Prelaunch checklist for exchange managers | VDRPro

  • Updated

Product: VDRPro
Applies to: Manager Plus, Hidden Manager Plus
 

Before opening your new exchange, please use this checklist to ensure that you've finished all the necessary setup.

I want to

  • Ensure that my VDRPro exchange is ready to go live
  • Confirm that I've finished setting up my exchange

Steps

Documents

Verify that all necessary files are uploaded and placed in the correct folders.

Users & Groups

Ensure that all users with the reviewer / previewer and publisher roles are assigned to groups.

(As a reminder, these users won't have access to the documents unless they are members of a permissioned group.)

Permissions

Use the Applied Permissions Report to confirm that all your content is permissioned and to the correct groups.

You can also use the View As feature see how the folders and documents will appear to your users.

Exchange settings

Review your settings to ensure that everything is configured for your specific needs (e.g., watermarking is enabled; you've added a custom disclaimer. etc.). Use the sections in this article to learn more about the various exchange settings.

Additional information

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