Applies to: Advisors
You may need to have a copy of your deal for reference or regulatory compliance purposes. You can order an archive copy of your deal that provides a snapshot of your deal at the time of ordering from a selected person’s viewpoint. Archives can be ordered for live deals. Archives are available in downloadable ZIP format.
Note: There may be a cost for ordering an archive. Contact your Intralinks sales representative for more information.
Video - How to Archive or Close a Deal in DealCentre
See how to order a downloadable archive for a live deal in this video. Use the icon in the video player to view the chapters available.
How to order an archive
Order an archive
- To order an archive, select one of the following options:
- From the Deals tab, click in the row of the deal for which you want to order an archive. From the three dots menu, select Order Archive.
- From the Deals tab, click the deal name for the deal for which you want to order an archive, From the three dots menu, select Order Archive.
- In the Audit Information section, select whether you want a data only or compliance archive. Both data and compliance archives contain a replica of the deal's folders and files from the selected person's viewpoint. In addition, compliance archives contain reporting that gives you a full audit trail for the deal.
- In the Include Files and Folders That Are Visible To field, select the viewpoint from which to generate the archive. This determines which files are included in the archive.
- In the Recipients field, select who should receive the archive. Only users within the deal are eligible to receive an archive. An email alert will be sent to the recipients letting them know that an archive has been ordered. An additional email alert will be sent when the archive is ready to download.
- Click Continue to Review.
- Agree to terms and conditions by clicking I have read and agree to Intralinks' Terms and Conditions for purchasing Archive copies of Deals. Note to ensure the integrity of your deal, do not make changes to the deal until you have received the archive and verified its contents.
- Click Place Order.
Download an archive
When the archive is ready, the archive recipients will receive an email that has a link to the download and the password needed to access the download.
- From within the email alert, click Download Archive.
- Click Download Archive to download the ZIP file. The archive contains the following files and folders:
- Files and folders - Contains the files and folders that the selected viewpoint can see.
- Report - This report details document activity across selected groups.
- Confirmation letter - The index confirmation letter shows information about from where the archive was generated including the name of the deal, the deal ID, the viewpoint from which the archive was generated, and when the deal was last modified.
- Index - Lists the files and folders, their index numbers and their folder path.
Open an archive
- Select one of the following options:
- On Windows, right click on the ZIP file and click Extract All.
- On a Macintosh, double click the ZIP file.
- Enter the password as specified in the email alert. You can now interact with the contents of the archive folder.