Product: All
Applies to: Everyone
During this transition, you may see both names in the application and related documentation.
View the FAQ about what's changing
Use this page to learn about Intralinks releases that provide new or enhanced capabilities. In addition to these releases, Intralinks constantly updates its products to ensure their security and to increase performance and the overall user experience.
To view Intralinks releases by product, see Latest Intralinks releases - view by product.
May 12, 2026
The following enhancements have been made for DealCentre AI:
Advisory and Corporate Development (CorpDev) Experience
All Documents view
Deal team members can now access a flat list of all documents in the deal room across folders using the All Documents view.
This view is available in:
- Internal Documents in the Marketing area
- Documents in the Preparation and Diligence areas
This enhancement makes it easier to search, filter, and perform bulk actions without navigating folder structure.
Note: You can still use the folder navigation on the left side of the screen to browse using the folder structure.
Attention needed error filter
A new Error type filter is available for the Attention Needed filter view in the Documents tab in the Preparation area. Deal administrators can now group documents by specific error types using the Error type filter.
This enhancement allows deal administrators to prioritize and perform bulk actions for selected error categories.
Q&A - Comments between administrators and SMEs
An Internal Collaboration tab is available in the Q&A slide-out panel on the right side of the screen for each Q&A item. Q&A administrators and assigned subject matter experts (SMEs) can discuss responses before submitting to the buyer using comments. You can use @mentions to tag specific Q&A administrator or SMEs. The @mention sends a notification email. Comments are internal and not visible to buyers.
This enhancement supports internal collaboration between Q&A administrators and assigned SMEs.
Q&A - Grouping questions
Q&A administrators can now group questions by Category, Priority, Question Status, and Answer Status in addition to Buyer.
This enhancement provides additional ways to review the grouped Q&A questions.
Q&A - Bulk submit proposed questions
Buyer submitters can now submit Proposed questions in bulk. They can select multiple proposed questions and submit them using the Submit Questions button. They can also bulk import questions and use auto-submit. Auto-submit creates questions directly in the Submitted status. The Q&A administrators and SMEs are notified when new questions are submitted.
This enhancement reduces manual effort and speeds up the Q&A bulk submission process.
Q&A report in data archive
The Q&A report is now available in the data archive.
This enhancement ensures the deal artifacts from a specific Q&A viewpoint are complete and traceable for compliance purposes in the archive.
Redaction mark on all pages
You can now apply a redaction mark across all pages in a document in the redaction viewer. You mark an item once such as page numbers, footers, and logos. You can then apply the same markup to the same position on every page using the Mark on All Pages option.
This enhancement reduces repetitive manual work when redacting recurring page numbers, footers, and logos across multi-page documents.
Document list export enhancements
The Document List export now includes three new columns - Redacted, Redaction Status, and Attention Needed. The formatting also includes clear headers and structured indentation.
This enhancement makes it easy to review exported document lists.
Analytics - Dashboard usage tab enhancements
The Usage tab for Dashboard in the Analytics area now shows the file Size and Pages as soon as the deal is created, instead of after the deal goes live. The page count is based on billable pages, including up-to-date conversion rates and usage such as convert to PDF, replace, and redact. Two widgets are also available: Billable Usage and Billable Usage Over Time.
This enhancement allows you to view file and page counts without exporting reports. This helps to estimate costs track usage early in the deal workflow.
Bulk rename files and folders
You can now rename multiple files and folders in Internal Documents in the Marketing area at once by importing a completed Excel template. The template is available from the three-dot menu in the Internal Documents tab.
This enhancement reduces the time and error risk associated with manually renaming large document sets.
Translated documents export
Deal administrators can now export a list of translated documents to an Excel spreadsheet using the Export to Excel button. The button is available in the Preparation area for the Translated filter view. The button is enabled if there is at least one translated document available in the Translated documents grid. The export includes all visible columns and matches your current filters.
This enhancement allows you to you share or review translated content offline.
Download all documents
You can now download all documents from a filtered view in one action. You can use the three-dot menu and select Download for Internal Documents in the Marketing area, and Documents in the Preparation and Diligence areas. The download covers all pages, not just the current page. Your search and filters are retained. Large downloads are split into ZIP files (up to 1000 documents each). You receive an email when the download is ready.
This enhancement helps you download large document sets from filtered views.
April 16, 2026
The following enhancements have been made for FundCentre Reporting (formerly InvestorVision) :
FundCentre Reporting - Rebranding
InvestorVision is now called FundCentre Reporting. This is a name and branding change only.
You will see the new name in the login page, navigation, browser tabs, and emails.
Your data, reports, and settings remain unchanged. Existing URLs and bookmarks continue to work.
Documents - Ask Link
LPs can now use Ask Link to search and ask questions across documents.
Ask Link returns answers with source references. Documents supported by Ask Link show a symbol.
The search can also be limited to a single document when needed.
This helps LPs find information faster without manual review
Note: Ask Link is available only for EU-hosted portals and GPs must enable the feature for LPs.
Posting with no split code - Retain original file name
GPs can now keep the original file name when posting documents using no split code.
GPs can select No Split Code and check the Retain Original Filename option. This option must be selected each time for a posting.
This update allows consistent document naming across uploads.
Reminder notifications
GPs can now send reminders to LPs who have not viewed a document using the Notifications tab.
They can send up to three reminders per posting. There must be a 24-hour gap between each reminder.
The system sends reminders only if no users from that LP have viewed the document.
This update reduces manual follow-ups and missed communication.
Data Screens - Hedge balances and currency display
LPs can now view hedge balances with currency data in the portal. This is available to the SS&C Fund Admin clients with both documents and data licenses.
Hedge balances appear in the Investments section. Currency is displayed with the data.
This update provides a single view of documents and data in the portal.
April 15, 2026
The following enhancements have been made for FundCentre Fundraising:
-
GP Portal - Additional fields for reference document upload
You can now add Campaign and Fund as optional fields while uploading reference documents. You can assign or update these fields during publishing.
Additionally, Campaign and Fund now appear as columns in the Reference Documents grid. You can filter by them or add them using the column chooser.
This update helps GPs organize, filter, and manage reference documents.
-
GP Portal - Documents bulk ZIP file upload
GPs can now upload an entire document structure in a single ZIP file. The upload supports unlimited files with a total size limit of 1 GB per upload.
The upload folder structure is kept intact and files are mapped correctly to the Document Group and Document Type. After upload and virus scan, the files are published automatically.
The files can be viewed in Bulk Actions and Documents. GPs can roll back a batch if needed.
This update reduces manual uploads.
-
GP and LP Portal - Excel files in document viewer
Excel (.xls) files now open within the document viewer on both GP and LP portals.
The viewer includes options under the View menu, such as zoom controls and display settings. Zoom preferences reset each time a file is reopened.
This update allows GPs and LPs to quickly view Excel files without downloading them.
-
GP Portal - Consent management: Content resets
GPs can now update consent text and links at both login and campaign levels using Reset Consent. Consent can be reset so LPs must accept it again at their next login.
All updates, resets, and re-consent actions are recorded in Activity Logs.
This update enables GPs to manage all consent settings in the GP portal.
-
GP Portal - Consent management: Reset to default content
GPs can now reset any template to its default content. This restores the original wording and links.
All reset actions are recorded in Activity Logs.
This update allows GPs to restore original template content.
April 13, 2026
The following enhancements have been made for DealCentre AI:
Advisory and Corporate Development (CorpDev) Experience
Bulk rename files and folders
Users can now rename multiple files and folders at once by importing a completed Excel template. The template is available from the three-dot menu in the Preparation and Diligence areas. This enhancement reduces the time and error risk associated with manually renaming large document sets.
April 2, 2026
The following enhancements have been made for DealCentre iOS:
Diligence - Push materials from Preparation
You can now push documents directly to Diligence using long tap, swipe or bulk select. There is no need to swich to desktop.
Diligence - Remove materials from Diligence
You can remove documents from Diligence and move them back to Preparation using long tap, swipe or bulk select. There is no need to swich to desktop.
Bulk actions - Multi-select documents
You can now select multiple documents and perform actions in a single step.
April 1, 2026
The following enhancements have been made for DealCentre AI:
Advisory Experience
Q&A - Third party as Q&A administrator
Third-party users can now be assigned Q&A administrator permissions in the Q&A workflow. They can configure workflows, manage questions and publish answers.
This change allows external third party users to manage Q&A.
Q&A - Third party users as delegated SMEs
Q&A administrators can now assign third party users as delegated subject matter experts (SMEs). These users can respond to assigned questions. The delegation can be done both manually and through Q&A workflow configuration.
This change ensures questions can be answered by appropriate subject matter experts.
Advisory and Corporate Development (CorpDev) Experience
Link AI translation
A number of enhancements are available for Link AI Translation:
- Translation settings - Administrators, third party, and sellers
Deal administrators control which user groups can access translation from Settings. Translation is enabled by default.
When enabled, users can access the document translation entry points, the Language column, the Translated column, and the Translated Documents quick filter.
Deal administrators set whether a watermark appears on the translated output.
- Translation settings - Buyers
Buyer groups have separate inline translation controls. Deal administrators select which buyer groups can access translation.
- Translate and save documents
You can now translate and save documents into different languages directly within the platform using the Translate as New option. This is available for PDF, Microsoft Word and PowerPoint files up to 500 pages. The original file remains unchanged after translation. The platform creates a new translated PDF document. Translated document preserve the original layout and structure.
Translation supports 18 languages - English, Spanish, German, French, Italian, Portuguese, Japanese, Chinese (Simplified and Traditional), Dutch, Turkish, Korean, Russian, Swedish, Greek, and Polish.
This enhancement helps deal teams review translated content without exporting files or leaving the platform.
- Translation entry points - Link Document Insights and Document Properties
You can now translate directly from the Link Document Insights and the Document Properties panels. The document language is automatically detected. You can use the Translate as New to initiate the translation.
- Inline translation
You can now translate selected deal document text directly in the document viewer using inline translation. The system detects the source language, and the translated text appears alongside the original in the same modal. You can use this for electronic documents and scanned files with OCR text.
This enhancement allows deal teams to understand specific document sections without translating the entire deal document.
Note: Documents in Hebrew or Arabic cannot be used as a source language for inline translation
- Language Column
A new Language column displays the detected language for each supported document in the Marketing - Internal, Preparation, and Diligence areas.
Q&A - Copy attachments of proposed answers
When a Q&A administrator copies a proposed answer from a subject matter expert, the system now copies both the answer text and all associated attachments.
Q&A administrators can remove attachments or add new ones before sending the response to the buyer. If an attachment is not permissioned for the buyer group that asked the question, a warning appears before the response is shared.
This enhancement ensures attachments are included when responses are copied.
Q&A - Permission alerts for attachments
The platform now displays a warning when a Q&A administrator selects a file or folder that the buyer cannot access. The warning appears in the Select Documents panel before the answer is sent. Q&A administrators can fix permissions or select a different file before sending the answer.
Q&A - Display attachments in Link suggested answers
Link suggested answers now include attachments used to generate the responses.
This enhancement provides context to Q&A administrators when reviewing suggested answers.
Q&A - Inline edits for question category and priority
Q&A administrators can now edit category and priority for unanswered questions from the Q&A view. Changes are applied without clicking the question. Updates to the category also updates the assigned subject matter experts based on automatic delegation.
This enhancement allows easy update of required information.
Q&A - Import questions in bulk on behalf of buyers
Q&A administrators can now upload and submit multiple questions on behalf of a buyer group.
A template is available to upload multiple questions. After the upload, any assigned subject matter experts are notified, and the questions are visible in the questions grid.
This feature ensures multiple questions can be handled at once.
Q&A - Improved answer text area
The answer text area in Q&A is now larger and easy to scroll. This enhancement makes it easier to read, review, and edit long answers.
Copy documents and folders
Deal team members, third party groups, seller administrators, seller and target groups with manage rights can now copy documents and folders within or across deals. The content can be copied across deals to Internal or Preparation area. The latest version of the document is copied and the folder structure is preserved. The copied files or folders inherit the permissions of the destination folder.
Bulk redaction - Custom terms
You can now define Custom Terms and Do Not Redact Terms in the Configure Redaction modal for bulk redaction.
This enhancement allows you to handle sensitive terms in the deal documents.
Bulk downloads - Long path truncation
Bulk downloads over 1 GB now always truncate long folder paths. The system uses a middle-out truncation method. It shortens segments from the middle of the path and adds an ellipsis (...) to show where truncation occurred. Folder names remain visible so you can browse the downloaded folder structure without using an index file.
Bulk downloads - Append index numbers
You can now add index numbers for bulk downloads, including downloads under 1 GB.
This update ensures bulk downloaded data matches the deal content.
Deal access terms agreement
You can now enter up to 50,000 characters for the deal level Access Agreement in the Agreement Text field.
March 20, 2026
The following enhancements have been made for Onboarding:
GP view - Support multiple onboarding documents per template
LP view - Add and associate contacts during onboarding
GP and LP view - Default contact types by investor type
The system now automatically applies default contact types based on the selected investor type. Additional contact types can be added when needed.
This enhancement ensures required contact classifications are captured consistently.
GP and LP view - Renaming support documents
Support documents are now renamed to Supporting Documents.
LP view - Supporting documents
The Supporting Documents section now uses a grid layout that displays document groups based on existing document rule configuration.
This change provides a clearer and organized upload experience for LPs during onboarding.
LP view - Bulk upload for supporting documents
GP view - Enforce required supporting documents
LP view - Mandatory registered address
LPs can now see address of type Registered set as a mandatory field by default. The address type cannot be removed or changed. The other address types remain optional and can be added as needed.
LP view - Default and locked primary email and phone
LPs can now see the Email and Phone fields of type Primary preselected and required during onboarding. These fields cannot be removed, but additional email and phone types can still be added using the Other type.
LP view - Unified review and submit experience
LPs can now review and sign all onboarding documents from a single Review and Submit step. Each document shows the appropriate Review or Sign & Submit action
This enhancement provides a clear and consolidated experience for LPs.
March 6, 2026
The following enhancements have been made for FundCentre Fundraising:
-
GP Portal - Reference document bulk upload
A new ZIP upload option appears on the Reference Documents Upload page. GPs can now upload multiple reference documents at once by uploading a ZIP file. The ZIP file preserves the folder structure so that documents are automatically placed in the correct Document Group and Document Type.
