Product: Intralinks Designer
Applies to: Managers and publishers
Note: The terms VDR and exchange are used interchangeably in Intralinks products.
Features
Show Exchange welcome screen
This setting determines whether email alerts can be sent to VDR users when you change the VDR phase to a phase that makes the VDR visible to these users.
- If the setting is marked (on), email alerts will be sent to users when the VDR becomes visible to them.
- If the setting is unmarked (off), no welcome alerts will be sent.
Allow access by Intralinks administrators
This setting allows security-conscious managers to control Intralinks administrators’ access to VDR content. This command appears only if it was enabled on the template used to create your VDR.
- If the setting is marked (on), Intralinks administrators have the ability to see all information on VDRs created using this template.
- If the setting is unmarked (off), you have the option to block Intralinks administrators from viewing VDR content; administrators still will be able to view the VDR name and You can turn this setting on and off as your needs require.
Regardless of how this setting is set, Intralinks administrators are able to view your templates and business group information.
Open Intralinks Designer from within the exchange
This setting is not available for VDRPro and has been disabled.
Enable renaming rules
This setting is not available for VDRPro and has been disabled.
Save deleted conversations
This setting is not available for VDRPro and has been disabled.
Enable E-forms
This setting is not available for VDRPro and has been disabled.
Enable OCR
This setting is not available for VDRPro and has been disabled.
Enable Intralinks Courier Drop Box
This setting is not available for VDRPro and has been disabled.
Enable Collaboration IO
This setting is not available for VDRPro and has been disabled.
Require public/private declarations
This setting determines whether reviewers and previewers on your VDR will be required to declare themselves as either public-side users — excluded from viewing non-public material (“private”) content — or private-side users who are eligible to see both public and private information. (Users with roles other than reviewer and previewer are marked private automatically.) Standard permissioning rules continue to apply to the contents of public/private-enabled VDRs; users who are not permissioned to use a particular document will not be able to access it, regardless of their declaration.
This setting is available only for Debt Capital Markets (DCM) VDRs.
- If the setting is marked (on), reviewers and previewers will be required to make a public/private declaration when entering this VDR for the first time, and users who declare themselves public (or who are declared public by an access monitor) will not be able to view documents containing private content.
- If the setting is unmarked (off), reviewers and previewers will not be asked to make a public/private declaration, and documents will not be designated as public or private.
Send reminder to undeclared users
This setting determines whether an email alert will be sent to users who have not made a public or private content declaration, asking the users to make a declaration. This setting is available only if the Public/private VDR setting is marked (on).
This setting is available only for Debt Capital Markets (DCM) VDRs.
- If the setting is marked (on), a reminder alert will be sent to undeclared users every week. This alert will be sent regardless of the user’s alert preferences.
- If the setting is unmarked (off), no reminder alerts will be sent to undeclared users.
Workflow
Enable the creation and management of tasks
This setting is not available for VDRPro and has been disabled.
Q&A
Enable Q&A
The setting determines whether Q&A functionality is available in the VDR.
- If the setting is marked (on), buyers will be able to ask questions and coordinators in your organization will be able to answer the question or delegate it to subject matter You also will be able to create FAQ entries from questions that will be visible to all buyers.
- If the setting is unmarked (off), Q&A functions will not be available.
Buyer question limit
This setting appears only if the Q&A module setting is marked (on). The Question limit setting provides a default entry for new buyer groups as they are created; you can choose to limit the number of questions each group can ask (using a different limit for different groups if you like) or to allow buyers to ask an unlimited number of questions. On this screen, enter a numeric value or leave it blank if there is no limit.
Enable Q&A Coordinator role
This setting is available only if the Enable Q&A setting is marked (on). Note that this setting enables the limited Q&A coordinator role. When this setting is enabled, the Reviewer Plus role (if it has been enabled) will be replaced with the new coordinator role. If existing users have been assigned the Reviewer Plus role, they will lose that role.
Once this VDR setting has been enabled, it cannot be disabled again.
The limited Q&A coordinator role must be assigned to users; it is not assigned automatically. Users selected to be limited Q&A coordinators cannot be members of collaboration groups.
Users with this role can answer and delegate questions; they also can freeze and unfreeze Q&A categories. They cannot perform the following tasks:
- Create documents
- Create folders
- Update user permissions
- Select buyers to be question submitters for their buyer group
- Add, update or remove users from the VDR
- Add, update or delete groups
- Add or remove users from groups
- Set question limits
These tasks must be performed by a Q&A coordinator with the Manager Plus role. (Some tasks can be performed by a user with a manager-level or publisher-level role.)
M&A advisors who act as Q&A coordinators and VDR managers use the limited Q&A coordinator role to delegate some authority to their clients without providing managerial access to the VDRs that they manage. The limited Q&A coordinator role provides greater visibility into the clients’ deals than the subject matter expert (SME) role does.
Geo specific mount point
This setting determines whether the data on this VDR is stored in the United States or in the United Kingdom. This option was set on the template used to create the VDR, and it cannot be changed for the VDR. Note that full-text search is not available for documents stored in the United Kingdom, though general information about the documents (metadata) will be available for searching. File processing will be performed in the United States, but apart from temporary processing, UK-based documents will not be stored in the United States.