Introduction to Intralinks VDRPro

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Product: VDRPro
Applies to: Everyone
 

Each Intralinks VDRPro exchange provides a secure Web-based space for sharing critical information, performing workflow tasks, and collaborating with people inside and outside your organization.

Exchanges can be used as document repositories, either enterprise wide or for corporate boards, but they can be used to meet a variety of organizational needs.

If you are using your exchange to sell an asset, the exchange is your online dealroom - the place where you make documents available to potential buyers and the place where potential buyers can review the information about the assets being sold. Buyers can ask questions and collaborate with others who are working on the deal or project with you. General, an exchange is used for a single project, or deal. As a result, you may be participating in several exchanges at the same time if you are involved in several simultaneous deals.

Exchanges can be used for different purposes. They can be used for sharing or consuming documents and other content, collaborating or completing tasks that are part of a larger workflow, or a combination of these activities.

A quick tour of your Intralinks VDRPro exchange

Product: VDRPro
Applies to: Everyone
 

To use an Intralinks VDRPro exchange, you must log in. Logging in gives you access to the exchanges to which you have been assigned.

After you log into Intralinks VDRPro, the Exchanges screen appears, displaying a list of the exchanges you participate in. Exchanges marked with a lock icon secured_icon.png indicate that exchange managers have decided to use Intralinks VDRPro’s enhanced security function.

Get online support or provide feedback to Intralinks using the Support & Feedback menu at the top of the Exchanges screen. Use the Search bar to quickly locate an exchange if you have a long list of exchanges. Perform actions on a selected exchange using the Action button. Edit your Intralinks VDRPro profile or log out of Intralinks VDRPro using the profile_icon.png icon in the navigation bar at the top of the screen.

Click the exchange name to open it. When the exchange opens, its phase is displayed next to the exchange name and a list of the documents that are available to you is displayed.

To customize the columns that are displayed, click the Manage Columns button on the right just above the grid. You can select which columns to display, click and drag the column names to change the order in which they are displayed, and you can pin the first three columns so that they remain visible when you scroll to the right. Click Reset to restore the columns to the default order.

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