Welcome to the VDRPro for fundraising tutorials page!
The Intralinks VDRPro application is designed to support a wide range of uses for a virtual data room, offering versatile solutions tailored to meet various business needs. This page focuses on providing examples that are specifically relevant to fundraising projects utilizing VDRPro.
Getting Started with VDRPro
Before you can start working in VDRPro, you need to activate your Intralinks account.
Plus, view a walkthrough on the core settings of your exchange.
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Account Activation See this demo on how to activate your Intralinks account. |
Exchange Settings Watch this video for an overview of the settings in your exchange. |
Build Your VDR
Watch these comprehensive video tutorials that provide detailed guidance on how to fully build out your virtual data room for fundraising purposes using VDRPro. These tutorials are designed to walk you through each step of the process, ensuring that you can effectively set up and organize your VDR to meet the needs of potential investors and streamline your fundraising efforts.
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Upload Documents See how to upload documents to your exchange in VDRPro. This step can be completed either before or after adding users & groups.
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Add Users & Groups Learn how to add users and groups to your exchange. This step can be completed either before or after adding documents. |
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Assign Permissions Permissions must be assigned to groups for members to view files within your VDR. Watch this video to learn how to manage permissions in VDRPro.
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Reporting
Watch this overview of the reporting tools available within VDRPro to gain valuable insights and make informed decisions based on activity within your VDR. This video will guide you through the various features and functionalities designed to help you monitor and analyze user activity.