Brainloop Secure Connector for Microsoft PowerPoint
Contents
1. cccccccccccceeceeceeeececceeeceeseeeceeeeeeecesseeeceessaeeeessaeeeesaaes 23 4 Appendix DOCUMENT revision history sicscsciscetssieweoctaccsscsesiewecerewseisivetersexioessarsiecenewtocieareustesieceass 25 Page 2 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 1 Welcome to the Brainloop Secure Connector for Microsoft PowerPoint The Brainloop Secure Connector for Microsoft PowerPoint is a client based software program that seamlessly integrates Microsoft PowerPoint with the Brainloop Secure Dataroom This allows you to securely work on PowerPoint documents with parties who do not have access to your company s Intranet The Brainloop Secure Connector for Microsoft PowerPoint enables you to safely navigate Datarooms from within Microsoft PowerPoint to open and save PowerPoint files directly from and to the Dataroom Depending on your Dataroom permissions you can also check PowerPoint documents out from and back into the Dataroom and send tasks to your collaborators In detail the Brainloop Secure Connector for Microsoft PowerPoint offers the following features Brainloop function on Home ribbon The Brainloop Secure Connector for Microsoft Office offers a Brainloop menu that is displayed in the Home ribbon of Microsoft PowerPoint The Brainloop menu in Microsoft PowerPoint shares the server connection configuration with the Brainloop Secure Connector for Microsoft Outlook Up2. orainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide Content 1 Welcome to the Brainloop Secure Connector for Microsoft PowerPoint 1 3 2 Using the Brainloop Secure Connector for Microsoft PowerPoint for the First Time 5 2 1 Configure Dataroom Servers ccccccccssesseccceeeeeeaeeseeeeceeeeseaeeeeeceeeeseseeaesseeeeeeeesseeaaeeseeeeeeseaas 5 2 2 Fanner sO UNOS cienias iiei stots aeiaai 7 3 Brainloop Secure Connector for Microsoft PowerPoint and its Functions c00s008 8 3 1 Navigate Datarooms and their Contents ccccccseeccceeceeseeeeeeeeeeeeeeesseeeeceeesseaeeeeessaaeeeees 8 3 1 1 Open the Current Folder in Tree View ccccccceeeccccccceeeceeeeseeceeeeeeeaeeeseeeeeesessseaaeeseeeeeeseaas 9 3 1 2 View Recently Opened Folders ccccccssesececcceeeeceeeceeeeeeeeeseaeeeeeeesaeaseeeesseeaeeeeesesgeeeeesaas 9 3 1 3 Search for a Document or a Folder in a Dataroom ccccceecccceeeeceeeeeeceeeeeeeeseeeeeeeeaees 10 3 1 4 Refresh Dataroom Contents ccccceecccceeseceeceesceeceeeececeeeeeeeceeeeeseueeeesseecesseeeeesaeeeeeas 10 3 2 Open a PowerPoint Document from a Dataroom cccccccccsseeeeeeeeeeeeeeeeesaaeeeeeeeeaaaeeeess 11 3 2 1 Open a Recently Viewed PowerPoint DOCUMENL cccccccccceeeeeeeeeeeeeeeeeesaeeeeeeeeeeeeeeaa
3. Click the Dataroom button 3 Point to the Open menu The list of recently viewed PowerPoint documents is displayed to the right of the Open option in the menu Home Insert Design Transitions Animations Slide Sho fo B fa C ut E Layout r Copy fy Reset B 7 U amp abe Paste i i New o 0 F Format Painter Slider VE Section k Open Open a document from a Dataroom Save Save a document to a Dataroom 4 Select the desired PowerPoint spreadsheet from the list Page 12 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 3 Open a PowerPoint Document in the Web Browser To open a PowerPoint document in the Brainloop Secure Dataroom Service via your web browser proceed as follows 1 Right click a document in the list and select Open in Web Browser Open Document from Dataroom TX anma Ej O Navigate Up 15 TOP 01 ppt TOP 02 pf ETOP 03 pp F Open in Web Browser You are directed to the login page of the Brainloop Secure Dataroom Service Enter your username and password and click Login If the Dataroom is PIN protected enter the PIN you received by e mail or by SMS and click OK oS ae S T You are directed to the document with its Details window open gt Help gt Support Go brainloop Messages Calendar Watchlist Dataroom Reports Dataroom Administration Doc