The upload supports ZIP files up to 1 GB. If a document does not match an existing Document Type, you can assign a Default Document Type, which can be updated later.
This update enables GPs to save time by uploading multiple documents in a single ZIP file.
-
GP Portal - Update document type without unpublishing
GPs can now update the Document Type for multiple documents at once without unpublishing them. The original Published Date remains unchanged. LPs can see accurate document history and do not receive unnecessary notifications.
This update enables GPs to reorganize documents during an active fundraising campaign without limiting LP access.
-
GP Portal - Branding for landing page
GPs can now add their company logo and brand color in the campaign-level Landing Pages under Marketing. The branding appears across the landing page and the FundCentre Fundraising portal.
This update provides prospective investors with a landing page matching the GP's corporate identity.
-
GP Portal - Manage permissions using Permissions page
GPs can now see and manage all contact and investor permissions using the portal-level Permissions page under Manage menu.
This update enables GPs to filter, review, and manage permissions from a single page.
-
GP Portal - Apply permissions to multiple contacts
GPs can apply permissions to multiple contacts at once using the Apply New Permission option from the bulk actions menu.
This update allows access to be granted to large groups of contacts in a single action.
-
GP Portal - Configure watermark placement
A new Position option is available for Watermark Settings in FundCentre Fundraise. GPs can control which sections of the LP portal display a watermark. GPs can configure the preferred watermark placement with the help of Customer Success Managers (CSMs).
This update allows sensitive content to remain protected while other information remains visible.
-
LP Portal - Customize LP portal dashboard
GPs can customize the LP portal dashboard with the help of CSMs. They can show or hide specific sections such as Dashboard Summary, Dashboard Opportunities, or Dashboard Funds. If Dashboard Opportunities or Dashboard Funds is turned off, then the Invest menu is not available for LPs.
This update shows LPs only the information that is relevant to them.
Note: The LP banner remains available when the dashboard is enabled.
-
LP Portal - Bulk download documents
LPs can download multiple documents at once using the bulk Download option. The downloaded ZIP file organizes documents according to Document Group and Document Type and preserves the GP defined folder structures.
This update keeps file organized after download with a familiar folder structure.
March 4, 2026
The following enhancements have been made for DealCentre AI:
Advisory and Corporate Development (CorpDev) Experience
Q&A - Ask on behalf
Q&A administrators can now submit questions on behalf of a buyer group in DealCentre AI. All the question submissions have the Q&A administrator name and are linked to the relevant buyer group. The questions can also be delegated to subject matter experts.
All members of the selected buyer group can see the question and the full Q&A thread.
Exports record administrators, the buyer group, and timestamp of the submission.
This feature ensures questions received outside the platform, for example, through email can still be tracked.
Q&A - Multiple answers for open questions
Q&A administrators can now submit multiple answers to a question while it remains open. They can add clarifications or new information without closing the thread.
Buyers can submit follow-up questions on each new answer. Q&A administrators can reply to those follow-ups using the same process as the first answer.
Notifications are sent to buyer submitters and proposers for each new answer. All additional answers and follow-ups are tracked in exports.
This enhancement allows ongoing responses within the same Q&A thread.
Q&A - Manage buyer category visibility
Q&A administrators can now control question categories visible to buyers in the Q&A workflow from Configuration in the Q&A tab under the Diligence area. When buyers submit a question, they only see the enabled categories from the 17 predefined category options.
This enhancement allows Q&A administrators to hide categories that are not relevant to a buyer group.
Q&A - Copy attachments of proposed answers
When a Q&A administrator copies a proposed answer from a subject matter expert, the system now copies both the answer text and all associated attachments.
Q&A administrators can remove attachments or add new ones before sending the response to the buyer. If an attachment is not permissioned for the buyer group that asked the question, a warning appears before the response is shared.
This enhancement ensures attachments are included when responses are copied.
Watermark enhancements
Watermarks now apply to protected Office files (.docx, .xlsx, .pptx) opened in the browser. This applies to files in the Preparation and Diligence areas. Additional watermark settings such as font size, text alignment, time zone display in timestamps, and user email are available.
Watermarks are displayed in Camel case and include a timestamp with the viewer's time zone. Additionally, watermark do not appear when View As is used.
This enhancement ensures that watermarks appear on supported Office file types.
Note: For Deal Marketing, watermarks apply only to PDFs.
Drag and drop documents and folders
You can now drag and drop documents and folders from the content panel to the folder tree in the left panel. This applies to documents and folders in Internal and Preparation areas. Index numbers appear during the move so you can confirm the placement.
This enhancement makes it easier to reorganize documents without using menu actions.
Archives - Long path truncation
Archives now always truncate long folder paths. The system uses a middle-out truncation method. It shortens segments from the middle of the path and adds an ellipsis (...) to show where truncation occurred. Folder names remain visible so you can browse the archive structure without using an index file.
This update helps archive recipients understand the folder structure more easily.
Entity contact management and visibility
Entity administrators can now control which users can see contacts in DealCentre AI.
When adding a contact, administrators select an Available To visibility level from three options.
- Entity Admin - all entity administrators can see the contact
- Entity Groups - all group admins of selected groups can see the contact
- Entity - all users within an entity can see the contact
Group administrators can create contacts for their group but cannot change visibility settings.
When contacts are uploaded using an Excel spreadsheet, all contacts in the upload share the same visibility setting.
This update helps control who can view contacts across groups.
Enhanced document search in Documents tab
You can now search for documents directly from the Documents tab using the existing search bar. Search applies to your current area and the active tab. You can use scope tags to filter the search using Current Folder, Document Name, and Folder Name.
The results are seen within the active tab and include only documents you have permission to view. The results list shows the number of matches. When you view a result, the document opens in the viewer. The search term is already filled in and the matches are highlighted in the viewer.
This change helps you find documents without switching tabs or opening multiple files.
Defect fix
Extended auto-inherit permissions for groups
Deal team groups, seller groups, and target groups with View or Download permission at the folder level now automatically inherit access to all content uploaded in that folder. You no longer need to manually assign permissions after each upload. Users also receive a notification when they gain access to newly uploaded content.
This fix helps maintain consistent access control and reduces manual permission updates.
March 3, 2026
The following enhancements have been made for InvestorVision:
- GP portal - Enhancements in notification template editor
The notification template editor now supports additional font options, updated formatting features, and images up to 1 MB. The preview shows exactly what LPs will see.
This update is available for all the templates.
- Updates to investor document naming convention
Document names for duplicate investors no longer have the system-generated suffixes -TNR or -HEDGE at the end.
This applies to SS&C GlobeOp clients and does not require any user action.
February 20, 2026
The following enhancement has been made for FundCentre Fundraising:
-
GP Portal - Easy metadata update for documents
GPs can now update document metadata from the Details page without unpublishing the document. After changes are made, the Save option becomes available to apply updates.
Updatable fields include document Name, Effective Date, Watermarking, Allow LP to download, NDA required, Highlighted, and Status. Changes apply only to the selected document.
This update allows metadata corrections while maintaining document availability.
February 10, 2026
The following enhancement has been made for DealCentre AI:
Advisory and Corporate Development (CorpDev) Experience
Traditional Chinese language support
DealCentre AI is now available in Traditional Chinese language. Users can select it from their profile settings.
This update helps Traditional Chinese-speaking users work in DealCentre AI in their preferred language.
February 9, 2026
The following enhancements have been made for FundCentre Fundraising:
-
GP Portal - New role: GP Admin (view only)
A new GP Admin (View Only) role is available for contacts while adding permission. This role is for users who require access to GP Portal data without the ability to make changes. Users assigned with this role have the same data visibility as a standard GP admin but cannot create, edit, or delete information.
This update enables GPs to grant secure, read-only access while protecting data integrity.
-
GP Portal - Bulk actions for contacts
GPs can now update contact preferences across multiple contacts using bulk actions. Users can select contacts across pages and update one preference at a time.
Options that can be selected include Document Download – Disable, Document Download – Enable, Marketing Opt in, Marketing Opt Out, Signed NDA – Received, VIP Contact – Mark, and VIP Contact – Unmark
This update enables faster management of contact permissions and communication preferences.
-
GP Portal - Bulk actions for documents
GPs can now update document settings across multiple documents using bulk actions. They can select multiple documents, including across pages, and update one setting at a time without changing document status.
Options that can be selected include Watermarking – Disable, Watermarking – Enable, Allow LP to Download - True, Allow LP to Download - False, NDA Required – True, NDA Required – False, Highlighted – Mark, and Highlighted - Unmark.
Changes apply only to the selected documents.
This update enables GPs to manage document settings more efficiently.
-
GP Portal - Guided drag and drop document upload
A guided drag-and-drop upload experience is now available to simplify document uploads. GPs can upload up to 10 document and continue adding files after the initial upload. The portal displays how many additional documents can be added.
The upload workflow provides a progress navigation bar, and options to set permissions and notification before publishing.
This update improves upload flexibility and reduces document management errors.
February 6, 2026
The following enhancements have been made for DealCentre AI:
Advisory Experience
Notifications for third parties
Third party users can now receive deal notifications based on configured Notifications for deal Settings. This change ensures that third party participants are notified of relevant deal activity without manual follow-up.
Corporate Development (CorpDev) Experience
Introducing deal templates
Entity administrators and group administrators can now save deal configurations as reusable templates. Templates are managed from Settings. Templates include folder structures, document request lists, deal marketing phases, and deal settings.
Saved templates appear when creating new deals. You can select a template to automatically apply its configuration to the new deal. This feature reduces deal set up time and maintains consistency across deals.
Note: Entity administrators can share templates with all groups or selected groups. Group administrators can create templates for their own groups only.
Link AI features
The following enhancements have been made for Link AI:
Link AI Status at Deal level - Global Link AI status indicators now appear at the top of deals near the deal name. The icon shows when Link AI features are Off or Partial Off for buyer or seller groups. Hovering the icon explains which features are turned off. This enhancement provides immediate visibility into Link AI availability and reduces confusion.
-
Link AI Features banner - A main navigation banner now appears in deals where Link AI is Off or Partial Off. The banner appears only in the expanded left navigation never on the deals list page. Clicking the banner takes you to the Link AI Settings page. This change lets users quickly access Link AI controls without slowing deal execution.
Role-based Link access
Buyers now have dedicated Link access in the CorpDev experience through a new Buyers section in Link AI under deal Settings.
Buyers can use all Link features including chat, document questions, copying answers, exports and Excel imports. Answers remain scoped to the documents buyers can access.
Deal team and third parties control Link AI features per user type through master switches and buyer-level controls.
This update provides clear governance for buyer Link AI access.
Deal close for acquisition deals
The Close section is available in the main navigation for acquisition deals. This update allows deals to be closed without relying on external processes.
Advisory and Corporate Development (CorpDev) Experience
Expanding deal team access to any email domain
Deal administrators can now add users from any email domain to a deal team. This update removes domain restrictions for deal team.
Q&A auto-delegation
Q&A auto delegation allows Q&A administrators to configure category-based rules that automatically assign incoming questions to subject matter experts (SMEs).
Q&A administrators can configure categories and apply delegation rules selectively. They can delegate to seller users or seller groups
This update reduces back-and-forth by allowing buyers clarify answers within the same thread.
Redaction enhancement
After users apply redaction, they are now directed to the document viewer. This enhancement allows immediate verification of redaction changes without reopening the document.
Introducing primary contact card
Deal administrators can now assign a primary contact for a deal and share that person's contact details with everyone in the deal. The contact card is available on the deals Overview page and the deals list slide-out.
Note: Only deal team members can edit the contact card.
Preserving document upload order
When users now bulk upload files and folder in DealCentre AI, the original desktop order is preserved for both folders and the documents within them.
Defect fixes for buyside deals
- Folder permission inheritance for target members with manage access has been corrected.
- Deal administrators now receive notifications when target users upload documents.
- These fixes improve access accuracy and visibility into document activity.
February 3, 2026 - ILIA version 5.23.2
The following changes were made:
- Support for Windows Server 2022 was added.
- The product's copyright date was updated to 2026.
- An issue that caused the ILIA service to stop unexpectedly was fixed.
- A problem that caused an ILIA job to be stuck in the initializing phase and never complete was fixed.
January 22, 2026 - Intralinks Designer 5.23.2
Summary of enhancements and new functionality
Microsoft WebView2 and the Aspose Total libraries were updated.
Product copyrights were updated to 2026.
Resolved issues
Previously, installation files sometimes were not deleted when Intralinks Designer was uninstalled. That problem has been resolved.
January 16, 2025 - FundCentre Fundraising
The following enhancements have been made for FundCentre Fundraising:
-
GP Portal - Replace document
General Partners (GPs) can now replace a published document from the document detail page by uploading a new file. The document name, publish date, metadata, permissions, links, and list position remain unchanged. The system retains up to five previous versions and all actions are logged.
This update enables GPs to update documents without disrupting investor access.
-
GP Portal - Branding image file in template
GPs can now attach an image file to investor communication templates using the Template editor. The total image size per template is limited to 50Kb.
These settings help GPs include brand logos and images.
-
GP Portal - External id field for Campaign, Fund, Investor, and Company
An External ID field is available for Campaign, Fund, Investor, and Company records. The field appears in the Details tab and is available through APIs.
This change allows communication across multiple external systems.
December 19, 2025 - DealCentre AI
The following enhancement has been made for DealCentre AI:
Advisory Experience
Introducing deal templates
Entity administrators and group administrators can now save deal configurations as reusable templates. Templates are managed from Settings > Deal Templates. Templates include folder structures, document request lists, deal marketing phases, and deal settings.
Saved templates appear when creating new deals. You can select a template to automatically apply its configuration to the new deal. This feature reduces deal set up time and maintains consistency across deals.
Note: Entity administrators can share templates with all groups or selected groups. Group administrators can create templates for their own groups only.
December 12, 2025 - DealCentre AI
The following enhancements have been made for DealCentre AI:
Advisory and Corporate Development (CorpDev) Experience
Q&A follow-up experience
Buyer submitters can now submit one follow-up question after a Q&A administrator responds. This feature works only while the original question remains open. Follow-up questions do not count towards the buyer question limits.
- Once answered, the follow-up and response appear in the same question thread.
