Product: VDRPro
Applies to: All Manager roles, Publisher Plus
You can display details and settings for VDRs. The settings views allow you to view and modify your VDR's settings. Users with the Manager Plus, Hidden Manager Plus and Manager roles can view and change settings. Users with the Manager Limited and Publisher Plus roles can view settings but cannot change them.
Note: The terms VDR and exchange are used interchangeably in Intralinks products.
I want to
- View or change my VDR's name, description, phase, ID, host and organization names
Steps
- Open the VDR and click Settings in the upper right corner of the screen.
- Click Exchange Settings.
- Use the menu on the left side of the screen to review current settings for the VDR, and make any required changes. Click Details to view the VDR’s name, description, current phase (hold, preparation or open), exchange ID, host and organization names, and, if you have completed it, deal profile information.
All VDR members with a Manager Plus or Publisher Plus role can change some VDR settings. Additional settings can be changed only by contacting your Intralinks Client Services representative. Certain other settings are determined by the template that was used to create the VDR; these settings cannot be changed.