4. Open ARS 7 eina Navigate Up O3 TOP 01 fi TOP 02 5 TOP 03 p Open in Web Browser Rename 2 If you are sure that you want to delete the selected document from your Dataroom answer the security message with Yes Page 15 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 6 Save a PowerPoint Document to a Dataroom 3 6 1 Save a Local PowerPoint Document to a Dataroom 1 Create a new document in Microsoft PowerPoint or open an existing local PowerPoint document 2 Click the Dataroom button and select Save Design Transitions fia Es Rese New n F Format Painter Slide H Secti E k Open Open a document from a Dataroom 3 Inthe Save Document to Dataroom pane navigate to the desired Dataroom folder Save Document to Dataroom x a hl Save ci ca Name TOP 04 ppt Save As PDF D Navigate Up ETOP 01 pptx PE TOP 02 pptx ETOP 03 pptx 4 In case of anew PowerPoint spreadsheet enter the desired name of the new document into the Name field d 5 cick e 6 The document is now saved to the selected Dataroom folder A progress bar in the bottom right corner shows the progress of that operation Saving document to Dataroom h mme Page 16 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide Tip If you want information from the Br
5. Simultaneously an e mail is sent out to each collaborator selected in the Collaborators field For details on handling and completing tasks please refer to your User Manual for Brainloop Secure Dataroom Service Page 24 of 25 brainloon Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 4 Appendix Document revision history First release for the Brainloop Secure Connector for Mt EUA AUA Microsoft PowerPoint Version 4 3 1 1 13 July 2015 Update to version 4 4 no content changes 1 2 12 October 2015 Update to version 4 5 no content changes Page 25 of 25
6. and the creation and modification dates as stored in the Dataroom in this pane Collaboration on PowerPoint spreadsheets with Dataroom members If you and your coworkers collaborators or team members have installed the Brainloop Secure Connector for Microsoft Outlook and Microsoft PowerPoint collaboration on PowerPoint spreadsheets becomes easy You can send a PowerPoint document on which you are working as a secure link to the persons concerned from Microsoft PowerPoint directly In the e mail you receive the Brainloop Secure Connector for Microsoft Outlook offers you an Edit action so that you can open and edit the document directly in Microsoft PowerPoint Check PowerPoint documents out of and into a Dataroom Provided the Enable Check Out option is activated for the corresponding Dataroom you can check a PowerPoint document out from the Dataroom to modify its contents and check it back into the Dataroom directly from within Microsoft PowerPoint Create tasks and send them to collaborators Provided the Tasks option is activated for the corresponding Dataroom you can create tasks and send them via secure e mail to your collaborators directly from within Microsoft PowerPoint Integrated Dataroom search function Searching for documents in a Dataroom from within Microsoft PowerPoint has been significantly simplified You can easily and quickly search for documents in the Open Document from Dataroom and the Save Document to Da
7. E brainloop com CN OU Product Manage c To authenticate with your SAML login proceed as follows e Open the SAML tab Enter your Username your e mail address you defined during your first registration to the Dataroom server amp Confiqure Server Brainloop Server URL f https my brainloop net aaa i 5 Click OK to save your settings 6 Once the connection to the given Dataroom server has been established a corresponding message is displayed 7 Click OK to confirm this message 8 The Change Settings dialog window is displayed with the Servers pane open by default 9 You can now add further Dataroom servers 10 If this is not required click OK to close this dialog window Page 6 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 2 2 Further Settings For details on further settings in the Settings dialog window please refer to our Client Installation and Setup Guide Page 7 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 Brainloop Secure Connector for Microsoft PowerPoint and its Functions 3 1 Navigate Datarooms and their Contents The Open Document from Dataroom pane as well as the Save Document to Dataroom pane show different Datarooms Dataroom folders or PowerPoint files Here you can navigate a Dataroom to select a PowerPoint document that is to be opened in or saved to Microsoft PowerPoi
