Archive Order Form

Archive Order Information
Form Name
CS Email
example@example.com
Please complete this form to request that a copy or copies of a Firmex Virtual Data Room be shipped by Firmex Support to a recipient(s) of your choosing on USB.

Before processing your order, Firmex Support will provide you with a quote in the form of a digital purchase order (DPO) based on the scope of your request. The invoice is typically sent to the requester unless we do not have any company billing details, in which case it will be sent to our invoice contact for the account. Please contact Support for any questions regarding billing. Please note that material hidden from Firmex Support will not be included in the archive.

The estimated processing time, from receipt of the completed DPO by Firmex Support to shipment, is 2-3 business days for standard orders but may vary depending on the scope and complexity of the request. Expedited orders are prioritized for faster processing.

Completing this archive order form will not freeze your VDR. If you require your project to be frozen, please email support@firmex.com separately.
I am a project administrator and a member of the company licensing the Firmex data room or, if I am not, I understand that Firmex may have to contact these parties before completing my request. I understand that Firmex will not be able to fulfill my request if these parties withhold their consent.

Order Details
Your name*
Your email address*
example@example.com
Site address (e.g. example.firmex.com)*
Project name*

Content Information
Include numbering*

YesNo
Include content*
The next page will ask for more information such as group name, if applicable.
Additional

Document Activity ReportQ&A
Q&A details*
Note that if Q&A has not been set up in the project, Firmex Support will not include it.
Document Activity by User report details*
Special instructions
Include any specific details about content, Q&A, reports.

Additional Content Details (All Indices)

The archive(s) will include all indices, folders, and subfolders. This includes offline content (if your project has any), which is only available to Project Administrators.
Versions*

Include only current versions of documentsInclude all versions of documents
All content within the selected indicies (including any Offline content and/or content uploaded through Q&A not made visible) will be included in the archive.
The archive will include an index of the contents in both Excel and, where possible, HTML formats.

Additional Content Details (List Indices)

The archive(s) will include only the indices specified below.
Include only the following indices (separate with commas)*
Versions*

Include only current versions of documentsInclude all versions of documents
I agree that Firmex Support may create a new Professional Services group and add a proxy user to the project in order to create the view.
All content within the selected indices (including any Offline content and/or content uploaded through Q&A not made visible) will be included in the archive.
The archive will include an index of the contents in both Excel and, where possible, HTML formats.

Additional Content Details (Specified Group)

The archive(s) will contain only the content visible to the group specified below.
Include only content visible to the following one (1) group*
Only one group selection is permitted. If multiple group views are required, please submit an archive order for each view or go back and select a different content option.
Versions*

Include only current versions of documentsInclude all versions of documents visible to this group
I agree that Firmex Support may create a new Professional Services group and add a proxy user to the project in order to create the view.
Please note: Any document protections applied to the group (e.g. Enforce Watermark, Lock to Computer, etc) will not be applied to documents in the archive.

If all versions are selected but the group does not have permission to see all versions, only current versions will be included.

The archive will include an index of the contents in both Excel and, where possible, HTML formats.

Additional Requests
Device(s)*

DVDUSB
Total number of devices
Additional requests

Include comfort letterExpedite (indicates that we should prioritize this order to complete ASAP - does not specify a shipping method as all Firmex Archive Orders are shipped express)
Preferred Delivery Date*

YearMonthDay
Firmex cannot guarantee a delivery date due to third-party courier and customs procedures, but we will do our best to prioritise your order accordingly. Please also note we cannot start the order until the digital purchase order is signed. Same day delivery is not available.

DVD Details

The archive(s) will be provided to the recipients on a DVD-ROM. Note that we are unable to archive content greater than 8GB onto a DVD, and will therefore offer a USB instead.
DVD Encryption Options*
None:

The DVD will not be encrypted.

Protected:

For an additional fee, we can encrypt with a password. Please note that the archive can only be read with the included Roxio Secure Burn program which we will provide a guide for. Contents will be accessible on both Windows and Mac OS.

Archive contents are accessible through the included Roxio Reader software (Windows and MacOS), and provided on a standard DVD. 256-bit AES encryption, FIPS 140-2 compliant.
USB Details

The archive(s) will be provided to the recipient on USB flash drive(s).
USB Encryption Options*
In order to improve future encryption offerings, please comment on why you chose this encryption and not the most secure 'Read-Only' option:*
The Subscriber authorizes Firmex to prepare and ship Subscriber’s Materials on an unencrypted USB. Subscriber assumes all risks associated with shipping Materials on an unencrypted USB. Firmex shall not be responsible or liable for any unencrypted USB that is lost during transit or incorrectly received and accessed. Please ensure that your shipping information is correct.
All encryption methods are free of charge.

Read-Only:
- 256-bit AES read-only encryption with password protection
- Contents are accessible via the Roxio Secure Burn reader software, which is included on the device and does not require additional downloads or installations. A user guide is provided on each device.
- Contents cannot be edited on the device
- Contents can be easily copied to another location for editing
- FIPS 140-2 compliant
- Contents on the device are accessible on Windows and Mac OS
BitLocker:
- 128-bit AES-CBC encryption with password protection
- Contents are editable on device once the password is entered
- Contents on the device will only be accessible on Windows OS
None:
- No encryption or password-protection
- Contents are editable on the device
- Contents on the device are accessible on Windows and Mac OS

Comfort Letter Details

A comfort letter will be provided free of charge.
Comfort letter details*
Physical:

A physical comfort letter will be included in each shipping envelope sent to the recipient.