- Q&A administrators can reply directly to follow-ups.
This update reduces back-and-forth by allowing buyers clarify answers within the same thread.
Unified Link AI branding
All AI features are now available for deal Settings as Link AI.
-
Features labels are now changed. Refer to the following table.
Feature Previous name New name AI Document Insights AI Insights Link Document Insights AI Settings AI Link AI Redaction AI Redaction Redaction Documents Request AI Document Request Review Link Document Request Review Q&A AI features in Q&A Link features in Q&A - This change appears in titles, buttons, tooltips, navigation labels, and deal Settings.
This update provides a consistent Link AI experience across the deal lifecycle.
Link AI Features
The following enhancements have been made for Link AI:
Link AI Status at Deal level - Global Link AI status indicators now appear at the top of deals near the deal name. The icon shows when Link AI features are Off or Partial Off for buyer or seller groups. Hovering the icon explains which features are turned off. This enhancement provides immediate visibility into Link AI availability and reduces confusion.
- Link AI Match Coverage in Document Requests Stats - An AI Request Matches stat now appears in the Document Requests stats area. The stat counts document requests with at least one successful Link AI match. It updates after each AI processing cycle and hides when AI Document Review is disabled. This addition gives users a quantitative view of Link AI coverage for early gap identification.
- Link AI Features banner - A main navigation banner now appears in deals where Link AI is Off or Partial Off. The banner appears only in the expanded left navigation never on the deals list page. Clicking the banner takes you to the Link AI Settings page. This change lets users quickly access Link AI controls without slowing deal execution.
Document request counts with Link matches
Document request pages now display the request counts with matched documents identified by Link.
This update saves time by showing the requests Link has already matched.
Expanded language support for AI features
DealCentre AI now supports additional languages for Link AI features - Arabic, Dutch, Greek, Hebrew, Chinese (Simplified and Traditional), Japanese, Swedish, Polish, Korean, and Turkish.
- Users can analyze documents and chat using Ask Link in these languages.
- Supported Link insights include Document Highlights, Category, Keywords, and Summary translation in English.
This update allows you to work in your native language for global deals.
Note:
- New language support applies to documents uploaded after these languages were introduced.
- Scanned PDFs in Arabic, Hebrew, and Traditional Chinese pdfs are not supported.
- PII identification is supported for only Greek and Swedish. Use manual redaction for PII in Arabic, Dutch, Hebrew, Chinese (Simplified and Traditional), Japanese, Polish, Korean, and Turkish.
Bulk redaction enhancements
The following enhancements have been made for bulk redaction:
Bulk redaction job cancellation - Users can now cancel active bulk redaction jobs. Documents with Pending Redaction or Redacting status return to their previous status.
This change allows users manage redaction without waiting for redaction to complete.
Redaction removal error messaging - Notifications now appear for successful and failed redaction removals. Users can export the list to Excel and contact support.
This enhancement informs about redaction removal issues and provides clear guidance for resolution.
Archive enhancements
The following enhancements have been made for Archive:
- Archive download link error messaging - Archive download links now show specific error messages when failures occur. Error states include expired links, unauthorized access, remove recipients, and technical issues. Each error displays a descriptive message and next steps. This update directs users to the correct resolution path without creating support tickets.
- Archive confirmation UI enhancements - Archive confirmation letters now adapt formatting to accommodate any deal and viewpoint name length. The updated layout prevents overlapping text and blank spaces. Deal name, Deal ID, and Viewpoint information display clearly regardless of length. This change improves archive confirmation readability.
Advisory Experience
Role-based Link access
Buyers now have dedicated Link access in the Advisory experience through a new Buyers section in Link AI under deal Settings.
- Buyers can use all Link features including chat, document questions, copying answers, exports and Excel imports. Answers remain scoped to the documents buyers can access.
- Deal team and seller administrators control Link AI features per user type through master switches and buyer-level controls.
This update provides clear governance for buyer Link AI access.
Corporate Development (CorpDev) Experience
Create acquisition deals
Entity administrators can now create Acquisition deals in the Corporate Development / Private Equity experience. The deal type cannot be changed after creation. Acquisition deals have a single Diligence document area.
Role-based Link access
Deal team and third parties control Link AI features through master switches.
This update provides clear governance for Link AI access.
December 4, 2025 - FundCentre Fundraising
The following enhancements have been made for FundCentre Fundraising:
-
GP and LP Portal - Document download limit update
The document download limit has been increased. General Partners (GPs) and Limited Partners (LPs) can now download up to 50 documents or a total size of 1 GB in a single action. The system allows partial success downloads. If any file cannot be downloaded, an error message identifies the specific file.
This update improves the overall download experience on the GP and LP Portals.
-
LP Portal - Document default sorting options
New sorting options are available for LP portal document lists. Customer success managers (CSMs) can help GPs select default sorting. Sorting options include Name (Ascending), Document Type (Ascending), Highlighted (Descending), and Published Date (Descending).
LP users see the updated sorting after a screen refresh.
These settings help GPs present documents in a consistent order.
December 3, 2025 - DealCentre AI
The following enhancements have been made for DealCentre AI:
Advisory and Corporate Development (CorpDev) Experience
Auto-inherit document access for groups with Manage rights
Groups with Manage rights automatically receive the same level of access when new documents are added to a folder.
- Seller groups and deal team groups automatically inherit Manage rights for new documents and subfolders.
- Groups with View, Download, or No Access rights do not inherit permissions. New documents remain hidden for these groups.
This update prevents missed access and reduces the need for manual permission updates.
Marketing and Preparation areas - Upload documents using drag and drop
- The Upload button no longer needs to be clicked in Marketing > Internal Documents tab and Preparation > Documents before adding files.
- You can now directly upload files using drag and drop.
This update allows users to quickly add documents during the deal process.
IRM renamed to Document Protection
The IRM label is now Document Protection across DealCentre AI.
This change improves clarity for users as the feature label matches the feature function.
Ask link enhancements
The following enhancements were introduced for Ask Link:
- Ask Link answers now display reference page numbers as clickable links that open documents to the correct page. This change allows you to directly access specific pages in the documents.
- A Working indicator appears in the chat while Ask Link generates an answer when you hover over ... icon in the chat box. You can type a new question but cannot submit it until the current answer response is generated. Similarly, you also see Generating suggested questions indicator when Link is generating follow-up question suggestions.
- A Scroll to bottom button is available in Ask Link for quick navigation to the latest message.
Document viewer enhancements
Document IDs now appear in the header before the document name and the Documents panel in the document viewer. Protected document icons and preview tags appear after the document name.
This change is also available for the viewer in Document Requests under Preparation in DealCentre AI.
Document requests enhancements
Document Requests now shows a Not Started icon in the Status column when no files are uploaded, or AI review process is yet to start. The status appears in the AI Review column and under AI Review section in the Details panel. The filter according to Status is also available in the Filters for the column.
This change helps to identify and act on unprocessed document requests.
Maven support chat bot integration
Maven chat bot is now available in DealCentre AI to answer user questions.
- Maven answers questions using the DealCentre AI knowledge base and escalates to Zendesk when needed
- When a live agent joins, they see the full conversation history and metadata.
This feature enables users to access support from the main navigation without leaving their workflow.
Page Count data in UI
Page count information now appears directly in the DealCentre AI interface.
- Users can view file and page counts by repository area without exporting a report.
- The breakdown shows totals for Diligence, Preparation, Removed from Diligence, and Internal areas.
This update provides billing transparency and helps deal team manage costs.
Advisory Experience
Users And Groups - Dynamic roles for seller administrator groups
The group Type - Seller (seller administrators) in Users And Groups now uses an Advanced Privileges module.
- The Seller Admin slide-out panel displays advanced privilege options using three toggles:
- Manage Access - includes document management and Diligence area access.
- Analytics - includes full access to analytics and reporting tools.
- Close and Archive - includes deal closure and archive ordering.
- Deal team can assign these privileges based on the seller administrator responsibilities.
Note: Seller administrators can no longer access documents in Diligence by default. It is an advanced privilege.
This update provides deal team with more control over seller administrator permissions.
December 2, 2025 - FundCentre Onboarding
The following enhancements have been made for Onboarding:
Reference Documents
- GPs can now upload Reference Documents under Documents. These documents can be associated with a specific fund and set to Published for LP viewing.
- LPs can view these documents from the Reference Documents button on their Onboarding task screen.
- This update keeps fund-specific reference materials inside the platform and removes the need to share them through email or external location.
Support for joint investor and additional address types
- GP and LP screens now support Primary and Secondary Investor details for Joint Investor records.
- The Address Type field has been expanded to include more address categories across all investor types.
- Users can now enter full name, address, email and phone information for both investors when applicable
GP Portal - Investor screen enhancement
- The GP view Investor screen now displays all details fields available to LPs. New fields appear when selecting an Individual or Joint Investor type, including Date of Birth, Country of Birth, and other entity-specific fields. These fields display on the GP view Details tab and during new investor creation. This update ensures that GPs can enter the same data LPs see in their workflow.
November 25, 2025 - VDRPro
The following changes were made:
- A change was made to give Q&A coordinators a better understanding of the status of questions that are redelegated by one expert to another expert. With this release, if either expert proposes an answer, the question's status will be updated to Replied for the Q&A coordinator. Previously if a question was redelegated, the Q&A coordinator continued to see the Reply Pending status when the expert to whom the question was redelegated replied with a proposed answer.
- When a buyer's followup question is sent to an expert, the word "Buyer" will appear as the person who replied to the original question. Previously, the Q&A coordinator's name appeared as the person who replied.
November 25, 2025 - Intralinks Designer 5.23.1
Summary of enhancements and new functionality
Intralinks Designer now supports Windows Integrated Authentication (WIA) and Single Sign-On (SSO) using the OS primary account.
Resolved issues
After an Intralinks Designer update, a user encountered multiple problems because of a corrupted dictionary file. Changes were made to ensure that if a dictionary file becomes corrupted in the future, it will be automatically replaced.
Filesplit users can select groups whose names contain special characters. A change was introduced in a previous release that prevents new groups from being created with special characters in their names; after this change, users were no longer able to select older groups if their names contained special characters. Users now can select both the old groups whose names may include special characters and new groups whose names cannot include special characters.
November 17, 2025 - FundCentre Fundraising
The following enhancements have been made for FundCentre Fundraising:
-
GP Portal - New fields in Activity Logs
General Partners (GPs) can now use four new Company related fields as filters in Activity Logs. These are Creator Company, User Company, User Email, and Creator Email. When you select these fields, they appear in saved views and exported files.
Note: This feature applies only to new activity logs. Historical activity data will not be updated.
-
GP Portal - Multi-select Contacts and Documents at Campaign and Fund level
GPs can now select multiple items from Contacts and Documents tabs both at the Campaign and Fund level. When you select one or more items, an action bar appears with bulk action options. This update enables GPs complete bulk actions without navigation to another area in the platform.
-
Landing Page and LP banners - Multiple screen size support
GPs can now design landing pages and LP banners from three screen sizes: Desktop, Tablet, and Mobile. The content syncs across all three screen sizes. A preview mode is also available for each size. This update helps GPs create layouts that work on mobile phones and tablets.
-
GP Portal - Unknown option in dropdown lists
A new option, Unknown is now available for most dropdown lists, allowing GPs to clear or reset a field without selecting a specific value. Some dropdown lists display values entered by GPs, such as Campaign or Parent Company. These dropdowns do not include the Unknown option because GPs must select a specific value from the list.
Note: The Fund Type and Investor Type dropdown lists do not include the Unknown option.
November 12, 2025 - DealCentre AI
The following enhancements have been made for DealCentre AI:
Advisory and Corporate Development (CorpDev) Experience
Q&A action status column
A new Action Status column is now added to Q&A for Q&A administrators and sell-side subject matter experts (SMEs). This column shows workflow statuses such as Delegated and Proposed.
- Questions assigned to an SME are marked as Delegated.
- Questions proposed by an SME are marked as Proposed.
Additionally, the column can be filtered to find and act on questions by their current status. This enhancement helps Q&A administrators track question ownership and progress through the Q&A workflow.
Q&A buyer question visibility
Buyers can now see all questions proposed by members of their current buyer group. When members switch groups, they can only see questions from that new group. They can no longer see questions from their previous groups.
This change reduces duplicate questions and maintains confidentiality across different buyer groups.
Access Management screen update
The Edit button is removed from all manage access screens. Deal Administrators can now update permissions on the Buyers Access, Deal Team Access, and Sellers Access screens without clicking Edit. This change allows permissions to be updated in fewer steps.
Updated DCAI notification emails
The DCAI notification emails now include links to the Intralinks mobile app and the Support Center. You can access the mobile app or contact support directly from the email.
Linked Document Requests to Documents in Preparation
Documents Requests and Documents are now linked in the Preparation area. Deal administrators can click the document count in Documents column in Document Request. This displays the corresponding document folder in Documents. The view is filtered to show only files received through that specific request. This change helps deal administrators track submitted document requests and confirm what has been received.
Confirmation step for deal close
A confirmation step is now shown before closing a deal. This step includes a warning message that deal closure is permanent and cannot be undone. Deal administrators must confirm before completing the deal close action. This change ensures that deals are only closed intentionally.
Messages for unavailable dashboard data
Dashboard widgets now show a message when deal data is not yet available.
- When a deal is created, widgets show a message explaining that deal data is available once the deal goes live.
- Buyer activity and usage data is available when the deal goes live.
- Marketing data is available after the first email is generated.
These messages help deal team members understand why data is missing and when it will appear.
Document access summary by group report
A new report is available that shows which buyer groups have accessed each document. Deal administrators can see which documents have been accessed or remain not accessed across all buyer groups. This change helps deal administrators to review document access by buyer groups in one place.
Bulk redaction enhancements
The following enhancements were introduced for bulk redaction:
Bulk rename documents
A new Rename Documents section is available in the Redact Documents window. Deal administrators can add a short suffix (up to 32 characters) to redacted document names and preview the resulting name. This change allows deal administrators to identify redacted document versions and apply naming updates in bulk.
Bulk unredact
A Remove Redaction option is now available in the bulk actions menu when one or more redacted documents are selected. The system automatically identifies renamed redacted documents and removes the appended suffix when redaction is cleared. This change allows deal administrators unredact multiple documents at once.
