Document Download & View settings | VDRPro

  • Updated

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

Display Documents in the Browser Using Secure Viewer

This setting determines whether Secure Viewer is available on the exchange. When this option is enabled, all protected documents except Excel spreadsheets will open in a browser window.

Note: Excel files will be downloaded by default. To display Excel spreadsheets in Secure Viewer, right-click on the document and click Open in Viewer.

  • If this setting is turned ON, Secure Viewer is enabled and IRM Information Rights Management (IRM) provides security for downloaded documents. When IRM is applied, documents are encrypted before downloading, and users must enter their email address and password to view the documents. Exchange managers can revoke access at any time.-protected documents will open in a browser window.
  • If this setting is OFF, Secure Viewer is not enabled.

Use Document Blur to Prevent Print Screen

This setting is available when Display Documents in the Browser Using Secure Viewer is enabled. It determines whether the screen will be blurred when the user moves to another tab or a screen, or if the user attempts to take a screenshot using the keyboard. Blurring prevents users from using the print screen function and increases security.

Note: There are some instances when blur will not be applied based on the combination of browser, operating system and device used by the user.

  • If this setting is turned ON, the screen is blurred when the user moves off the screen.
  • If this setting is OFF, the screen is not blurred when the user moves off the screen.

Prevent Downloading of Selected Document Types

This setting is displayed when Display Documents in the Browser Using Secure Viewer is enabled. It lets you decide which document types can be downloaded and for which document types download will be blocked. If downloads are prevented, exchange members are required to view the documents in Secure Viewer. Exchange members also cannot copy text from documents that cannot be downloaded. You can configure this setting for all documents of that type or only for protected documents.

  • If this setting is turned ON, you can select which document types can be downloaded and for which document types download will be blocked.
  • If this setting is OFF, all document types can be downloaded.

Allow Downloading of Documents that Cannot be Viewed Online

This setting is displayed when Prevent Downloading of Selected Document Types is enabled. It determines which users can download documents when the secure viewer cannot open them in the browser. This can occur due to file size, file type, or other errors.

Important! If you do not allow exchange members to download these documents, the members will not be able to view them, even though you have given the members permission to do so. Exchange members will be able to see the documents but will not have any way of opening them.

  • If this setting is turned ON, you can select whether all users, or only users with a manager role can download documents that cannot be opened in the secure viewer.
  • If this setting is OFF, users cannot download documents that cannot be opened in the secure viewer, regardless of their role.

Allow Managers to Download and Open Documents in the App Used to Create Them

This setting is displayed when Prevent Downloading of Selected Document Types is enabled. This setting determines whether users with a manager role can download documents regardless of whether the document type is configured to prevent download.

  • If this setting is turned ON, users with a manager role can download document types that have been configured to prevent download.
  • If this setting is OFF, users with a manager role cannot download document types that have been configured to prevent download.

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