Working with cloud-based archives | DealVault

1. On the exchange list, click Orders & Archives.
2. Click DealVault Archives. 
3. Click the name of the archive that you want to view.
4. The following tabs are available:
   • Documents - List of documents in the same structure as the VDR.
   • Users and Groups - If requested, a list of all users and groups at the time the archive was created.
   • Reports - A Microsoft Excel copy of each report at the time the archive was created. Audit trail reports are located in the Doc-Audit folder.
   • Q&A - If requested, Excel documents that contain questions and their history and a folder that contains all attached documents.
   • Archive Details - Displays archive metadata.
   • Archive Access - Administrator users can use this tab to control who has access to the archive and what their role is: Admin or Viewer.
5. (Optional.) Click the download button to download files or reports on the tabs that have this option.

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.

1. On the exchange list, click Orders & Archives.
2. Click DealVault Archives. 
3. Click the name of the archive that you want to view.
4. Click the Documents tab.
5. From the More menu, click Unarchive.
6. Select the data room to which you want to upload the files.
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.

1. On the exchange list, click Orders & Archives.
2. Click DealVault Archives. 
3. Click the download icon in the row of the archive that you want to download.

1. On the exchange list, click Orders & Archives.
2. Click DealVault Archives. 
3. Click the name of the archive that you want to view.
4. Click Archive Access.
5. 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.
6. To remove a user's access to the archive, click the Remove Access icon in the row of the user you want to remove.
7. 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.