Applies to: Advisors
An upload link provides a single secure and simple collection method for users outside of the deal team to upload documents. An upload link is created in the preparation area. You can then send it to your clients so they can upload the documents you are requesting without logging in to the VDR. When they click on the link, all they have to do is enter their email address and begin uploading documents.
Only users to which you have given access can use the link to upload documents. Users are identified by their email addresses. You can set an expiration date after which the link will no longer be available. The default expiration is 30 days after it has been created. You can also delete links when you no longer need them.
How to manage document request links
Create document request upload links
- From the Deal List, select the deal for which you want to create a link.
- From the Documents menu, click Preparation.
- Use one of the following options to access the Create Upload Link dialog box:
- To create an upload link to add files to the top-level of the Preparation area, click the three dots menu and select Create Document Request Link.
- To create an upload link to add files to a particular folder, in the Actions column of the folder row, click the three dots menu and select Create Document Request Link.
- In the Description field, enter a description of the documents you are requesting.
- In the Assignee(s) field, enter the email addresses of the users that you want to be able to upload documents.
- (Optional.) In the Priority field, select the priority of the request.
- (Optional.) In the Due Date field, enter the date by which you would like the documents to be uploaded.
- In the Expiration field, select the date that the link will expire. The default is 30 days after the link is created.
- Click Create Link.
- Select one of the following options:
- To copy the link to the clipboard, click the Copy icon. You can paste this link in an email to the users that you want to begin uploading documents along with the list of documents that you want them to provide.
- To see what the link looks like and optionally add documents, click Preview Request Link. In the Email address field, enter your email address and click Next. The Upload Requested Documents screen is displayed. You can drag and drop documents or select files to upload.
Edit or delete an upload link
- From the Deal List, select the deal for which you want to create a link.
- From the Documents menu, click Preparation.
- Click the three dots menu and select Edit Document Request Link.
- (Optional.) Update the Description, Priority, Due Date, and Expiration dates as needed.
- (Optional.) To expire the link, click Expire Link.
- (Optional.) To change the users that can use this link to upload files, in the Assignee(s) field, enter the emails of the users that you want to have access and click Update Link.
- (Optional.) To delete the link, click Delete Link and click Delete to confirm.
- Click Update Link.
Copy the upload link after it is created
- From the Deal List, select the deal for which you want to create a link.
- From the Documents menu, click Preparation.
- Click the three dots menu and click Copy Document Request Link.