Welcome to the VDRPro tutorials page!
Explore the topics below to view concise instructional videos to
help you build out, manage your VDRPro project from start to finish.
Getting started with VDRPro
Before you can start building your VDR, you need to activate your Intralinks account.
View a tour of the VDRPro application and watch an overview of the basic settings for your exchange before building your VDR.
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Account Activation See this demo on how to activate your Intralinks account. |
Manager Tour Watch this video for a tour of VDRPro from a Manager's point of view. |
Basic Exchange Settings Watch this video overview for a walkthrough of the basic settings for an Exchange in VDRPro. |
Build your VDR in VDRPro
Watch these video tutorials for guidance on how to build out your VDR. Refer to the technical documentation for in-depth processes.
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Step 1: Upload Documents See how to upload documents as a Manager, plus tips on how to expedite your workflow. |
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Step 2: Manage Documents After uploading documents, learn how to manage files in your VDR and use features to increase efficiency. |
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Step 3: Add Users & Groups Watch this walkthrough to learn how to add users and groups in VDRPro. |
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Step 4: Assign Permissions Watch this tutorial to see how viewing permissions are assigned within VDRPro. |
Additional features to consider for your VDR buildout.
Permissions
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Document Protection Discover the various security options for document protection in VDRPro. |
Permissions via Documents Tab Permissions can be assigned directly via the documents tab. |
Folder Level Permissions Learn how using folder-level permissions can streamline your workflow. |
Redaction (must be enabled in the exchange)
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Manual Redaction If your VDR has a Redaction tab, watch this video to learn how to manually redact documents. |
AI Redaction Configuration If AI Redaction is enabled in your VDR, view how to set up the configuration. |
AI Redaction Walkthrough After configuring AI Redaction, learn how to use the AI Redaction feature to redact documents in your VDR. |
Go Live Review
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Watermark Configuration View how to customize a watermark in VDRPro. |
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Permissions Report Reporting is available to confirm the permissions assigned in your VDR. Watch this video walkthrough to ensure files have the correct viewing permissions. |
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Go Live Prelaunch Review Watch this walkthrough to verify you have completed all necessary steps when you are ready to go live with your VDR. |
Q&A (must be enabled in the exchange)
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Q&A Configuration Watch this video to learn about setup and configuration if the Q&A feature is enabled in your VDR. |
Q&A Coordinator Overview Learn how to navigate Q&A, delegate questions and optimize your workflow as a Q&A coordinator in VDRPro. |
Q&A Clean Team Configuration Clean Teams require specialized configuration in VDRPro. Watch how to enable and configure your VDR for Clean Teams in VDRPro. |
Archiving in VDRPro
Archives of your VDR are available to order for digital download or in physical USB/Hard Drive formats. Intralinks also offers DealVault, a cloud-based archive solution where deal data is stored and can be accessed at any time. Learn more about DealVault.