Deal Prep exchanges

  • Updated

Product: VDRPro
Applies to: Users with the Manager Plus and Manager Limited roles

Deal Prep exchanges allow you to quickly begin setting up an exchange because they do not require a paper signature or commercial commitment. Instead, Intralinks provides an agreement page with click-through terms and conditions. This agreement screen is presented every time a person logs on.

Intralinks creates the exchange in the preparation phase and provisions it with a manager limited role for the administrator. You can perform the following tasks in a Deal Prep exchange:

  • Create and manage users
  • Upload and manage documents
  • Configure buyers/participants and buyer/participant groups

Deal Prep exchanges do not allow you to:

  • Invite buyers/participants
  • Change the exchange phase
  • Change the agreement page

When your organization signs a contract (also known as an Enterprise Service Agreement, or ESA) with Intralinks, your Deal Prep exchange is converted into a full exchange. 

Members with the manager limited role are upgraded to the manager plus role and they are notified by an email alert.

You are then able to open the exchange to buyers.

Additional information

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