Product: Intralinks Designer
Applies to: Managers and publishers
The Documents tab on the View/Update Exchange Settings screen displays the options you can use to manage documents and their distribution.
Allow IRM (Information Rights Management) Protection
Intralinks administrators use this setting to determine whether VDR managers and publishers who add documents to the VDR can apply IRM Information Rights Management (IRM) provides security for downloaded documents. When IRM is applied, documents are encrypted before downloading, and users must enter their email address and password to view the documents. VDR managers can revoke access at any time. protection to them. This includes requiring VDR members to enter their email address and password before viewing documents and preventing VDR members from printing protected documents. IRM protection can be applied to documents in PDF (Portable Document Format) and Microsoft Word, Excel and PowerPoint documents (DOC, DOCM, DOCX, PPSM, PPSX, PPT, PPTM, PPTX, XLS, XLSB, XLSM, XLSX, and PDF).
If IRM is applied to PDF documents that have a password to prevent changes in the documents, your team members’ IRM selections will override the previously applied protections on downloaded copies of the documents. The original version of the document will be available in the VDR.
- If this setting is turned ON, document protection can be applied to PDF and Microsoft Office documents.
- If this setting is OFF, document protection functions will not be available in the VDR.
Allow users to copy the contents of protected Excel documents
This setting is available only if IRM (Information Rights Management) Protection is ON.
- If this setting is turned ON, users can copy information from one sheet to another within a protected Excel document (XLS or XLSX) or copy information into another protected or unprotected Excel document.
Caution: Users will be able to copy your information into their own documents, which means they will continue to have access to that information even if you remove their access to the original document.
- If this setting is turned OFF, users can still copy information from an unprotected file to an IRM protected Excel document; however, they cannot copy anything from a protected Excel document to another document or within the document.
Allow Users to Edit and Save Copies of Excel Documents
This setting is available only if IRM (Information Rights Management) Protection is ON.
- If this setting is turned ON, reviewers can save and edit IRM-protected Excel files (XLS and XLSX) locally, including removing watermarks, if they are enabled. IRM is propagated on all local copies requiring authentication to open the file. If a new version of a document is uploaded, reviewers will not lose older versions they have edited.
- If this setting is turned OFF, reviewers cannot save and edit IRM- protected Excel files locally.
If this setting is turned ON, you can remove access to all versions of a file if a particular reviewer is no longer involved in the deal.