Digital:

A digital (PDF) comfort letter will be provided to you as an email attachment. There is also an option to include it on the device itself.
Include digital comfort letter on device(s) in addition to receiving copy via email?*

YesNo

Estimate USB Quantity & Number of Shipping Locations

As our clients often require USBs to be provided to all parties involved in the project, including Buyers, Lawyers, Advisors, etc., Firmex is happy to offer shipping to multiple locations as needed.
Approximately how many USBs do you need for your project?*
Note: You’ll be asked to confirm the number of USBs for each shipping location on the next pages. This initial selection helps us understand your overall project needs.
Number of shipping locations:*

Location 1: Shipping Information
Location 1: Recipient name*
Location 1: Email*
example@example.com
Location 1: Company name*
Location 1: Street Address, Line 1*
Please note we are unable to ship to PO Boxes.
Location 1: Street Address, Line 2
Location 1: City*
Location 1: State / Province
Location 1: ZIP / Postal Code*
Location 1: Country*
Location 1: EORI Number or Tax ID - For EU Addresses Only
Including the company's EORI (Economic Operators Registration and Identification) on commercial invoices will facilitate the prompt clearance of shipments to the EU. As of March 1, 2023, an EORI or Tax ID is strongly recommended (and in some cases mandatory) for expediting the customs clearance process.
Location 1: Receiver phone number*

Area or Country CodePhone Number
Location 1: Number of copies to this address*

Location 2: Shipping Information
Location 2: Recipient name*
Location 2: Email*
example@example.com
Location 2: Company name*
Location 2: Street Address, Line 1*
Please note we are unable to ship to PO Boxes.
Location 2: Street Address, Line 2
Location 2: City*
Location 2: State / Province
Location 2: ZIP / Postal Code*
Location 2: Country*
Location 2: EORI Number or Tax ID - For EU Addresses Only
Including the company's EORI (Economic Operators Registration and Identification) on commercial invoices will facilitate the prompt clearance of shipments to the EU. As of March 1, 2023, an EORI or Tax ID is strongly recommended (and in some cases mandatory) for expediting the customs clearance process.
Location 2: Receiver phone number*

Area or Country CodePhone Number
Location 2: Number of copies to this address*

Location 3: Shipping Information
Location 3: Recipient name*
Location 3: Email*
example@example.com
Location 3: Company name*
Location 3: Street Address, Line 1*
Please note we are unable to ship to PO Boxes.
Location 3: Street Address, Line 2
Location 3: City*
Location 3: State / Province
Location 3: ZIP / Postal Code*
Location 3: Country*
Location 3: EORI Number or Tax ID - For EU Addresses Only
Including the company's EORI (Economic Operators Registration and Identification) on commercial invoices will facilitate the prompt clearance of shipments to the EU. As of March 1, 2023, an EORI or Tax ID is strongly recommended (and in some cases mandatory) for expediting the customs clearance process.
Location 3: Receiver phone number*

Area or Country CodePhone Number
Location 3: Number of copies to this address*

Location 4: Shipping Information
Location 4: Recipient name*
Location 4: Email*
example@example.com
Location 4: Company name*
Location 4: Street Address, Line 1*
Please note we are unable to ship to PO Boxes.
Location 4: Street Address, Line 2
Location 4: City*
Location 4: State / Province
Location 4: ZIP / Postal Code*
Location 4: Country*
Location 4: EORI Number or Tax ID - For EU Addresses Only
Including the company's EORI (Economic Operators Registration and Identification) on commercial invoices will facilitate the prompt clearance of shipments to the EU. As of March 1, 2023, an EORI or Tax ID is strongly recommended (and in some cases mandatory) for expediting the customs clearance process.
Location 4: Receiver phone number*

Area or Country CodePhone Number
Location 4: Number of copies to this address*

Location 5: Shipping Information
Location 5: Recipient name*
Location 5: Email*
example@example.com
Location 5: Company name*
Location 5: Street Address, Line 1*
Please note we are unable to ship to PO Boxes.
Location 5: Street Address, Line 2
Location 5: City*
Location 5: State / Province
Location 5: ZIP / Postal Code*
Location 5: Country*
Location 5: EORI Number or Tax ID - For EU Addresses Only
Including the company's EORI (Economic Operators Registration and Identification) on commercial invoices will facilitate the prompt clearance of shipments to the EU. As of March 1, 2023, an EORI or Tax ID is strongly recommended (and in some cases mandatory) for expediting the customs clearance process.
Location 5: Receiver phone number*

Area or Country CodePhone Number
Location 5: Number of copies to this address*

Submit your order
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Archive Order Information

Order Details

Content Information

Additional Content Details (All Indices)

Additional Content Details (List Indices)

Additional Content Details (Specified Group)

Additional Requests

DVD Details

USB Details

Comfort Letter Details

Estimate USB Quantity & Number of Shipping Locations

Location 1: Shipping Information

Location 2: Shipping Information

Location 3: Shipping Information

Location 4: Shipping Information

Location 5: Shipping Information

Submit your order