Product: Intralinks Designer
Applies to: Managers and publishers
If your computer is not connected to the Internet or the Intralinks primary service is not available, the list of VDRs that you can access includes only those VDRs that you have worked on previously and saved but have not yet updated.
Note: The terms VDR and exchange are used interchangeably in Intralinks products.
I want to
- Open a VDR in Intralinks Designer
Steps
Opening a VDR
- Log into Intralinks Designer.
- A list of the VDRs you are allowed to modify is displayed. (If you are a member of a business group who is allowed to view templates, the list includes templates, as well.)
- Double-click the name of the VDR you want to work with or select the VDR from the Exchange drop-down list.
- Depending upon the settings for this VDR, you may be required to view and accept a VDR agreement before continuing. If a splash screen containing a VDR agreement appears, read the agreement, then click Accept or Continue.
A snapshot of your VDR appears in Intralinks Designer’s staging area. You can begin adding and organizing the content that will appear in the VDR.
If you are working with a new VDR for which no content has been added, you will see an icon for the VDR in the staging area, but the rest of the staging area will be empty.
Displaying the same VDR each time you start Intralinks Designer
If you usually work with a particular VDR, you can set Intralinks Designer to display that VDR automatically when you start the application.
- From the Settings menu, select Intralinks Designer Options. The Intralinks Designer Options screen appears.
- On the General tab, mark the Show a specific exchange on start of Intralinks Designer option, then select the VDR you want from the list that appears below the option.
- Click OK.
Viewing a list of templates or working sets
If you are a member of a business group and your membership level allows you to view templates, you can view a list of the templates that you can use to create new VDRs. The following business members can view templates: coordinator; member 50, member 40, member 20 and member 10.
If you have created working sets — collections of VDRs that you can use for performing tasks and printing reports — you can view them, as well.
- If the VDR list is not displayed, select All Items from the Exchange list near the top of the screen. A list of all your VDRs, templates and working sets is displayed.
- From the Show menu, select either Templates or Working Sets. The items that you selected are displayed.
- To view VDRs again, select Exchanges or All Items from the Show menu.