Redaction status auto-refresh
The Redaction column now automatically shows real-time redaction status for each PDF without refreshing the browser. This change gives deal administrators visibility into progress while bulk redaction is in progress. If a redaction is skipped, the system provides the reason so deal administrators can take appropriate action.
CorpDev Experience
Redesigned Q&A slide-out
The Q&A slide-out has a new layout.
- The action buttons, Answer, Close, and Delegate on the Overview tab are now moved to the bottom of the panel for easier access.
- The Q&A Workflow is available in a dedicated tab. Q&A administrators can view workflow separately while reviewing questions and answers.
The new layout improves readability for longer responses in the Q&A process.
Link suggested answers
Link suggested answers are now available in Q&A for Q&A administrators through the slide-out panel. Link automatically generates a suggested answer for each question using deal documents. Q&A administrators can accept, edit, copy, or disregard the suggested answer.
Q&A administrators can now respond faster and provide consistent answers across the deal.
October 28, 2025 - FundCentre Onboarding
The following enhancements have been made for Onboarding:
Enable Onboarding in bulk
GPs can now enable onboarding for multiple investors at once from the Fund > Investments and the Investors > Investments view. This feature reduces manual efforts and improves efficiency by introducing a multi-select option that applies identical Subscription Document and Due Date settings to all selected investors. However, if required the settings can be configured for individual investors.
Custom logo display in LP view
GPs can display their existing custom logos from InvestorVision within the FundCentre Onboarding LP view. This update ensures a consistent experience across FundCentre, InvestorVision, and Onboarding by showing the same logo to LPs.
October 23, 2025 - VDRPro
Q&A coordinators now can make any member of a buyer group a clean team member. Previously, only question submitters could be clean team members. This change gives clients greater flexibility and security when setting up clean teams, since they can choose whether each clean team member will have the ability to submit questions or will have more limited read-only privileges.
October 19, 2025 - DealCentre AI
The following enhancements have been made for DealCentre AI:
Third Party role in Users and Groups
Multiple Third Party user groups can be added to a deal from Users And Groups by deal administrators. This feature enables deal administrators to invite external co-advisors or third-party users. These users support deal execution with near-full access to documents and reporting while maintaining restrictive access to sensitive administrative settings. This enhancement enables secure collaboration with external users with control over permissions, access management, and group creation in complex M&A deals.
Redesigned Q&A slide-out
The Q&A module now has a redesigned slide-out panel for cleaner navigation.
- The action buttons, Answer, Close, and Delegate on the Overview tab are now located at the bottom for better accessibility.
- The Q&A Workflow is moved to a dedicated tab to maintain context for administrators.
The updated design supports enhanced readability for longer responses and improved navigation for Q&A process.
Link suggested answers
Link suggested answers are now available in Q&A for Q&A administrators in the Q&A slide-out panel. AI automatically generates a suggested answer for each question based on deal documents. Q&A administrators can accept, edit, copy or disregard the AI-generated suggested answer. This enhancement improves the Q&A process by enabling Q&A administrators to respond faster and provide consistent answers across the deal.
Ask Link enhancements
The following visual enhancements were introduced for Ask Link:
- The Index for documents is now displayed as the first column in all the access management areas, if indexing is enabled. This enhancement improves clarity and maintains consistency for deal documents and permissions.
- Document ID is displayed in Ask Link beside referenced documents in answers. Documents IDs remain linked when answers are copied. This enhancement reduces back-and-forth and allows for reliable document verification.
- The Additional question suggestions are now left-aligned offering a cleaner and consistent interface.
October 9, 2025 - FundCentre Fundraising
The following enhancements have been made for FundCentre Fundraising:
Hybrid pricing model for hybrid contracts.
GPs can now select the available fee plan configurations while adding Campaign using the Contract Rate Plan Options dropdown list defined in their hybrid contract when creating a campaign. You can also view using full contract details using View Contract Details to compare available plans. Each plan shows the campaign duration, number of users, and whether onboarding is included. A plan must be selected before the campaign can be saved.
October 9, 2025 - VDRPro
Clients now can create separate splash screens for public users and private users in VDRs that use the Public vs. Private (PvP) feature. Users whose role allows them to manage splash screens can upload .pdf and .docx files to provide content in PvP splash screens, in addition to text, HTML, and images. Administrators can upload up to 20MB of files for use in these splash screens.
September 30, 2025 - DealCentre AI
The following enhancements have been made for DealCentre AI:
Deal lifecycle navigation
A new simplified navigation to improve the deal flow process is now available in DealCentre AI. It is more closely aligned with the real-world deal execution making it easier for users to follow the process. The user interface is made more intuitive by offering a clear and efficient workflow to improve the user experience.
The following table outlines the updated menu structure and the contents available under each section:
| Menu | Contains |
| Marketing | Outreaches, Internal Documents, Contacts |
| Preparation | Documents, Seller Access, Document Reports |
| Diligence | Documents, Buyer Access, Q&A |
| Close | Close Deal, Order Archive |
| Users and Groups |
Renamed from People tab (functionality unchanged) |
| Analytics | Dashboard, Reports, Activity Log |
| Settings | Deal Details, Access Terms, Notifications, Documents, Watermarks, AI Redaction |
Bulk AI Redaction
The new AI bulk redaction feature enables advisors to redact multiple PDF files simultaneously. You can redact up to 100 PDFs in a single run with support for files of up to 500 pages each. This enhancement eliminates the need for manual redactions and offers a faster, cost-effective solution for handling sensitive information in bulk.
Deal List Analytics view
A new Deal List Analytics view is added to the deal list for advisors. You can use interactive charts that help you quickly understand patterns, and totals across your deals. You can filter data and share clear, visual updates with others as needed. This view makes it easier to answer questions quickly without running extra reports.
AI Ask Link bulk upload questions
The new AI Ask Link bulk upload questions feature lets advisors handle many buyer questions at once. Instead of answering questions manually, you can now upload an Excel file with up to 100 questions., each with maximum 500 characters. Each Excel file can have multiple worksheets. Ask Link AI scans all deal documents and creates a Word file with each question, an AI-generated answer, and locations of the source documents. This makes responses faster, more consistent, and easier to share.
Expand AI-generated tables
You can now expand AI-generated tables in Ask Link and AI summaries. You can use the Expand Table button on AI-generated table responses. This feature makes large tables easier to read, scroll, and copy.
September 26, 2025 - VDRPro
The following enhancements were made:
- Experts can now see the complete history of questions that are delegated to them, including retractions and redelegations across expert groups, giving the experts full context for the question for which they have been to propose an answer.
- Buyers' followup questions now are immediately visible to Q&A coordinators, as well as to the experts to whom the questions were delegated.
- Intralinks' Document Analyzer feature will be available by default for all VDRs created on or after September 26, 2025. VDRs for use cases other than M&A will no longer have access to Document Analyzer.
- A new AI-driven chat tool has been added to VDRPro, allowing users to get help from the Intralinks Support Center without leaving the screen they are using in VDRPro. The new chat tool provides a faster, more seamless experience for users while allowing them to remain in the screen where they are working.
September 18, 2025 - FundCentre Fundraising
The following enhancements have been made for FundCentre Fundraising:
-
LP Portal - Document start page
GPs can now set the default document start page for LPs through Customer Success Manager (CSM). The options include: All Documents, Highlighted Documents, or a first displaying document group. This ensures GPs can guide LPs directly to the relevant content.
-
Contacts - Download permissions
GPs can now restrict document downloads at the Contacts level using the Document Download toggle. Even if a document is posted with download enabled, restricted users will only be able to view it. The download icon will be dimmed. This provides GPs with more control without republishing documents.
-
Conveniently add Investments and Permissions
GPs can now add new investments or permissions directly from a pop-up while linking a contact to an investor or fund. This eliminates the need for GPs to leave the setup screen for adding investments or permissions and provides a smooth setup workflow experience.
-
Bulk Actions - Enhancement in Notes
The Notes bulk upload template now supports linking notes to multiple contacts, investors, companies, funds, campaigns, or documents using the Continue action option. This allows GPs to perform bulk note posting and reduces manual work.
-
Bulk Actions - Selecting multiple Contacts for posting Documents
The Documents bulk upload template now supports linking documents to multiple contacts using the Continue action option. This ensures GPs can distribute documents efficiently without the manual efforts.
September 18, 2025 - InvestorVision
The following enhancements have been made for InvestorVision:
- Postings - Document visibility enhancements
GPs can now track the status for posted documents using the Document Views tab in Postings. The LP Views column shows which LPs have viewed or not viewed the document.
This feature enables GPs identify LPs who may need follow‑up for time‑sensitive materials. They can resend notifications to LPs who have not viewed the document.
- Notifications: Updating subject line for notifications
The Subject line for Notifications now shows the actual document type for the posted document. This change enables GPs to identify and prioritize postings.
- Notifications: Details tab
A new Details tab is added in the Notifications area. This tab provides additional information about each posting.
- Fund details: Semi-annually reporting frequency
The Fund Details for closed-ended private equity funds the Reporting Frequency dropdown list now includes a Semi-Annually option. This change helps GPs who report fund data twice a year.
September 18, 2025 - FundCentre Fundraising
The following enhancements have been made for FundCentre Fundraising:
-
LP Portal - Document start page
GPs can now set the default document start page for LPs through Customer Success Manager (CSM). The options include: All Documents, Highlighted Documents, or a first displaying document group. This ensures GPs can guide LPs directly to the relevant content.
-
Contacts - Download permissions
GPs can now restrict document downloads at the Contacts level using the Document Download toggle. Even if a document is posted with download enabled, restricted users will only be able to view it. The download icon will be dimmed. This provides GPs with more control without republishing documents.
-
Conveniently add Investments and Permissions
GPs can now add new investments or permissions directly from a pop-up while linking a contact to an investor or fund. This eliminates the need for GPs to leave the setup screen for adding investments or permissions and provides a smooth setup workflow experience.
-
Bulk Actions - Enhancement in Notes
The Notes bulk upload template now supports linking notes to multiple contacts, investors, companies, funds, campaigns, or documents using the Continue action option. This allows GPs to perform bulk note posting and reduces manual work.
-
Bulk Actions - Selecting multiple Contacts for posting Documents
The Documents bulk upload template now supports linking documents to multiple contacts using the Continue action option. This ensures GPs can distribute documents efficiently without the manual efforts.
September 18, 2025 - FundCentre Onboarding
The following enhancements have been made for Onboarding:
Improved LP view screens
The usability for the existing Limited Partner (LP) view screens such as General Information, Banking, Regulatory/FATCA/CRS, and Subscription Agreement have been improved. Two screens, Address Details and Additional Representation have been added. The dynamic fields in these LP view screens now show only what is relevant. This makes onboarding process faster and clearer.
Clone subscription document mapping for GPs
The Clone feature for Document Templates under Documents allows general partners (GPs) to copy an already mapped subscription document instead of creating one from scratch. GPs can reuse existing mappings, make edits, and quickly set up new documents. This change helps GPs deliver investor documents faster as it saves time and reduces manual work.
September 17, 2025 - DealCentre AI
The following enhancements have been made to DealCentre AI:
Reports: Views, downloads, and bulk downloads
Reports now distinguish between document views, downloads, and bulk downloads. This provides deal teams greater visibility into buyer activity. Additionally, this helps enforce compliance.
Configuring Q&A administrators
- Advisors will no longer be automatically treated as Q&A administrators. Instead, Q&A administrator rights can be assigned to specific advisors at the deal level. Advisors can now assign Q&A administrator rights to themselves or other team members.
- Q&A administrators have control over Q&A settings, question delegation, answering, and closing questions. Advisors without these rights can still see the Q&A tab and submitted questions, but only in view-only mode.
These changes ensure that only designated individuals manage Q&A workflows, routing, and permissions. These updates reduces confusion and keeps control of the Q&A process in the hands of the right people.
Manual delegation to seller SMEs
- Buyer questions will no longer be sent automatically to all seller administrators. Q&A administrators will now delegate buyer questions directly to selected seller users or groups.
- The selected seller users are notified. They can view the questions and either draft or propose an answer.
This gives Q&A administrators control over the Q&A participation and ensures only the right seller users are involved in answering buyer questions.
AI Similar Questions page
- A new AI Similar Questions page is available in Q&A. It automatically groups duplicate or related questions from different buyers.
- Each similar questions group shows key details such as question ID, category, question, and buyer group. Questions that do not match any group appear in the All Others group.
This enhancement makes it easier for Q&A administrators to review and manage repetitive buyer questions and ensures consistent answers across the deal.
Bulk proposed questions summary email
- Submitters will now receive a single summary email when questions are bulk imported by a proposer, instead of multiple individual notifications.
- The consolidated summary email covers all the imported questions.
This change reduces inbox clutter and makes notifications easier to track for the bulk imported questions.
Ability to close answered questions
Advisors can now mark buyer questions as closed in two ways:
- Answer and Close: When answering a question, advisors can select Answer and Close. The system updates the status to Closed.
- Advisors can also close an already answered question by selecting Close.
This change keeps Q&A organized by clearly marking questions that no longer need attention.
September 4, 2025 - DealCentre AI
The following enhancements have been made to DealCentre AI:
Improved visibility of key columns on Manage Access screens
The ID and Title columns are now fixed in place on the Manage Access screens in the Preparation and Diligence areas under Documents. This allows users to easily track the document details while managing permissions for multiple documents at once.
Pinned Actions column for improved access
The Actions column is now pinned to the Documents grid on the Manage Access screens in the Preparation and Diligence areas. This change keeps the column visible when scrolling and allows users to perform key actions with ease.
August 26, 2025 - DealCentre
The following enhancements have been made to DealCentre:
Q&A question limits
- Advisors can now set a question limit for each buyer group. They can see the number of submitted questions via an info icon.
- Buyers cannot submit new questions once the limit is reached and must contact the advisor to update it.
This gives advisors control over incoming questions to ensure prioritization and maintain efficiency in the Q&A process.
Folder and document properties
You can now view Size, Type, ID, Location, Added By, Added On, Last Modified By, and Modified On for all folders and documents. This enables deal members to manage files, track changes, and maintain accountability.
Industry and Subsector in Deal Profile (during deal creation)
-
Advisors must select an Industry from the predefined dropdown when creating a deal; the field is blank by default. Once an industry is selected, the Subsector dropdown dynamically updates to show only subsectors associated with that industry.
