How can we help you?

Feb 2, 2011 - by Ronen Segall

Sometime around midnight on a snowy Saturday in January, a Firmex employee clicked a button. There wasn’t any cake or balloons, but this was still an occasion to celebrate because Firmex users now had access to their new support portal.

Hundreds of new articles, new video tutorials, and a new catchphrase: How can we help you?

We named it the Firmex Knowledge Base - a place where users can quickly search for answers; where administrators can watch videos at their own pace; and where self-guided learning leads to more informed customers.

For example: An administrator who has never uploaded documents may want to access the Getting Started section on uploading documents, watch the video and then read the article.

Is Your Password as Secure as Your Data?

Nov 15, 2010 - by Ronen Segall

Imagine a secure bunker housing the most confidential documents in the world, like something out of a Mission Impossible movie. Now imagine the front door of that bunker being secured with a rusty old padlock.

This is often the case when dealing with secure online websites. The back-end contains all the advanced gadgetry while the front-end is protected by a weak, easily deciphered password like a person's favourite sports team, a spouse's name, or a child's birthday. Such is the nature of being human.

Firmex employs a different type of password protection. We ensure that the front-end padlock of your site is as secure as the back-end infrastructure.

When a new Firmex user profile is created the user is assigned a complex, randomly generated password. The password is at least 10 characters long and made up of a combination of 94 characters (26 uppercase letters, 26 lowercase letters, 10 numbers, and 32 special characters). The first time a user logs in they are asked to change their password to a password that's just as complex as the one that was randomly generated.

Personalizing a User’s Due Diligence Review Experience Using Document Flags

Oct 7, 2010 - by Ronen Segall

A due diligence checklist may contain thousands of documents, with new documents being uploaded daily. So how do your customers keep track of their due diligence activities?

Similar to an Inbox in email, Firmex marks each user’s documents as new, read or unread. Every document that is uploaded to a checklist receives a document flag.

- An exclamation point next to the document indicates that the document is new to the user .

- An unopened envelope next to the document indicates that the document hasn't been read by the user . 

- An opened envelope indicates that the user has read the document.