Giving users limited access to documents without logging in | VDRPro

  • Updated

Product: VDRPro
Applies to: Users with the Manager Plus role
 

You can allow users to access documents from an email alert without requiring them to log in.

I want to

  • Allow users to access documents without requiring them to log in

About this task

If the Allow Immediate Access to Documents From Email Links exchange setting is enabled for your exchange, you can allow specific users to skip the login process when downloading documents by clicking a link in email alerts. (The Allow Immediate Access to Documents From Email Links exchange setting must be enabled on the template before your exchange is created. If the setting is not enabled on the template, this functionality will not be available in your exchange.)

When users are given this ability, they are not asked to provide their email address and password when they receive a document alert and click the link within the alert to download the document. Instead, the download will begin immediately. These alerts will allow access for 30 days from the time they were sent.

If an exchange manager sends out a new alert for an existing document, the recipient can use either alert to access the document. The new alert will be valid for 30 days and will not invalidate the previously sent alert.

Document access reports also are updated whenever the link is clicked, and the access will be attributed to the user who was permissioned to use the document and was sent the alert containing the link.

Procedure

  1. Click Users and Groups.
  2. Select the name of the person to which you want to give immediate access to documents.
  3. Click Properties.
  4. Click the Enable immediate access to documents from email links option.
  5. Click Confirm.
  6. Click Save Changes.

You can identify people who have been given permission to access documents immediately from email links by viewing a users list. The skip_login_icon.png icon appears next to the names of people who have been given this access.

Additional information

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