Product: VDRPro DealVault
Applies to: DealVault Admins and Viewers
You can view archives to which you have been given access. You can also download an entire archive or individual files and folders. To request access to an archive, contact the DealVault administrator.
I want to
- View a DealVault archive
- Download a DealVault archive
- Download individual files and folders from a DealVault archive.
Viewing DealVault archives
- In the Exchanges 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 view.
- 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.
- (Optional.) Click the download button to download files or reports on the tabs that have this option.
Downloading an entire archive or individual files or folders
- In the Exchanges list, click Orders & Archives.
- Click DealVault Archives.
- To download the entire archive, click the download icon in the row of the archive that you want to download.
- To download individual files and folders, navigate the the file or folder and click the download button.