8. xlsx 10 07 13 9 12 1 Training budget1 xlsx 10 07 13 9 08 Open in Web Browser 3 9 1 Add a Description to the Current PowerPoint Document To add a description to the current document enter your description into the Description field and click the button at the top of the pane Page 20 of 25 brainloon Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 9 2 Open a PowerPoint Document in the Web Browser To open a PowerPoint document in the Brainloop Secure Dataroom Service via your web browser proceed as follows 1 Inthe opened PowerPoint document click the Dataroom button and select Show Properties Click the link Open in Web Browser You are directed to the login page of the Brainloop Secure Dataroom Service Enter your username and password and click Login If the Dataroom is PIN protected enter the PIN you received by e mail or by SMS and click OK oa a ee N You are directed to the document with its Details window open gt Help gt Support Go brainloop mem Messages Calendar Watchlist Dataroom Reports Dataroom Administration Documents gt Send Securely gt Add Folder gt Add Document vil Presentations v Organize vw Modify View amp Print Select Multiple Items amp Name Changed Security Category Version Description gt Notify Me Add to Favorites Permissions Top 02 TOP 03 EJ Last Modified S
9. ainloop Dataroom to be embedded in the 1 document s properties activate the Embed Dataroom information in documents option in the General Settings 3 6 2 Save a PowerPoint Document to a Dataroom in PDF Format 1 Open a local document in Microsoft PowerPoint Click the Dataroom button and select Save In the Save Document to Dataroom pane navigate to the desired Dataroom folder gt DW Activate the Save as PDF option Save Document to Dataroom A sw TIT Name TOP 4 paf Save As PDF D Navigate Up PE TOP O1 pptx ETOF 02 pptx FE TOP 03 pptx 5 Select a folder from the list and click 6 The document is now saved into a PDF file to the selected Dataroom folder A progress bar in the bottom right corner shows the progress of that operation T FF Saving document to Dataroom qe Page 17 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 7 Create a New Folder in a Dataroom 1 Click the Dataroom button and select Save 2 Click Cy 3 Inthe Create Folder dialog enter the name of the folder into the Name field 5 Create Folder mmm Sem Name New Folder Description Training budget 4 As an option you can enter a folder description into the Description field 5 Click OK to save the new folder Page 18 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 8 Send a PowerPoin
10. he document is unlocked so that other users can check it out and edit it Note The document is automatically checked in when it is closed 1 Click the Dataroom button and select the Check In option 2 The document is now checked into the selected Dataroom folder A progress bar in the bottom right corner shows the progress of that operation Checking in document gemme 3 12 Create a Task for Collaborators Provided your Dataroom Manager has activated the Task option for the Dataroom you can create a task and send it to your collaborators via secure e mail 1 Click the Dataroom button and select the Create Task option ho itr Fim r F hoia ki Ope igen g forummer foran g Ciba EE fse i et g diuneni jo p DANH i Dhek aut Check dat the Gtetument trom Eer Oasen willl Pures piar ure Sere Corea f 3 Ci s7 aye a T 2 Enter a name description and due date for the task and select the desired collaborators from the Collaborators list Page 23 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide Create Task for Dataroom Members vx Create Task Name Activity report template Description Please fill in this template and retum it to me Due on Freitag 5 Juli 2 Collaborators R DR ADMINS Linked Document Activity report template dsm 3 Click the button A message confirming that the task has been created is displayed 4
11. load a PowerPoint document into a Dataroom Click the Brainloop button in the Home ribbon and select Save to upload the currently opened PowerPoint document to a Dataroom In the Save Document in Dataroom pane you can navigate to the desired Dataroom folder and enter a filename By activating the Save as PDF option you can save your PowerPoint spreadsheet in PDF format directly Download and edit a PowerPoint document from a Dataroom Click the Brainloop button in the Home ribbon and click Open In the Open Document from Dataroom pane you can navigate your Dataroom folders to select the desired PowerPoint spreadsheet Press Ctrl S or select Save from the Brainloop control button to save your changes back to the Dataroom Alternatively you can open a recently opened PowerPoint document by mouse over on the Open menu in the Brainloop control The list of recently viewed PowerPoint documents Is displayed to the right View or modify document properties When you are working on a PowerPoint document in a Dataroom click Show properties in the Brainloop control button In the Document Properties pane you can view and change the document description if applicable For newly created documents you can also change the document name In addition you can see the Dataroom access path the document status the Page 3 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide version number version history
