders to Firmex. The different methods of uploading to Firmex are: - Creating folders manually - Importing a list of folders via spreadsheet - Drag-and-drop folders and documents (through web browser or Desktop application) - Email In documents More on uploading documents: https://support.firmex.com/hc/en-us/articles/205...
Firmex
Firmex
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Firmex
Firmex
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  • New Project - Starting a new project with Firmex VDR
    A project is the foundation of your Firmex site. It is the first thing you create - the shell where documents and users live. You need to be a Site Contributor or Administrator in order to add a new project. The steps below explain how to create a new Firmex project. More on starting a new project: https://support.firmex.com/hc/en-us/a... Firmex Virtual Data Rooms: http://www.firmex.com/virtual-...
Firmex
Firmex
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  • Log in - Logging in to Firmex for the first time
    Every user that is invited to your Firmex project will receive an email containing their own unique username and password. The video below shows the process of receiving the initial email and logging in for the first time. More on Logging in: https://support.firmex.com/hc/en-us/a... Firmex Virtual Data Rooms: http://www.firmex.com/virtual-data-rooms/
Firmex
Firmex
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  • Fasken Martineau uses Firmex Virtual Data Rooms
    Firmex is a crucial part of everyday operations at the international business law firm. - I love the product and think it’s really easy to use. ...we’ve gotten exceptional client service from Firmex. Today, over 75,000 companies worldwide have used our virtual data rooms, including financial and legal intermediaries, investment funds and corporations. Millions of documents are exchanged using Fi...
Firmex
Firmex
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  • Email In
    Learn more about there feature here: http://www.firmex.com/product/features/email-in/ Email In provides a new way for documents to be added into Firmex – by emailing attachments to a unique email address that represents a specific folder in the data room. There is no need for the sender to access a web browser, log in to Firmex, or change passwords. It’s fast, easy, secure, and compliments the ex...
Firmex
Firmex
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