System requirements and configuration | InvestorVision

  • Updated

Product: Intralinks InvestorVision
Applies to: General partners
 

System requirements

Supported browsers

Windows

  • Google Chrome latest version
  • Microsoft Edge latest version
  • Mozilla Firefox latest version Mac OS

Mac OS

  • Google Chrome latest version
  • Safari latest version
  • Mozilla Firefox latest version

Pop-up Blocker

To display documents in InvestorVision, you must disable pop-up blockers. A message is displayed if pop-up blockers are not disabled, instructing you to disable them.

Safe senders list

Add the following URLs to the safe senders list:

  • intralinks.com
  • investorvision.io
  • content-storage.intralinks.com

Add the following email address to the safe senders list:

  • noreply@pevisionintegration.com

Editing the login consent page

The login consent page is a page that is displayed when a user logs in to the portal. It can contain an NDA or other legal agreement that the user must agree to before accessing the portal. The login consent page is enabled by default. If you do not customize the language, the default login consent page will be displayed. If you change the language, you will need to contact Intralinks Customer Support to enable the changes.

  1. Click the down arrow next to your user name and select Templates.
  2. Click Login Consent.
  3. Make any changes to the text and click Save.
  4. Contact Intralinks Customer support to enable the changes.

Adding a banner on the limited partner page

You can add a banner to the limited partner page that contains information that you want the limited partners to be aware of.

  1. Click the down arrow next to your user name and select LP Banner.
  2. In the Message field, enter the banner text. Use the formatting buttons to add bold, italic, underline, and bulleted or numbered lists.
  3. (Optional.) To add a link to an external URL, enter the URL, select the text, and click the link icon. Make any changes and click Save.
  4. Click Save.

    The banner will not be displayed on the limited partner page until you publish it.

  5. Use the slider to publish the banner.

Configuring the types of documents limited partners can see

When you permission limited partner users to an investment you are giving them permission to view the documents associated with this investment. The document types that they can view are those associated with role that you assign them for this investment, ensuring that they only see the types of documents that they need to see. For example, accountants may only need to see tax documents.

You can customize which document types each user assigned a particular limited partner role can see. In addition, you can change the display name of the default document types and add custom data types.

Configuring document types

  1. Click the down arrow next to your user name and select LP Roles.
  2. In the upper right, click Configure Doc Types.
  3. To add a document type, click the plus icon in the document group to which you want to add a type and enter the document type.
  4. To edit the display name, click the pencil icon next to the document type and enter how you want the document type to be displayed in the user interface.

Customizing the document types user can see

  1. Click the down arrow next to your user name and select LP Roles.
  2. For each category in the Doc Group column, select the limited partner roles (principal, legal, financial, tax, or operations) that can view the document types in this group.

Changing the default limited partner role names

You can change the default limited partner role names to match the terminology your company uses.

  1. Click the role name you want to change in the header row.
  2. Edit the role name.
  3. Press Enter.

Customizing the limited partner landing page

If this feature has been enabled, you can customize the limited partner landing page to include additional information, such as graphs and news, that you want to share with limited partners.

Contact Intralinks support if you want to enable this feature.

Customizing the limited partner landing page

  1. In the left navigation panel, click LP Homepage.
  2. Click Choose in the template you want to use. Click Preview to view the layout. Each cell in the template has an Edit icon in the upper-right corner.
  3. Click Edit to edit a The following cell types are available:
    • Text – Enter the text you want to You can change the font size, alignment, and style.
    • Images and videos – Click Upload media and navigate to the file you want to upload. When the file finishes uploading it is displayed in the cell. You can add a background color, and border, and move the image/video to the desired position in the cell.
    • Graphs – You can add a default graph or you can create a new graph.

      To add a default graph, click Default Data, select the graph type, and click Select. The default graphs show the most recent data that you have entered. To view the graph with actual data, you need to impersonate the limited partner.

      To create a new graph, click Create Custom Data, select the graph style, and click Select. Download the spreadsheet template by clicking Download, enter the data into the spreadsheet, and upload it.

  4. (Optional.) To resize a cell, click and drag the lower right-hand corner.
  5. (Optional.) To move a cell, click and drag it to the desired position.
  6. (Optional.) To delete a cell, click the in the upper-left corner of the cell.
  7. (Optional.) To add an additional cell, click the appropriate icon at the bottom of the screen. You can add text, image, video, and graph cells.
  8. Click Publish to enable the landing page.

    If the published landing page does not match the draft page, a banner is displayed. Click Publish to enable the updated page, or click Cancel to revert the page back to the published page.

Changing the template for the landing page

You can change the template used for the limited partner landing page. When you select a new template, the current template is replaced, and any changes you made to it are erased.

  1. In the left navigation panel, click LP Homepage.
  2. Click Template.
  3. Click Choose in the template you want to use.
  4. Click Confirm.

Additional information

Was this article helpful?