12. nk to the current document is added to the mail 2 oS Enter the e mail addresses of the Dataroom members using the Brainloop Secure Mail Assistant enter the subject for the e mail and finally click the Send button 1 Tip You can also use the button in the Quick Access Toolbar of Microsoft PowerPoint to send your e mail For details on using the Brainloop Secure Mail Assistant please refer to our User Guide for the Brainloop Secure Connector for Microsoft Outlook Page 19 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 9 Show Document Properties from the Dataroom To view the Dataroom properties of the opened PowerPoint document click the Dataroom button and select In this pane you can review and change the description if applicable In addition you can see the Dataroom access path document status version number version history and the creation and modification dates as stored in the Dataroom Document Properties from Dataroom v x H Save Description KI Description Auto check in on close Path DRC Stefanie Porsiel 01_my brainloop info Dokumente Documents Status Created Content Frozen 11 07 13 17 15 Current version Modified 9 11 07 13 17 15 Versions Document Name Changed 9 Training budget1 xlsx 11 07 13 17 15 7 Training budget1 xlsx 10 07 13 10 15 5 Training budget1 xlsx 10 07 13 9 15 3 Training budgeti
13. nt Open Document from Dataroom vy x za D a Navigate Up b 10 Analysis 20 Presentations W 30 Results 40 Meetings 50 Project Management b Brainloop Info i Templates Note The list of files in the Dataroom view is cached for seven days To refresh 1 the current Dataroom view in the Brainloop Secure Connector and to remove all items from the local cache click Oy Double click a server URL to display the Datarooms installed on that Dataroom server Double click a Dataroom to show its folders Double click a folder to show its contents To jump back to the previous level double click Navigate Up 1 Tip You can also navigate your Datarooms and their contents by clicking Fe in the top right corner of the pane See Open the Current Folder in Tree View page 9 Page 8 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 1 1 Open the Current Folder in Tree View To navigate a Dataroom or a Dataroom folder in tree view click E f O Select Folder EzE Select a folder co https my brainloop net l 01 My Secure Courier l 0 02_Demo_Adobe_IRM_Expiration based W ik l EDRS Online Help Project eolas Brainloop l Brainloop Lokalisierung Brainloop Software Releases B Brainloop Support i Test Dataroom Translation Claudia https my brainloop info A Navigate the tree vie
14. oop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 2 Open a PowerPoint Document from a Dataroom 1 Open Microsoft PowerPoint 2 Click the Dataroom button and select Open Insert Design Transitions HO cu 4 B 5B za Copy Paste Layo Rese New F Format Painter Slide Secti aga Save Save a document to a Dataroom i Settings TY Change the default settings of the Brainloop Secure Connector for Microsoft Office Help Download our latest user guide for Brainloop Secure Connector for Microsoft Office 3 Inthe Open Document from Dataroom pane navigate to the desired Dataroom folder Open Document from Dataroom TX onma EJ Navigate Up TOP O1 pptx FEITOP 02 pptx R TOP 03 pptx 4 Select a PowerPoint document from the list and click Bon or double click a document in the list to open it in Microsoft PowerPoint Tip You can also select a document from the list of recently viewed PowerPoint documents next to the Open option in the menu see Open a Recently Viewed 1 PowerPoint Document page 12 or use the View Recently Opened Folders option by clicking in the top right corner of the pane to find a document Page 11 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 2 1 Open a Recently Viewed PowerPoint Document 1 Open Microsoft PowerPoint 2