This allows advisors to categorize deals at creation by industry and subsector to improve tracking, analytics, and reporting.
Document Request enhancements
Two enhancements were made to Document Requests to improve visibility, flexibility, and efficiency.
- Group requests by folder location
- Advisors can now view document requests grouped by their root folder on the Document Requests grid. This allows to organize document requests by root folder location to improve navigation and workflow efficiency.
- Improved assignee notifications
- Due Date is now shown in both the assignee notification and the assignee link module.
- The expired document request links show a clear expiry message and prompt the assignee to contact a deal administrator for an extension.
Go-Live enhancement
The Go Live button is now visible and easy to find in multiple areas: the deals list slide-out, the Overview page, the Diligence page, and a pop-up is shown when advisors log in for the first time after the contract is signed.
This makes the go live process easier to access and complete.
August 20, 2025 - FundCentre Fundraising
GP Portal - Document organization
GPs can now:
- Create new document groups.
- Rename existing document groups.
- Reorder document groups with drag and drop.
This ensures documents appear in the intended order for LPs.
LP Portal - Document visual updates
LPs can now:
- Use a brighter campaign selection box.
- See a simplified default screen with Document Type as the first column
- View document groups descriptions on hover.
- Expand documents to view associate types (collapsed by default).
- Continue to multi-select document groups or document types and use the column chooser.
This ensures LPs can effortlessly find, interpret, and access the document they need.
GP Portal - Document multi-select Contacts
GPs can now multi-select contacts by choosing Contact as an Entity type when posting a document. This ensures GPs can distribute documents faster and efficiently manage postings.
GP Portal - Document designated URL (Deep Link)
GPs can now generate a unique URL for a specific document. The link can be included in notifications or shared externally. This ensures GPs can provide investors with direct and immediate access to key documents.
Grant permission requests from landing page
GPs can now grant permissions directly from the landing page at the campaign or fund level. They can select multiple users and update permissions in bulk.
This ensures GPs can efficiently grant the right access to investors without manual updates.
Bulk Actions - Investments
GPs can now download and complete a bulk upload template for investments. They can add multiple investments to investors at once. This ensures GPs can quickly create investments without the manual efforts.
Conveniently add entities
GPs can now add new investors, contacts, or companies directly from a pop-up entry screen without leaving their current workflow. This ensures GPs can stay focused, work efficiently by avoiding interruptions.
External API: Contacts and Activity
GPs can now use an external API service for Contacts and Activity data enabling systematic integration with client systems. This ensures reduced reliance on manual data transfers.
August 19, 2025 - ILIA version 5.23.1
Performance enhancements were made.
An issue that caused processing to stall during the Staging phase was fixed.
August 12, 2025 - DealCentre
The following enhancements have been made to DealCentre:
Replace document directly in Diligence
You can now replace documents in Diligence area directly from the Preparation area.
Direct replace features include:
- No need to manually remove files.
- The updated file will inherit the original permissions.
- The original files cannot be retrieved once replaced.
This enables you to update content quickly without disrupting the flow.
Auto-scroll to recent AskLink conversation
The AskLink conversation now opens to the most recent message, so you can resume where you left off. You no longer need to scroll to retrieve insights.
Smarter AI suggestions
Clicking an AI-suggested question in the AskLink panel now keeps the other questions visible for continued exploration. When you enter a custom question, new context-relevant question suggestions appear.
Transparent page count usage
Advisors can now see how the page count usage is calculated for a deal with clear, transparent metrics. This enables them to understand how different file formats contribute to the page count and manage usage more effectively.
Advisor deal-level notifications
Advisors can now view and configure email notification settings for each deal in DealCentre. This makes it possible to control how and when deal team members, buyers, and sellers receive notifications about document and folder permissions, uploads, and scheduled reports. This added flexibility streamlines the diligence process.
Document Request enhancements
A number of enhancements were made to Document Requests to improve visibility, flexibility, and efficiency.
-
Change folder path
- You can now choose a different folder path when creating a document request.
-
Bulk delete
- You can now select multiple document requests and delete them at once.
-
Extended default due date
- Default due date extended from 30 to 60 days.
-
Bulk import enhancements
- Bulk import applies the extended 60-day due date when no due date is provided.
- Two optional fields Due Date and Reviewer are added to the bulk import template spreadsheet.
- Due Date - If the date is valid, the document request expires on this date.
- Reviewer - If reviewer is valid, the document request is auto-assigned.
-
The Document Request grid now includes two new columns: Start Date and
Updated.
- Start Date - Displays the date the request was created.
- Updated - Displays the most recent change to the request.
Entity and Group Management enhancements
Entity and group management allows entity admins to create groups and add people from their organizations. Anyone added to a group becomes a group admin by default. Group admins can also add other group admins to their group. A user can have both roles- Entity admin and Group admin.
Entity admins can now create and delete groups, add users to groups, move users between groups, delete group admins.
Group admins can create deals, add users to their group as group admins, manage contacts linked to their groups, manage stages linked to their group, and add group members to a deal during deal creation.
August 7, 2025 - VDRPro
Secure Viewer
A number of enhancements were made to Secure Viewer that give viewers greater capability when performing "what-if" scenarios using protected Microsoft Excel spreadsheets:
- An Excel-style ribbon bar with tools for manipulating the data in spreadsheets. Users can use the ribbon bar to update cell styles, insert new columns and rows, apply filters or sort data, insert tables, charts and perform other tasks. Users are not allowed to save the changes they make when performing "what-if" scenarios, so the ribbon bar does not include options for saving, printing or copying spreadsheets or their contents.
- Users whose exchanges do not allow changes to Excel spreadsheets will have access to the ribbon bar, but a limited number of tools will be available.
- The options on the context (right-click) menu have been expanded to include more options for editing spreadsheet contents.
- A message now appears at the top of the screen while spreadsheets are being edited to remind the user that their changes cannot be saved.
- Users can download a spreadsheet they are editing, but the changes they have made will not appear in the downloaded document.
Document Analyzer
New options on the Analysis view of the Settings screen allow users to limit the document analysis alerts they receive to the issues that they consider most important. If a user opts to receive notifications for a new issue type, any existing documents with this issue will be added to the Attention Required view and the user will receive an email notification about them.
July 25, 2025 - DealCentre
The following enhancements have been made for DealCentre:
- You can now manage Q&A during deals using the new Q&A feature in DealCentre.
Q&A features include:
-
Q&A administrators (Advisors) set up the Q&A workflow. They assign question submitters for buyer groups and answer the submitted questions.
All buyers can propose questions.
Question submitters can submit questions.
Seller - subject matter experts can propose answers.
AI helps avoid duplicate questions.
- You can now copy an Ask Link-generated response exactly as it appears. The new Copy feature ensures the formatting of the response remains intact. With one click, you can now copy the response with all formatting preserved including headers, bullet points, tables, and references. This reduces time spent fixing formatting or restoring missing elements. You can copy the responses into your emails, reports, or slides without any manual cleanup efforts.
- You now have the option to have Link, Intralinks' AI component, scan documents that are uploaded in response to document requests, to ensure the documents contain the information you require.
- You can give members of your deal team entity management privileges. Entity administrators can create new deals, add other entity managers and manage contacts.
July 15, 2025 - VDRPro
A number of enhancements to the Permissions screen were introduced.
- In exchanges that use folder-level permissioning, you can now identify folders that contain subfolders or documents with permissions overrides.
- You now can click an Undo icon to quickly remove permissions overrides from a document or a folder and its contents. If there are subfolders or documents within the selected folder that also have overrides, you have the option to remove them, as well.
- When you hover over a particular group's permissions for a document, only that cell is highlighted; previously the entire row was highlighted.
- If a group's permission to a document is changed to No Access, that cell is displayed in yellow until the change is applied. Previously, when permissions were changed to No Access, there was no indication that the permission had been updated.
July 10, 2025 - Intralinks Designer
- A new setting allows Filesplit users to choose whether they want to receive copies of notifications sent to investors when documents are posted. If the setting is unmarked, the Send me a copy option is unmarked by default during posting, but the user can mark the option if they want to receive the notification.
- Hyperlinks and /tab characters are no longer allowed when documents and folders are added or updated.
- Hyperlinks and the following special characters are no longer allowed when groups are created or updated: / \ : * " < > ? | and tab characters.
July 10, 2025 - ILIA
- Hyperlinks and /tab characters are no longer allowed when documents and folders are added or updated.
- Hyperlinks and the following special characters are no longer allowed when groups are created or updated: / \ : * " < > ? | and tab characters.
June 12, 2025 - VDRPro
A new browser-based secure viewer was introduced for Microsoft Excel documents that are IRM protected or blocked from being downloaded. This new viewer provides an improved experience similar to Excel for users, especially when they are viewing large, complex worksheets. The viewer allows users to read through the entire file, navigate across sheets, view formulas, adjust columns row width/height and others.
In addition, a new deal setting, Allow Excel Editing in Secure Viewer, allows users to explore "what-if" scenarios by making temporary changes to Excel worksheets. Users can manipulate data only in Microsoft Excel documents with .xls and .xlsx extensions. Users can perform the following tasks:
- Modify existing cells (resize cells and edit cell values)
- Enter formulas
- Insert rows
- Insert columns
- Insert worksheets
- Add and delete data
All changes are temporary and will be erased when the browser tab containing the document is closed.
The Allow Excel Editing in Secure Viewer setting is enabled by default, but it can be disabled by Manager Plus and Hidden Manager Plus users.
May 27, 2025 - VDRPro
The following enhancements have been made to the Document Analyzer:
- Ability to ignore documents in the Attention Required list - You can now select one or more documents in the Attention Required list and remove them from the list.
- Ability to enable and disable the Document Analyzer - A new setting has been added to exchange settings to enable and disable the Document Analyzer. Previously, this setting could only be changed by an Intralinks administrator.
May 21, 2025 - FundCentre Fundraising
- Ability to customize the columns displayed on grids - GPs can now select which columns are displayed in a grid and the order in which the columns are displayed. They can also save up to five customized views for reuse at a later time.
- Shortcut from FundCentre Fundraising to FundCentre Onboarding - Both GPs and LPs can now access FundCentre Onboarding from within FundCentre Fundraising if they have access to it.
April 24, 2025 - InvestorVision
- Ability to take a fund offline - You can now set individual funds to an offline status to minimize portal service interruptions and streamline the process of adding additional funds. While a fund is offline, notifications are disabled and are reactivated when the fund brought back online.
- New fund strategies - Additional values have been added to the Strategy field for classifying funds, improving qualitative data about funds.
April 16, 2025 - VDRPro
- Watermarking - Watermarking has been enhanced to improve performance. Word documents with complex page structures, such as pages that include tables, may have watermarks applied differently from other pages in the document. For example, if the watermark is configured to apply to all four corners of the page, for complex pages, the watermark may only be applied to one corner.
April 3, 2025 - VDRPro for iOS and Android
- VDR notifications on mobile apps are no longer supported. You will no longer be able to configure this option and no real-time alerts will be sent.
March 27, 2025 - Document Analyzer
The following enhancements have been made for the Document Analyzer:
- The Document Analyzer is now available for VDRs hosted in Germany and Australia, making it globally available.
- Documents requiring attention can be replaced directly from the Attention Required page, allow you to quickly act on documents that may cause issues during content review.
- Notifications sent by the Document Analyzer will be translated into the user's profile language.
- Usability improvements have been made to banner notifications and messages on the Attention Required page.
March 25, 2025 - VDRPro
-
Security enhancements - To improve security, the ability to add URL links has been removed from the following features:
- Custom fields for documents, users and groups
- Questions or answers added in Q&A
In addition, a warning message is displayed when users click on a document link or link in a custom footer that will redirect them to an external website outside of the VDR
- Document blur no longer supported - Support for document blurring documents when users select another screen or use a keyboard command to make a print screen image for the Secure Viewer has been removed. Documents opened in the Secure Viewer will continue to be encrypted in the browser, which means that end-users are prevented from printing, downloading or copying data shown on the screen.
March 13, 2025 - FundCentre Fundraising
- Updated primary colors - Primary colors have been updated to eliminate color improve results when customers customize the LP portal with their theme color. This update allows GPs to choose the same or different colors for the portal banner and other focused boxes and buttons and makes selected items and the portal name clearer.
- Ability to group documents - Document groups and document types have been added to provide a visual structure that will enable LP users to find documents easily. In addition, the GP will be able to highlight documents that are important for LP users to view.
- Campaign level consent - Campaign level disclaimer/consent has been added for GPs to obtain a disclaimer/consent for a specific group of potential investors/users in addition to the GP Portal login consent.
- Bulk document upload - The ability to bulk upload documents has been added, making uploading documents faster and more efficient. The maximum bulk upload size is 1GB.
March 4, 2025 - VDRPro
To improve security, the ability to add URL links to notes has been removed. If you add an HTML anchor tag to a note, no link will be created. This change affects the following areas of the product:
- Notes added at the document level from document properties during the upload flow.
- Notes added at the user level when adding a user.
- Notes added from exchange settings by selecting Exchange Settings --> Notifications --> Add Note.
January 28, 2025 - VDRPro
- Bulk archive ordering - You can now place an order for up to ten archives at the same time. This enhancement eliminates the need for paper forms and improves efficiency.
December 12, 2024 - VDRPro
The following enhancements have been made to the Document Analyzer:
- You can now filter results based on the type of issue found, for example, corrupted, protected, and so on.
- You can now sort based on the date a document was added, which allows you to group documents together based on when they were added to the Attention required list.
December 2, 2024 - FundCentre Fundraising
- Ability for LPs to view campaign-level details when given fund-level access - LPs can now view campaign-level details, including the landing page and campaign strategy, when they have been given fund-level access. Previously they could not view this information directly.
- Contacts list page enhancements - Last Login and Re Invited statuses have been added and will be displayed in the Status column. In addition, you can filter on these new statuses.
- Customized Reply To field for teasers - The teaser template can now include a customized Reply To field that potential investors can use to ask questions and get a timely response. Previously, a Reply To email address was not included.
- Branding enhancements - Branding for Fundraising can now be updated without affecting InvestorVision branding.
- Sort by document type - You can now sort by document type on the Document list page.
