Managing cloud-based archives | DealVault

Users who have a Manager Plus role in the VDR and an Admin role in DealVault can upload all files from a DealVault archive to a live data room.

1. Open DealVault.

   If you are not logged into Intralinks already, go to https://services.intralinks.com/dealvault/.

   If you are logged into Intralinks, use the App Switcher icon to open DealVault.

2. In DealVault, display the archive you want.
3. Click Unarchive.
4. Select to unarchive all files and folders in the archive or specific files and folders, and click Next.
5. Select the VDR to which you want to upload the files and folders. Click Next.
6. Review the location where the files and folders will appear in the target VDR. You can rearrange the files and folders later if necessary.
7. Click Unarchive.
8. A message is displayed when the files have been uploaded. Click View to go to the data room. If some files failed to upload, click Download Report in the message that is displayed to view a list of the files that were not uploaded.

Giving someone access to an archive

You must be a DealVault administrator to give additional users access to an archive. Note that newly added users must belong to the same organization as the archive recipient, and they must have (or create) an Intralinks account to access DealVault.

1. In DealVault, open the archive you want to change.
2. Click the Archive Access tab at the top of the screen. 
3. Click the Add Users button at the top right.
4. Enter the user's email address and select a role for the user. Users with a Viewer role can only view the contents of the archive. Users with an Administrator role can add and remove users' access to archives. The recipient of the archive is an Administrator by default. Archives can have more than one Administrator.
5. Click Add.

Removing a user's access to an archive

Note that the archive must have at least one administrator. You cannot remove the only administrator for an archive before adding a new administrator.

1. In DealVault, open the archive you want to change.
2. Click the Archive Access tab at the top of the screen. 
3. Click the Remove Access icon in the Actions column for the user you want to remove.

Changing a user's role in an archive

Use these steps if you want to upgrade a user's role from Viewer to Administrator or downgrade their role from Administrator to Viewer.

1. In DealVault, open the archive you want to change.
2. Click the Archive Access tab at the top of the screen. 
3. Click the Change Role icon in the Actions column for the user and select the user's new role.

Sharing documents with people who do have access to the archive

You can securely share up to 10 documents at one time with people who do not have access to your archive. These people will receive an email with links to the documents, which can be accessed for seven days. Email recipients will have to enter their email address before viewing the documents. If you need to share more than 10 documents, repeat the steps below.

1. In DealVault, open the archive that contains the documents you want to share.
2. In the Documents view, select the documents you want to share. Select up to 10 documents.
3. Enter the email address for the person you are sharing the documents with.
4. Review the email address to be sure it is correct, then click the I verify that the email ID provided is correct and accurate checkbox.
5. Click Share.

Inactivating links to shared documents

You can remove a person's ability to use the links you shared before the links expire.

1. In DealVault, open the archive that contains the documents you shared.
2. Click Secure Share.
3. Select the items you want to unshare.
4. Click Delete Links.
5. Click Delete.