15. or Microsoft Outlook they are already available in Microsoft PowerPoint 1 Click the Dataroom button and select the Settings option Click the Servers option and click the Add button The Configure Server dialog window is displayed a N Open the Brainloop Server URL drop down list and select a Dataroom server or type the server s URL into the field Note The most common Dataroom servers NET US and CH can be selected from the list other URLs must be entered manually into the field a To authenticate with your e mail address and password proceed as follows e Inthe Username amp Password tab enter your Username your e mail address you defined during your first registration to the Dataroom server and your Password 5 Configure Server Brainloop Server URL f https my brainloop net e amp Password Certificate SAML Authentication Jsemam Username john doe sample com Password Page 5 of 25 brainloop 7 Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide b To authenticate with your Dataroom certificate proceed as follows e Open the Certificate tab Click the Select Certificate button and select the appropriate certificate from the list Certificate details are then shown in the respective fields 5 Confiqure Server Brainloop Server URL https my brainloop net Authentication ertifi Certificate Is CN Brainloop AG DC brainloop DC com Subject
16. s 12 3 3 Open a PowerPoint Document in the Web Browser ccccseseeeeeeeeeeeceeeeeesaeeeeeeaaeees 13 3 4 Rename a PowerPoint Document in a DatarOOM ccccceecceceeeeeceeeeeeeeeeseeeeeteeeesaeeees 14 3 5 Delete a PowerPoint Document from a DatarOOM cccceccccceeceeceeeeeeeeeeseeeeeseeeeeseeeeees 15 3 6 Save a PowerPoint Document to a Dataroom cccccceeeceeeeeeeeeeeeeeeeeeeeeeessaeeeeeeesaaaeeeees 16 3 6 1 Save a Local PowerPoint Document to a Dataroom ccccceeeeceeeceeeeeeeeeceaeeeeeeessaaeeeees 16 3 6 2 Save a PowerPoint Document to a Dataroom in PDF Format ccccccsseeeeeeeeeeeeeeees 17 3 7 Create a New Folder in a Dataroom ccccceecccceesccecceeeeeeceeeceeceeeceeseeeeeeseaeeesseeeeessaees 18 3 8 Send a PowerPoint Document as Secure LINK cc eeeeeeececceeeeeeeeeeeceeeeeeeeeeeeeeeeeeeeeaas 19 3 9 Show Document Properties from the DatarOOmM cccccccecsseeeceeeeeeeeeeeeeesaeeeeeeeesaaeeeess 20 3 9 1 Add a Description to the Current PowerPoint DOCUMENL ccccsseeceeeeeeeeeeeeeeeeeeeeees 20 3 9 2 Open a PowerPoint Document in the Web BrowSet cccccsseseceeeeseseeeeeeeseeeeeeessaaeeeees 21 3 10 Check out a PowerPoint Document from the DatarOOmM ccccseccceesseeeeeeaeeeeeeneeeeeeeeees 22 3 11 Check a PowerPoint Document back into the DatarOOM ccccccecsseseeeeeeeeeeeeeeeeeeeaees 23 3 12 Create a Task for Collaborators
17. t Document as Secure Link To send a Microsoft PowerPoint document via e mail to Dataroom members from within PowerPoint use the Save amp Send option integrated in the application 1 Open the PowerPoint document you wish to send to your collaborators 2 Select the File tab 3 Select the Save amp Send option on the left Home Insert Design Transitions Animations Slide Show Review View Storyboarding la Save Save amp Send Send Using E mail Gl Save As E Attach a copy of this presentation to an e mail my oeo CY srdugemoi Everyone receives separate copies of this presentation Close Changes and feedback need to be incorporated manually Q Save to Web Info Recent fa Save to SharePoint Create an e mail that contains a link to this presentation Everyone works on the same copy of this presentation me nara Boi GES Elen Everyone always sees the latest changes Keeps the e mail size small Print i i AX Presentation must be saved in a shared location Ez Publish Slides Save amp Send Attach a PDF copy of this presentation to an e mail y File Types r Document looks the same on most computers Help ner Preserves fonts formatting and images NI Change File Type Dora Content cannot be easily changed Click the Send Using E mail option in the Save amp Send section in the middle area Click the Send as Attachment option in the Send Using E mail section in the right area A new e mail is created and a li
18. taroom panes simply by clicking the new Search Ci button and entering the search term Open a folder or document in the web browser A simple right click on a folder or a document in the Open Document from Dataroom and the Save Document to Dataroom panes opens the folder or the document with its Details window open in the Brainloop Secure Dataroom Service New option to rename documents in the Dataroom If you wish to rename a document in a Dataroom you can do so in the Open Document from Dataroom and the Save Document to Dataroom panes simply by right clicking the corresponding document New option to delete documents in the Dataroom If you wish to delete a document in a Dataroom you can do so in the Open Document from Dataroom and the Save Document to Dataroom panes simply by right clicking the corresponding document Page 4 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 2 Using the Brainloop Secure Connector for Microsoft PowerPoint for the First Time 2 1 Configure Dataroom Servers Once the Brainloop Secure Connector for Microsoft Office has been installed on your computer the application is available right within Microsoft PowerPoint When you open Microsoft PowerPoint after the first installation of the Brainloop Secure Connector you need to configure one or more Dataroom servers Note If your Dataroom servers have been configured in the Brainloop Secure Connector f