- Public landing page enhancement - A public landing page can be accessed by anyone. Previously, the public landing page could only be accessed by a user that had an Intralinks account. In addition, the GP would have to grant campaign-level access before sharing the landing page URL. Now campaign-level access can be given upon request.
- Sub-strategy dropdown list enhancement - The option for Growth has been added to the sub-strategy dropdown list.
September 25, 2024 - InView
- Automatic data synchronization from InvestorVision - When a General Partner posts cashflow date on InvestorVision, it is automatically synched to InView. A new field has been added to the Edit Transaction page that displays the source of the data - manual entry or InvestorVision.
- Integration page enhancements - The sync log has been enhanced to show more details, including items that could not be downloaded and why.
September 26, 2024 - ILIA
- Configuration manager update - The Use Internet Explorer Settings section has been renamed to Use system settings.
September 24, 2024 - VDRPro
-
Permissions tab usability enhancements - The permissions tab has been enhanced to streamline and improve the user experience. Changes include the following updates:
- Simplified main toolbar, focusing on the most important actions
- Increased screen size for reviewing permissions for user groups and folders
- New action bar for consistency with other areas of VDRPro
- Improved on-screen help
- Ability to monitor usage before a contract is signed - You can now monitor usage by number of pages, amount of storage and by number of users before your sign a contract. This allows you to choose the best option for your deal. After a contract is signed, you can monitor usage by the metric in your contract.
- Clean teams enhancements - An indicator has been added for users that have a clean team role in Q&A to allow you to better coordinate with clean team members when submitting questions. The icon will be displayed in the list of users on the Users & Groups tab in the same column that displays the submitters and Q&A coordinator icons.
September 19, 2024 - InvestorVision
- Fund level templates - You can now customize document type notifications by fund, which allows you to send fund-specific notification information to address specific use cases. GP and Fund Admins can access these template. If a fund-specific template is not defined, the portal-level template is used.
- Ability to reply to a No-Reply sender - You can now define one Reply-To email address for No-Reply document type notifications that applies across the portal, allowing users that receive document notifications to reply directly to the embedded email address. Previously, users could not reply to a notification with a No-Reply sender.
- Ability to see how often notifications have been resent to investors - You can now view the details of when notifications have been resent from the Notifications tab on the Posting screen. This ability allows you to have a full audit trail of client communications and better manage the frequency of communications.
September 9, 2024 - All products
- Login enhancement - New SSO users will be prompted for their name and language preference the first time that they log in to Intralinks.
August 29, 2024 - All products
- Login enhancement - New non-SSO users will be prompted for their name and language preference the first time that they log in to Intralinks.
August 24, 2024 - FundCentre Fundraising
- Ability to only display the Documents tab in the LP Portal - General partners can choose to turn off the LP Dashboard and LP Invest tab in the LP Portal. This is useful for sharing documents quickly before training has been completed and when the GP does not need the CRM or marketing features. The LP Dashboard and LP Invest tab can be turned on at a later date. This feature must be turned on or off the by the Support administrator.
- Customized document type name - General partners can now modify the document type display name to match their own naming conventions.
- Ability to create teams - General partners can now create teams for sending teasers, effectively creating a mailing list.
July 30, 2024 - VDRPro
- Support for clean teams - You can now designate particular buyer group users as clean team members. They will be able to maintain a private communication channel with the sell side, while still being part of the regular buyer group in the buy side team.
July 2, 2024 - VDRPro
- Ability to select up to 20 groups when setting permissions - The number of groups that can be select for reviewing and managing permissions has been increased from 10 to 20. This change makes it faster and easier to permission groups.
- Collapsed folder view on the Permissions tab - The left side folder view is now collapsed by default when you open the Permissions tab, giving extra space to review and manage permissions. The tab can be expanded if needed.
- Enhancements to the Select Group window - You can now click anywhere in a group's row to select or deselect the group. Previously, you had to click in the checkbox and clicking outside of the checkbox deselected all selected rows except the row you clicking in.
June 27, 2024 - FundCentre Fundraising
- Fund card view - You can now add a fund card in addition to the listing/table view. The fund card view is more marketing centric and includes a fund image and a summary of the offering fund. The feature must be enabled by Intralinks Customer Service.
- LP portal customization - You can now provide LP portal customization with the client's logo and color scheme.
- Ability to send a test email for welcome emails and document notification emails - You can now send a test email to the GP Admin user for welcome and document notification emails.
- Improved messaging when there is no campaign or fund - Messaging has been improved to make it more obvious when there is no campaign and no fund has been added.
- Ability to export data - You can export the data in most entity grids. The data is downloaded as a CSV file.
June 21, 2024 - InvestorVision
- Multiple fund postings - You can now publish to multiple funds within the same posting, making posting fund family investment structure more efficient.
- Failed notification export - Notifications that have not been delivered can be exported, making reviewing notifications that were not delivered easier to identify.
-
Document preview enhancements - The following enhancements have been made to document preview:
- You can now view all pages in a document. Previously, you could only view the first page.
- The following additional file types can now be previewed in addition to PDF files: DOCX, XLSX, PPTX, JPG, JPEG, PNG. Note that video files are not supported.
June 10, 2024 - InView
- Ability to add multiple valuations across investments - You can now add valuations to investments in a portfolio, which makes it easier and more efficient to add valuations.
May 23, 2024 - VDRPro
- Document Count report enhancements - Index and ID columns for both folders and documents have been added to make it easier to reconcile the usage information from this report with other reporting sources.
- Index numbers now appear in the Top Documents widget - Index numbers now are displayed for documents in the Top Documents widget in the Documents view of the Insights & Reporting tab. This change makes it easier for exchange managers identify the most-accessed documents in the exchange.
April 25, 2024 - VDRPro
- 30-day DealVault trial is now included with USB archive orders - The 30-day trial lets you use a subset of DealVault functions. DealVault gives you easy access to your data room files, allows you to access and manage your archives in one place, and unarchive files to a live data room to get a head start for deal prep. You can easily upgrade to a paid subscription at any time during the trial.
- New subscription manager role for managing DealVault subscriptions - All requests to add an archive to a DealVault subscription will undergo review by the subscription manager. The manager approves or rejects a request and for approved requests, determines to which subscription the archive is added.
April, 2024 - InView
- Ability to send emails with attachments to Intralinks for processing - You can now forward emails with attachments from fund managers to a dedicated InView inbox. The inbox will process the attachments as documents in InView using AI to categorize and publish the documents. This feature must be enabled by an Intralinks administrator.
March 28, 2024 - Intralinks Integration Adapter (ILIA)
-
Ability to order archives - Users with Manager Plus and Hidden Manager Plus roles can now order
downloadable or shippable archives. -
Updated look and feel for Configuration Manager and the Process Status Monitor - The Configuration Manager and Process Status Monitor have been updated to
reflect the Intralinks corporate colors.
March 28, 2024 - Intralinks Designer
- Session inactivity notification - A notification is now displayed ten minutes before your session is about to expire. You can stay signed in by clicking Sty signed in, otherwise your session will expire and you will need to log in again. By default, sessions time out if left idle for 30 minutes.
- Support added for Greek, Turkish, Swedish and Dutch - ILD now supports Greek, Turkish, Swedish and Dutch locales.
March 16, 2023 - InvestorVision
- Ability to disable consolidated notifications - GP administrators can now disable consolidated notifications by marking the Notifications Aggregate field No. When disabled, users are sent one email for each permissioned document based on the document type notification.
- Performance improvements - Enhancements have been made to improve performance and stability.
February 22, 2024 - VDRPro
- Temporary removal of two widgets and one report - The Current Document Count and Current page Count widgets are temporarily being removed from the Documents tab of Insights & Reporting. In addition, the Document Count Report is also being removed from the Reports tab. They will be reinstated when changes have been made to improve the accuracy of the reports to better align with actual billing data.
January 30, 2024 - VDRPro
The following enhancements have been made to Insights & Reporting:
- The Document Count Report has been enhanced to produce one Excel spreadsheet with two sheets, one for the Current Document List report and one for the Deleted Document List report. Previously, two Excel spreadsheets were generated.
- The About Charts and Exports informational text has been updated to better explain what is included in the Current Document Count and Current Page Count widgets.
- Field names on the Contract Dashboard have been updated to better clarify contract type and to be consistent with other Intralinks systems.
December 15, 2023 - InView
- Bulk document download - You can now bulk download up to 100 documents at a time, which increases efficiency and provides an improved user experience. Previously, you had to download documents one at a time.
December 14, 2023 - Intralinks Integration Adapter (ILIA)
- Ability to upload files up to 25GB - You can now upload files up to 25GB for exchanges hosted in the US, Germany and Australia. The previous limit was 15GB.
-
Ability to load large exchanges - You can now load exchanges with the following limits:
- Documents - 50K
- Folders - 10K
- Groups - 2.5K
- Users - 5K
- Permissions - 200K
- Session sharing - Previously ILIA created a new session for each worker process, creating concurrent sessions for multiple worker processes. Now workers can share the same session if input files are configured to run under the same user identity, which improves performance. This functionality can be turned off using the new option in the execution options in the Configuration Manager.
December 14, 2023 - Intralinks Designer
- Ability to upload files up to 25GB - You can now upload files up to 25GB for exchanges hosted in the US, Germany and Australia. The previous limit was 15GB.
-
Ability to load large exchanges - You can now load exchanges with the following limits:
- Documents - 50K
- Folders - 10K
- Groups - 2.5K
- Users - 5K
- Permissions - 200K
December 7, 2023 - Intralinks VDRPro
- Filtering documents by file type - A new filter has been added to the Documents tab, allowing you to filter by file type. This filter is only available when filtering all exchange documents. It is not available when filtering a specific folder.
November 28, 2023 - Intralinks VDRPro
- Auto extraction of ZIP archives during uploads - You can now choose whether to automatically extract files from ZIP archives when you are uploading files. If a ZIP archive is detected in the upload structure, you will be asked whether you want to automatically unzip ZIP files. Your selection will be saved as a preference for your account and can be changed later.
- Ability to remove index numbers from downloads - You can now set whether to including index numbers for bulk downloads. If you do not include index numbers, only file names and folders will be downloaded.
- User preferences for uploads and downloads - You can now set your preferences for uploads and downloads. You can choose whether to automatically unzip ZIP files during an upload, and set whether bulk downloads should contain index numbers and names only.
-
Insights and reporting enhancements - The following
enhancements were made to insights and reporting to improve productivity,
increase transparency, and provide a better customer experience:
- Data refresh time for widgets has been reduced from up to 24 hours to less than 15 minutes, providing access to more up to date information.
- A new widget has been added to the Overview tab that displays the top 10 groups with the most logins over time.
- New widgets have been added to the Documents tab that shown the current document count and current page count, helping you to better understand deal activity. Previously, this information was only available in the Document Count Report.
November 1, 2023 - Intralinks InView
- Ability to add valuations - You can now add valuations based on the quarterly statements you receive from general partners. Valuations reflect the value of your position in the fund.
- Bulk upload - You can now bulk upload asset managers, funds and investments using an Excel spreadsheet. You can download a template, add information, and then upload the spreadsheet.
October 20, 2023 - Intralinks VDRPro
- Ability to upload all files in a DealVault archive to an empty exchange - Users with a Manager Plus role can now move (unarchive) all files in a DealVault archive to an empty exchange.
September 28, 2023 - Intralinks Designer
- Installation enhancements - The Intralinks Designer (ILD) installer has been enhanced so that the language can be selected at the beginning of the installation process, and the look and feel has been updated.
- ILD can now be run as a 64-bit application - ILD can now be run as a 64-bit application, which improves processing of large exchanges and large Filesplit postings.
- Options for enabling and disabling concurrent uploads and downloads - New options for enabling and disabling concurrent uploads and downloads have been added to preferences. Previously, customers had to contact Intralinks to change these settings.
- Improved response when uploading and downloading documents - The process of uploading and downloading documents has been enhanced to improve response time.
- User interface look and feel enhancements - The look and feel of the login page, splash screen, and about screens have been updated, providing a unified experience in the user interface.
- Ability to bulk download large video files - The Download wizard can now bulk download large video files in MOV, WEBM, MP4, and OGG formats. Previously large video files could only be downloaded individually.
September 28, 2023 - Intralinks Integration Adapter
- Installation enhancements - The ILIA installer has been updated with a new look and feel.
- ILIA can now be run as a 64-bit application - ILIA can now be run as a 64-bit application, which improves processing of large exchanges.
- Improved response when uploading and downloading documents - The process of uploading and downloading documents has been enhanced to improve response time.
-
Support for concurrent uploads and downloads - The ability to upload and download documents concurrently is now enabled by default. New options for disabling concurrent document upload and download have been added to the Configuration Manager. If these options are disabled,
document uploads and downloads will be performed sequentially.
September 19, 2023 - Intralinks VDRPro
The following enhancements were made:
-
Cloud-based deal archive storage - A new option
for deal archive storage has been added. DealVault is a cloud-based storage
solution that ensures easy post-deal closing access to archives and efficient
management of your deal data. Archives can be securely accessed in the
cloud, making it easier for deal teams to analyze and collaborate. Based
on your contract with Intralinks, this option may not be available to
you. DealVault lets you:
- View files and folders from past deals in the cloud
- Search within an archive for file/folder names
- Search across portfolios for file/folder names
- Download files/folders from an archive
- Move files/folders from an archive to a live VDR
- Manage archives in one central location
- Analyze your portfolio
- Document upload improvements - The process of adding documents has been streamlined to make uploading documents easier, faster and consistent. Messaging improvements have made to help reduce the likelihood of setting the wrong permissions or notifying the wrong users by providing information about what is going to happen with uploaded content.
- Increased file size support - File size support for individual files has been increased to 25GB for data rooms hosted in the United States, Germany, and Australia. Previously, the file size limit was 15GB.
September, 2023 - InvestorVision
The following enhancements were made:
- Language support on the LP portal - Chinese and Japanese support has been improved. Spanish is now supported.
- Performance improvements -Backend changes have been made to improve performance.
August, 2023 - InView
The following enhancement was made:
- The ability to add transactions has been added. Transactions show the details about how much money General Partners (GPs) have requested from Limited Partners (LPs) or money they have sent to the LPs. The transactions break down the information that has been sent in notices, such as capital calls or distributions.
