Product: VDRPro DealVault
Applies to: DealVault Admins
DealVault is a cloud-based storage solution that ensures easy access to archives and efficient management of your deal data. Archives can be securely accessed, making it easy to analyze, collaborate on and unarchive entire VDRs. You can view, search, download, and move files and folders, upload an entire archive to an active VDR (rehydrate), and manage all of your archives in a central place.
DealVault archives are subscription-based. Your organization can have several subscriptions, for example, one subscription for for US operations, and another for European operations. These subscriptions are managed by the Subscription Manager, who is designated when a DealVault contract is signed. The Subscription Manager reviews contracts and manages requests for an archive to be added to DealVault. For more information, see Managing DealVault subscriptions.
DealVault archives are read-only and cannot be modified.
I want to
- Upgrade a DealVault trial to a paid subscription
- Upload files to a live data room
- Give users access to an archive
DealVault trials
Overview
When a USB or DealVault archive is ordered, a 30-day trial subscription is included. The trial allows you try out a subset of DealVault functions to decide if you want to upgrade to a paid subscription. The trial allows you to download files, but does not allow you to unarchive files. Your trial ends either after the 30-day period or when you sign a contract. You can see the number of days left in your trial by clicking Orders & Archives, then clicking DealVault Archives.
Upgrading to a paid subscription
- On the exchange list, click Orders & Archives.
- Click DealVault Archives.
- If you are opening a DealVault trial for the first time, you must accept terms and conditions. Select one of the following options.
- To accept terms and conditions, click Accept.
- To decline terms and conditions and end the trial, click Decline, the confirm by clicking Decline Trial.
- Click the name of the archive that you want to upgrade.
- At the bottom of the screen, click Upgrade Now.
- In the Your Contact Information section, enter your name, email address, and optionally a phone number.
- In the Contract Signer's Information section, enter the information for the person in your company that has authority to sign a DealVault contract. If you have the authority, click I can sign the contract.
If the contract signer is in the system and a DealVault contract exists, the request will be sent to the Subscription Manager for approval. If either the contract signer is not in the system or there is no DealVault contract, the contract signer will be contacted by Intralinks sales.
- If the contract signer needs to be reminded, you can click Request Upgrade Again on the Request Upgrade page for the archive.
Unarchiving files and managing user access
Unarchiving files into a live data room
Users that have a Manager Plus role in the data room and an Admin role in DealVault can upload all files from the archive to a live data room.
- On the exchange list, click Orders & Archives.
- Click DealVault Archives.
- Click the name of the archive that you want to view.
- Click the Documents tab.
- From the More menu, click Unarchive.
- Select the data room to which you want to upload the files.
- Either select the entire archive or select a subset of files from the archive.
- Click Unarchive.
- 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 and removing users' access to an archive
- On the exchange list, click Orders & Archives.
- Click DealVault Archives.
- Click the name of the archive that you want to view.
- Click Archive Access.
- To give users access, click the Add button at the top right.
- 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 Admin role can add and remove users' access to archives. The recipient of the archive is an Admin by default. Archives can have more than one Admin.
- (Optional.) To add additional users, click the plus button and repeat step 3.
- Click Add.
- To remove a user's access to the archive, click the Remove Access icon in the row of the user you want to remove.
- To change a user's role in the archive, click the Change Role icon and select the role that you want to assign to the user.