19. tatus View amp Print See also Open a PowerPoint Document in the Web Browser page 13 Page 21 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 10 Check out a PowerPoint Document from the Dataroom Provided your Dataroom Manager has activated the Check out option for the Dataroom you can check out a document in order to lock it for other users and prevent the document from being edited by others Note The document is automatically checked out as soon as you make changes to the document 1 Open Microsoft PowerPoint 2 Open the document you want to check out from the Dataroom 3 Click the Dataroom button and select the Check Out option Home Insert Design Transitions Open Open a document from a Dataroom Save Save a document to a Dataraom 4 The document is now checked out from the selected Dataroom folder A progress bar in the bottom right corner shows the progress of that operation Checking out document ge j 5 The status of the document in the Dataroom is now Reserved by me gt Notify Me Add to Favorites Permissions Last Modified Status View amp Print T Page 22 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 11 Check a PowerPoint Document back into the Dataroom When you check a document back in your updated version is transferred to the Dataroom T
20. uments gt Send Securely V V Add Folder gt Add Document W Presentations Organize vw Modify View amp Print Select Multiple Items amp Name Changed Security Category Version Description gt Notify Me gt Add to Favorites Permissions TOP 02 fl Top 03 El Last Modified Status View amp Print See also Open a PowerPoint Document in the Web Browser page 21 Page 13 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 4 Rename a PowerPoint Document in a Dataroom To rename a PowerPoint document in a Dataroom directly through the Brainloop Secure Connector for Microsoft PowerPoint proceed as follows 1 Right click a document in the list and select Rename Open Document from Dataroorm T X ABS open e ms D Navigate Up TOP meme Open in Web Browser Delete K ETOP 0 ETOP 0 2 Inthe Rename dialog window overwrite the filename with a new one Rename s Name ele i ppt lt 3 Click OK to save Page 14 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 5 Delete a PowerPoint Document from a Dataroom To delete a PowerPoint document from a Dataroom directly through the Brainloop Secure Connector for Microsoft PowerPoint proceed as follows 1 Right click a document in the list and select Delete Open Document from Dataroom
21. w by clicking the name of a Dataroom or Dataroom folder Click OK to return to the Open Document from Dataroom pane 3 1 2 View Recently Opened Folders To navigate quickly to your last opened folders click Di Your last opened Dataroom folders are shown in a list To delete a folder from that list click Fij This will not delete the folder from the Dataroom Page 9 of 25 brainloop Brainloop Secure Connector for Microsoft PowerPoint Version 4 5 User Guide 3 1 3 Search for a Document or a Folder in a Dataroom 1 To search for a document in the Dataroom click XJ The Search Term field is displayed Open Document from Dataroom 4 Hi Open Search Term top me a Back E TOP O1 pptx E TOP 02 pptx E TOP 03 pptx Enter a word that is contained in the name or in the contents of the PowerPoint file you are looking for and click Go or press Enter Tip If you only know part of the word contained in the document name or in the document enter the word followed by an asterisk e g test 3 To return to the last opened Dataroom folder click the Back button 4 Toclose the Search Term field click again 3 1 4 Refresh Dataroom Contents Since the local cache is saved for seven days we recommend you refresh the Dataroom view on a regular basis To refresh the current Dataroom view in the Brainloop Secure Connector and to remove all items from the local cache click OD Page 10 of 25 brainl
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