August 1, 2023 - Intralinks VDRPro for mobile apps
The following enhancements were made:
- Experts can now propose answers to questions - Experts can now propose answers to questions from the mobile app, saving time and increasing the efficiency of the due diligence process. This capability is available to all exchange users that are part of the collaboration group to which the question has been delegated.
- Insights user interface changes - The Top Users and Top Documents options have been removed from the user group details view on the Group Activity Ranking chart. These options will be added in a future release as separate graphs and tables that will contain exchange level data, not group level data.
July 27, 2023 - Intralinks VDRPro
The following enhancements were made:
- Ability to create a deal profile - A new dialog box for completing your deal profile will be displayed when an exchange member with any Manager role logs into Intralinks VDRPro. The information requested is aimed at capturing the context of the deal taking place and will be used by Intralinks to provide you with better products and services. Your responses are optional and confidential. Only Intralinks and exchange managers can view them.
- Secure Viewer enabled by default on all new exchanges - Secure Viewer is now enabled by default on exchanges created using the M&A and B&S industry templates.
July 4, 2023 - Intralinks Designer (ILD)
The following enhancements were made:
- Improved logging performance - Logging has been enhanced to improve performance.
- Auto resume of workspace synchronization is now configurable - Previously, auto resume of workspace synchronization in the case of a machine shutdown was always enabled, which could slow down performance in large exchanges. This feature is now turned off by default, and can be turned on from user preferences if needed.
- Faster download for video files - Video file download speed has been improved.
- Performance improvements - Performance has been improved when loading large exchanges and navigating within Intralinks Designer.
July 4, 2023 - Intralinks Integration Adapter (ILIA)
The following enhancements have been made:
- Improved logging performance - Logging has been optimized to improve performance.
- Faster download for video files - Video file download speed has been improved.
- Improved input file processing - Input file processing performance has been improved by fetching details of a single exchange instead of fetching the exchange list
June 30, 2023 - InView
Intralinks InView was released to general availability. InView automates the collection of alternative investment fund reports from InvestorVision, VDRPro, and external data sources. This data is aggregated in a single, intuitive portal that streamlines operations and gives investors real-time access to fund investment data, allowing investors to better analyze their portfolios and make data-driven decisions.
June 29, 2023 - VDRPro mobile apps
Q&A coordinators can now use the iOS and Android apps to answer buyers' or participants' questions.
June 14, 2023 - VDRPro/Archives
The following enhancements have been made to Intralinks archives:
- A downloadable confirmation letter and index file are now available for archives. These files are available after the archive has been generated and they are available only to the archive recipient. The files are located on the Orders sub-tab of the Orders & Archives tab.
- The Viewpoints drop down list is now sorted alphabetically. In addition, a type-ahead feature has been added to more quickly narrow down search results.
- Non-Intralinks users who are recipients of an archive can now access the archive without having to contact Intralinks.
June 1, 2023 - VDRPro/AI Redaction
Redaction of Swedish-language documents is now supported.
May 2, 2023 - VDRPro
The following enhancements were made:
- Users with a Manager Plus or Hidden Manager Plus role can now enable and configure Secure Viewer, Intralinks' secure browser-based document viewer. These managers can configure which documents types can be downloaded and whether the blur feature is enabled to prevent the use of print screen.
- Users can now choose whether to include index numbers in downloaded files and folders. This option is available when the path to some files and folders exceeds the Windows limit of 256 characters.
April 27, 2023 - VIA Pro Desktop Client for Windows
The following enhancements were made:
- VIA Pro Desktop for Windows now supports Windows 11.
- Microsoft WebView 2 is now being used for IAM authentication.
- New APIs have been implemented to improve the performance of large file uploads.
April 26, 2023 - DealCentre
Deal marketing functionality was added to DealCentre.
April 20, 2023 - VDRPro/AI Redaction
The following enhancements were made to AI redaction file viewer:
- The format, spacing, and icons have been improved on the Show/Hide Markup Details panel. In addition, users can now sort by modified date, author, and color.
- Users can now perform bulk actions on selected markup items.
- Users can style the items in the Show/Hide Markup Details panel by color. Note the styling only appears in the items in the panel, not in the actual markings in the document.
- Users can filter the options in the Show/Hide Markup Details panel by user, color, or type.
- Undo and redo buttons have been added for items marked within the document.
- User interface improvements were made to the page settings panel. Labels were added, as well as the ability to enter full screen.
April 13, 2023 - Intralinks Designer
The following changes were made:
- Intralinks Designer now supports Windows 11.
- IAM authentication has been enhanced to use Microsoft WebView2.
- The Intralinks Designer help menu now points to the Intralinks Support Center. A new help menu has been added to Filesplit to point to the Intralinks Support Center.
- Users with the Manager Plus and Hidden Manager Plus roles can now close an exchange from Intralinks Designer.
- You can now use a PDF or DOCX file for your exchange agreement splash screen. The maximum file size is 20MB.
- A new set of APIs have been implemented to improve large file uploads.
April 11, 2023 - VDRPro mobile apps
The following changes were made:
- Buyer users with the role of submitter can now submit more than one question at a time.
- Q&A coordinators can now submit questions on behalf of buyer.
- Android 13 is now supported on Android mobile devices.
March 31, 2023 - InView
Intralinks InView is generally available. InView allows investors to collect financial reports for their alternative investments from funds across their portfolio. Reports can be collected from InvestorVision and other reporting systems, as well as emails, and presented in a user-friendly interface that enables investors to manage their private equity investments.
March 31, 2023 - InvestorVision
The following enhancements were made:
- Additional language support - Limited Partner (LP) portal: To address the growing international user base, French language support has been improved, and Japanese language support has been added.
- Ability to change the language: The ability to change the language for labels in the user interface has been added.
- Fund performance support: Fund managers (General Partners or GPs) will be able to expose a dedicated fund performance metric tab to investors on the LP portal. This feature must be configured by an Intralinks administrator.
- Drop-down values for asset classes: Additional dropdown values have been added across the platform to accommodate additional asset class specific values.
- Enhanced user experience for users with multi-portal/multi-role access: The user experience for users with multi-portal/multi-role access, such as a fund of funds users that is a GP in one portal and and LP across multiple other portals, has been improved.
- Improved performance for users with more than 300 permissions: The user experience and performance has been improved for users that have more than 300 permissions, for example, fund administrators and wealth advisors.
- GDPR compliance: InvestorVision now has fully hosted services on European data centers to meet GDPR compliance requirements.
- Identity switcher: You can now map multiple user accounts to the same Intralinks user profile.
- Watermarking: Watermarking can now be added to documents. If configured, the watermark is displayed diagonally across the page. The watermark includes the word "Confidential," the name of the user, and the date and time. This feature must be configured by an Intralinks administrator.
March 31, 2023 - VDRPro/AI Redaction
Intralinks AI Redaction now is available for exchanges hosted in the United States, United Kingdom and Japan. Previously it was available only for exchanges hosted in Germany or Australia. AI Redaction is included automatically in all newly created exchanges. Customers who want to use AI redaction in exchanges created before March 31 should contact Intralinks for assistance.
March 25, 2023 - VDRPro Search tools used to find information in exchanges hosted in the United States, the United Kingdom and Japan have been upgraded. Users of these exchanges will see faster results when they search, and the upgrade will allow to Intralinks to expand its search capabilities in the future.
March 22, 2023 - Intralinks Integration Adapter (ILIA) The following changes were made:
- Support was added for Microsoft Windows 11.
- Users with the Manager Plus and Hidden Manager Plus roles can now close an exchange using ILIA. Exchanges can be closed only on a future date.
- Users can now schedule input files for tasks.
- A new filter for the Document Access report allows users to include only documents that have at least one alert failure for any user/group.
- The file management APIs have been replaced with new versions that are expected to improve performance.
March 9, 2023 VDRPro The following changes were made to Intralinks VDRPro:
Q&A enhancements A number of usability and performance enhancements were made to Q&A.
The appearance of the filter tabs was updated to match other areas of the product.
The selections for items in drop-down button lists were restyled and rearranged to make it easier to find reports and other functions.
The Dashboard and All Questions tab are always visible now. Previously, they were not displayed when a user selected a filter.
The closed questions filter now displays a counter.
Ability to control blur in the High Security Viewer Exchange managers now can choose whether documents displayed in the High Security Viewer screen will be blurred when users move their mouse off the screen. The blur feature improves security by preventing users from making screenshots of sensitive information, but blurring can interfere with users' ability to complete their work. A new exchange setting allows the blur feature to be enabled or disabled; the setting can be changed only by an Intralinks Administrator. Contact Intralinks support to change this setting.
Improved messaging when uploading files and folders Messaging has been improved when uploading files that exceed the file size limit or when uploading folders that exceed the limit for number of folders that can be uploaded.
File size limit increased to 25GB for bulk upload The maximum supported file size for bulk upload of documents has been increased from 15GB to 25GB for all geographic regions. Individual documents must be 15GB or less.
Performance improvements in the user interface Loading times for users and groups has been improved.
February 23, 2023 VDRPro/AI Redaction Users can now add terms to the Additional Terms to Redact and Do Not Redact lists directly from the document they are viewing, making the redaction process quicker. Previously, users could add terms only in the configuration area.
Usability enhancements were made to the user interface, as well.
February 16, 2023 Intralinks for Android Exchange managers now can use the Intralinks for Android app to give limited publishers the ability to add documents and subfolders to selected folders, if the exchange's settings allow this ability.
January 26, 2023 VDRPro The Secure Online Viewer now is available for exchanges hosted in Germany and Australia. This functionality allows users to view IRM-protected documents in their browser in a highly secure way. Documents displayed in the secure online viewer are prevented from printing, downloading or taking screenshots of the documents. Previously users of exchanges hosted in Germany and Australia were required to download IRM-protected documents first before viewing them.
January 24, 2023 Multiple products New chat functionality and a new knowledgebase were introduced. Relevant knowledgebase articles are suggested to people using the chat function; users can either read the suggested articles to resolve issues themselves or continue on to chat with a support agent, who will help to resolve the issues. Chat functionality is available in VDRPro and VIA Pro, and the knowledgebase contains step-by-step instructions for completing tasks, troubleshooting information, reference material, and other helpful information.
December 15, 2022 InvestorVision The following enhancements were released:
- A new report that shows the status of consent requests was added. The report shows a list of users and whether they have consented to receive documents electronically.
- A new report has been added to show all financial hedge summary data. This report provides general partners with the ability to review data uploaded to the portal, as well as profit and loss values calculated by the application before data is published to the limited partner portal. General partners can also create their own hedge data report.
- General partners can now send a follow-up notification to limited partners to remind them of outstanding document requests. The request notification now includes the descriptive message entered by the general partner. Additionally, a new tab was added to the limited partner portal for document requests. Previously, request were visible only on the home page.
December 15, 2022 Intralinks for iOS Users can now manage folder-level permissions in the mobile app. Users can change, view or revoke permissions. If the exchange allows reviewers and previewers to upload documents to specific folders (the Allow Limited Publishers to Add Documents to Selected Folders exchange setting is enabled), managers can assign these privileges, as well.
December 15, 2022 Intralinks for Android Users can now manage folder-level permissions in the mobile app. Users can change, view or revoke permissions.
December 13, 2022 VDRPro The following changes were made:
- A new option was added for ordering archives. Exchange managers can now request that a ZIP file be burned directly to USB when they place their archive order in the application. Previously, users had to contact Intralinks support to order this option. This change will make it easier for Macintosh users to order archives that they can easily open without installing special applications to do so.
- When users download large numbers of files, new messages are displayed indicating that the download request is being processed and when the download begins. Previously, there was no message indicating that the request was being processed. In addition, if a user tries to download more than the maximum allowed 50,000 files, a message is displayed requesting the user to select fewer files.
- For exchanges hosted in the US, UK and Japan, the Secure Viewer used to display IRM-protected documents in the browser has been updated. The new version functions in exactly the same way as the previous version, but the speed with which documents are displayed and the number of documents that can be processed at one time have been improved. These changes will result in a more stable and faster experience for users.
December 9, 2022 VDRPro Two new optional fields were added to all Q&A reports: Delegated to Group and Delegated To Individual. These fields make it easier for clients to see who questions were delegated to. Previously, clients had to view each question’s details inside the question list to see this information.
December 9, 2022 Intralinks Integration Adapter (ILIA) The following enhancements were made:
- Input XML files can now be processed concurrently, increasing processing efficiency. A new option has been added to the Configuration Manager to configure the maximum concurrent processes.
- The maximum file size for documents uploaded to exchanges in Germany and Australia has been increased to 15GB. A message is displayed when the upload file size limit exceeds 15GB.
- References to IL5 and functionality related to it have been removed, and IL5 is no longer supported.
- The permissions API now supports fetching up to 200k explicit permissions, improving performance.
- Users can now enable/disable automatic document alerts when they create a new exchange. The new exchange setting ENABLE_AUTO_ALERTS_FOR_UPLOADS can be used to determine whether document alerts are automatically sent when documents are uploaded.
- Users can now download, save and print protected documents.
- The user guide has been updated to include all supported document filters.
December 5, 2022 InvestorVision A tab has been added to allow users to track their pending tasks, and additional enhancements have been made to the dashboard that appears on login.
November 24, 2022 VIA Pro Desktop Client for Windows On Demand Sync has been removed from the VIA Pro Desktop Client. With On Demand Sync, document placeholders appeared on users’ desktops instead of the actual files; if a user clicked on a placeholder, the document associated with it was downloaded and opened. With this release the placeholders will be replaced with the actual documents they represent. When syncing occurs, documents will be copied to the users’ desktops. For existing exchanges, if placeholders are missing on the desktop, the corresponding documents will be downloaded from the exchange on the web; the documents on the web will not be deleted. This change was made to ensure the reliability of syncing between the web and the desktop.
November 22, 2022 VIA Pro The Secure Viewer used to display IRM-protected documents in the browser has been updated. The new version functions in exactly the same way as the previous version, but the speed with which documents are displayed is seven times faster, and the new viewer can handle 10 times the traffic that the previous version could. These changes will result in a more stable and faster experience for users.
November 17, 2022 VDRPro The following changes were made to VDRPro:
Usability enhancements
Documents tab – The buttons for adding documents, creating folders, and performing more actions have been moved to the right. The search and filter options have been moved to the left. A title has been added to the page and the grid is now displayed in alternating white and gray to make it easier to read. In addition, the Action menu has been replaced with the action bar.
