Product: Intralinks Designer
Applies to: Managers and publishers
Exchange settings determine many of the features that are available on your particular exchange, as VDRs are called in VDRPro and Intralinks Designer. Other features are determined by the template used to create the VDR and may be tailored to your particular market segment.
All VDR settings also appear on the templates that are used to create VDRs.
The settings described below can be found on the View/Update Exchange Settings screen. To display this screen, right-click on the icon for the VDR at the top of the folders list on the left side of the screen, then select View/Update Settings from the menu that appears.
General settings
Documents settings
Management
- Apply Permissions at the Folder Level
- Allow Limited Publishers to Add Documents to Selected Folders
- Hide Document Creation and Modification Dates from Reviewers
- Hide Names of People Who Added Documents to the Exchange from Reviewers
- Use Version Control
- Index Files and Folders
- Use OCR (Optical Character Recognition)
- Allow Full-Text Search (UK Exchanges)
- Allow Immediate Access to Documents From Email Links
- Track Effective Dates
- Use AI Redaction
Security
- Allow IRM (Information Rights Management) Protection
- Allow Users to Copy the Contents of Protected Excel Documents
- Allow Users to Edit and Save Copies of Excel Documents
Watermarking
Users and Groups settings
Notifications
Access Control
- Enabled Roles
- Allow Collaboration Groups
- Allow Buyer Groups
- Allow Users to Remove Themselves from the Exchange
- Send Alerts to Users Who Are Removed from the Exchange
- Require Public vs Private Declarations
- Send reminder emails to undeclared users
Advanced settings
Custom Fields
Q&A
- Enable Questions & Answers (Q&A)
- Allow for Clean Team Visibility
- Enable Limited Q&A Coordinator role
- Allow Subject Matter Experts to Delegate Questions