Users and Groups tab – The buttons for adding groups, users, and accessing exports have been moved to the right. The search and filter options have been moved to the left. A title has been added to the page and the grid is now displayed in alternating white and gray to make it easier to read. In addition, the Action menu has been replaced with the action bar, which provides users with a more intuitive way to access commands; users still can right-click on individual users and groups in a list to see a menu of actions they can take.
Users can now choose which columns to display in the grid, reorder columns, and pin columns. Users can save their changes for future sessions.
A new Export button has been added to make the export function more visible to users.
Applied filters are now displayed. Users can click on the x in a filter to remove the filter.
Exchanges list – The Action menu and Create Exchange button have been moved to the right. The search and filter options have been moved to the left. A title has been added to the page and the grid is now displayed in alternating white and gray to make it easier to read.
Reports tab – A title has been added to the page and the grid is now displayed in alternating white and gray to make it easier to read.
Flexible question limits for Q&A Q&A coordinators can now select the time frame for the maximum number of questions buyers can submit. After the selected time frame has passed, the buyers will be assigned additional questions. The time frame can be daily, weekly, or monthly, and can be set for individual buyer groups or for all buyer groups. This eliminates the need for Q&A coordinators to manually reset limits every day, week or month to manage the flow of questions to Q&A experts, ensuring that the experts can handle the volume of incoming questions.
October 27, 2022 VDRPro Enhancements were made to AI Redaction, Q&A setup, and authentication services.
Ability to exclude terms from AI redaction Users can now add PII (Personal Identifiable Information) terms to AI redaction that they do not want redacted, streamlining the redaction process. Previously, users had to manually unmark redacted PII terms that did not require redaction.
Q&A Setup enhancements
Q&A setup has been redesigned to improve the user experience, including an improved layout and better messaging, making it easier for users to set up and manage the Q&A process.
October 27, 2022 Intralinks Designer and Filesplit The following changes were made to Intralinks Designer and Filesplit.
Ability to send alerts to the user who sent the posting
For all four Filesplit options, the user that sent the posting can receive an alert if alerts have been activated. The new Send me a copy option is on by default.
An error is displayed when uploading documents that exceed the maximum file size
In Intralinks Designer and Filesplit, a message is displayed when you try to upload a file that exceeds 15GB.
Performance improvements in exchanges hosted in Germany and Australia
By breaking up files, performance on these exchanges has been improved.
Case management/business processes are no longer supported
Functionality related to case management and business processes has been removed since this functionality is no longer supported.
IL5 is no longer supported
References to IL5 and functionality related to it, such as publications, have been removed and are no longer supported.
Clone exchange enhancements
The following enhancements have been made to cloning an exchange:
A new option has been added allow you to choose whether to send welcome alerts when cloning an exchange. Previously, all newly added users were sent welcome alerts.
User and group count has been fixed for filters.
New options for selecting multiple users and groups to add to a cloned exchange have been added.
Ability to download IRM-protected documents
IRM-protected documents can now be download using the Download Wizard.
File Open and Save dialog boxes enhancements
The options for new and old Microsoft Excel and Word files have been combined in one selection. Previously, they were separate selections in the file type dropdown list.
October 27, 2022 Authentication (multiple products)
The following change affects VDRPro, InvestorVision, Deal Marketing, DealVision, Intralinks Designer, and VIA Pro.
Users who have enrolled their phones to receive SMS alerts can now update their mobile phone numbers and reset their authentication factors without calling Intralinks support.
October 27, 2022 Intralinks for iOS
Q&A has been enhanced to include the following new features:
- Delegate questions – you can now delegate one or more questions, optionally assign a due date, and reword the question.
- Change a question’s category – you can now move a question to a different category.
October 27, 2022 Intralinks for Android
Q&A has been enhanced to include the following new features:
- Delegate questions – you can now delegate one or more questions, optionally assign a due date, and reword the question.
- Change a question’s category – you can now move a question to a different category.
October 19, 2022 VDRPro/AI Redaction
Documents written in Greek can now be redacted using Intralinks AI.
October 18, 2022 VDRPro/Deal Close
Archives created in Frankfurt and Sydney now can be created using USB 3.0 connections. As a result, physical archives can be created more quickly than in the past.
September 22, 2022 VDRPro
The maximum file size allowed in exchanges hosted in Germany and Australia has been raised from 2GB to 15GB.
September 10, 2022 - Authentication
Okta Verify with Push has been added as an option for users to verify their identities when logging into Intralinks applications. With this option, users do not have to enter a verification code; they simply have to tap a button in a notification on their phone. Users who have set up Intralinks Authenticator cannot also use Okta Verify with Push to log into Intralinks applications. Okta Verify with Push is available with the following products: VDRPro, Deal Marketing, DealVision, InvestorVision, Intralinks Designer, Intralinks VIA Pro Edition
August 12, 2022 - VDRPro/Usage Dashboard
Users who are billed according to the amount of data uploaded to their exchanges now can view more accurate, complete information about the total upload volume on the Usage Dashboard on the Insights tab. The dashboard has been designed to make it easier for users to understand the current volume of data on the exchange, how uploads on a specific date caused as overage, if applicable, and the overage, if any, for the current month. Previously, this information was not clearly and accurately displayed.
August 2, 2022 - VDRPro/Documents
A new All Documents option was added to the panel on the left side of the Documents tab, making it easy for users to quickly redisplay all the documents available to them after they have performed a search or filtering the documents. Previously, users had to use a selection under the filters icon to redisplay all their documents.
July 27, 2022 VDRPro A new template has been introduced for Banking & Securities customers that enables generic, non-M&A-specific, language by default. The term “buyer” is replaced with the term “participant” throughout the VDR. In addition to the new template, an exchange setting was added to enable these language changes. This setting is enabled by default on the new template and can be changed only by an Intralinks Administrator.
July 21, 2022 - VDRPro/AI Redaction
The number of documents that can be redacted at the same time using bulk redaction has been increased from 50 to 1,000 for exchanges hosted in Germany and Australia.
July 20, 2022 - InvestorVision
The following changes were made:
- Hedge fund data can now be displayed and uploaded when Intralinks is the data provider. After a general partner uploads and publishes hedge fund data, limited partners can view the data. This change allows investors to access both private equity and hedge fund data through the same portal.
- Users now can send notifications to users at any time; previously notifications were triggered either when an investor was onboarded or by a document distribution. General partners no longer have to use multiple tools for communicating with their clients.
- When creating workflows for documents and postings, users can now define who is allowed to approve and publish the documents and postings.
July 16, 2022 - VDRPro
Improvements have been made to watermarking and AI redaction, and the maximum file size allowed in exchanges hosted in Germany and Australia has been increased.
Watermarking enhancements
The same content and watermark positioning options now are available for PDF and Microsoft Office documents. Previously, the options available for Microsoft Office files were more limited than those for PDF files.
A new exchange setting allows clients to configure whether watermarks are displayed for managers and publishers.
Watermarking can now be disabled for specific user groups.
Managers can now enable and disable watermarking for Microsoft Office files. They no longer have to contact an Intralinks Administrator.
Watermarking can be enabled for all Microsoft Office files or only for IRM-protected Microsoft Office files. Previously, only IRM-protected files could be watermarked.
AI redaction enhancements
Users can now redact multiple documents at the same time, making the redaction process faster and easier. This functionality currently is available for exchanges hosted in Germany and Australia, for existing and new exchanges.
New filters for AI redaction markup status have been added. These filters allow users to easily identify files with a particular status, such as scanning, ready for review, redacting, and so on.
Users can now restore one or more documents that were removed from the redaction area. These documents can be located using the Removed Documents filter.
July 14, 2022 - Intralinks for Android
Q&A has been enhanced to include the following new features:
- Users can now submit a question starting from documents, automatically linking the document to the question. This makes asking questions easier and faster.
- Users can now search Q&A, giving them a faster and better way to locate the question they are interested in.
- Questions can now be expanded or collapsed within a question category, allowing users to focus on questions in categories they are interested in.
Users of the Android app now can review and modify document permissions.
June 30, 2022 - Intralinks for iOS
Q&A has been enhanced to include the following new features:
- Users can now submit a question starting from documents, automatically linking the document to the question. This makes asking questions easier and faster.
- Users can now search Q&A, giving them a faster and better way to locate the question they are interested in.
- Questions can now be expanded or collapsed within a question category, allowing users to focus on questions in categories they are interested in
The process of reviewing and modifying document permissions has been redesigned to make it easier for users to change permissions. The following changes have been made:
- The Permissions options has been moved out of the More menu and placed next to it, giving the Permissions option more visibility.
- Users can filter on permission type and search the permissions screen.
- The group type (buyer, collaboration, exchange) is displayed below the group’s name.
June 28, 2022 - InvestorVision
Funds and investors in SS&C's TNR solution now can be synced to InvestorVision.
June 24, 2022 - VDRPro
AI Redaction Bulk redaction, clients' most requested AI redaction feature, now is available in new and existing exchanges hosted in Germany and Australia. Users of these exchanges can now redact multiple documents at the same time, making the redaction process faster and easier; previously, they were required to redact documents one at a time. Bulk redaction moves the redaction process from user's computers to Intralinks servers, making redaction faster and easier for users.
Users also can filter documents in the redaction area by their markup status. These filters allow users to easily identify files in a particular status such as scanning, ready for review, redacting, and so on. Additionally, users can now restore one or more documents that have been removed from the redaction area. These documents can be located by filtering by Removed Documents.
June 18, 2022 - InvestorVision
The OKTA service is now used to authenticate InvestorVision users when they log into the application. This new authentication and identity experience requires uses to set up at least one multiple factor authentication (MFA) option. In addition, updates have been made to the login process; password reset; and the management of profile, credentials, and factors. These changes are designed to improve the user experience, and they provide additional security and improve self-service capabilities.
Users who have both InvestorVision and Intralinks credentials will log into InvestorVision with their existing Intralinks credentials. Users who have InvestorVision credentials only will need to set a new password and enroll in a security option.
June 16, 2022 - VDRPro
For exchanges hosted in Germany and Australia, additional file types can be viewed in the browser. Users accessing these exchanges now can view unprotected Microsoft Office documents with the .doc, .xls and .ppt extensions and CAD files in their browser. Users can view these files either by opening them in a new tab or by previewing them. Previously, users, had to download these documents to view them.
June 9, 2022 - Intralinks Mobile Authenticator support
Support for the Intralinks Mobile Authenticator was added to VDRPro, Deal Manager, DealVision, VIA Pro, Intralinks Designer, and the Intralinks mobile apps. The authenticator can be used for multi-factor authentication (MFA). Intralinks Mobile Authenticator is the recommended option for all customers to use to verify their identity. It is especially useful for those customers with policies that only allow the use of authenticators from approved vendors. The authenticator is available in Intralinks' iOS and Android mobile apps.
June 9, 2022 - VDRPro
The following enhancements were made:
- Improvements were made to the bulk download process on Windows. In Windows, the maximum length for a file path name is 256 characters. When a Windows user performs a bulk document download, VDRPro now checks to see whether any file paths exceed the Windows limit. If they do, the user has the option to shorten the file and folder names or download all of the files to a single folder. Previously, a message was displayed to all users, regardless of whether the file path limit was exceeded, saying that folders may be removed. This enhancement ensures that only users who have file paths that exceed the Windows limit see a message. It also gives users more flexibility in managing downloads that exceed the Windows character limit.
- In the file upload process, VDRPro now checks to see whether the Windows character limit is exceeded; if it is, users can either cancel the upload or skip the files that can't be uploaded. Users also can export a list of files that exceed the Windows limit.
- Exchange members with a manager-level role can now view the location where their data is stored and processed. This information is available on the Exchange Details screen when you select Exchange Settings from the Profile menu.
- Users can now resize the documents tab panel, allowing them to view more information without scrolling.
- The Live Chat button has been moved to the footer.
In addition, support for the Intralinks Mobile Authenticator was added.
June 9, 2022 - Deal Marketing
The dashboard provides additional information that provides greater insight into deals' progress. On the outreach page, users can filter target groups and use templates to send emails to them; users can send emails on behalf of another member of their firm. Users can add signatures to emails. In addition, support for the Intralinks Mobile Authenticator was added.
June 9, 2022 - DealVision
Buyers can now access the seller’s FAQ inside of Q&A directly from DealVision. Previously, they had to log in to the seller’s VDR to see the FAQ. The question and answer are shown on the same page. Buyers can also access all of the files associated with each question. Project administrators are now notified when a new user is added to the project. Assignment notifications are no longer sent when the user assigning a checklist item is the same as the user assigned to the checklist item. Assignment notifications are no longer sent when a checklist category default assignee creates new checklist item inside his/her category. In addition, support for the Intralinks Mobile Authenticator was added.
June 9, 2022 - Intralinks Designer
When dragging and dropping folders and documents to an exchange ILD, the user can now choose to either keep or remove index numbers. This change is expected to make rehydration of archived exchanges easier. The process for downloading an individual file has been simplified. Users can download individual files with a single click, and download and open files by double clicking. Users no longer have to use the Download Wizard for these tasks. In addition, support for the Intralinks Mobile Authenticator was added.
June 2, 2022 - VDRPro mobile apps
A new identity authenticator, the Intralinks Mobile Authenticator, was added to the iOS and Android apps. This feature is in support of an upcoming VDRPro release. It will be the recommended option when users configure multi-factor identity management options. It is especially useful for those customers whose corporate policies require them to use authentication software from an approved vendor.
May 31, 2022 - VDRPro/Live Chat
A number of changes were made to Live Chat. Users now select a broad category describing the problem they want to solve and are routed to a queue monitored by specialists trained to answer that category of questions. If the user consents, browser and system information is passed to the support specialist, giving the specialist more insight into the user's situation and reducing the number of questions the specialist has to ask the user. Additional accessibility and design changes were made to align the appearance of the chat function with the rest of the VDRPro application.
May 24, 2022 - Intralinks Designer
Users now can choose to either keep or remove index numbers when dragging folders and documents to an exchange in ILD; this is expected to make rehydration of archived exchanges easier. In addition, users can download individual files with a single click, and they can download and open files by double clicking. Users will no longer have to use Download Wizard for these tasks.