Product: VDRPro
Applies to: Manager Plus, Hidden Manager Plus, Manager
VDR phases determine which VDR members have access to the VDR. Phases are used to ensure that no one has access to the VDR until you’re ready for them to use it. Although VDRs typically begin their life cycle in the hold phase and end in the open phase, you can move the VDR among these phases as your business needs dictate.
There are three VDR phases:
Hold phase – This is the initial phase that is used while the VDR is being set up by VDR managers. Use this phase to add the VDR members who will take part in the preparation and open phases. You also can add folders and documents. Publishers and reviewers do not have access to the VDR while it is in the hold phase, so this phase also can be used to temporarily close the VDR to these members, if necessary.
Preparation phase – In this phase, publishers are given access to the VDR. During the preparation phase, publishers and managers add the folders and documents that will be viewed by reviewers in the open phase. Reviewers do not have access to the VDR during the preparation phase.
Open phase – All VDR members can use the VDR.
Note: The terms VDR and exchange are used interchangeably in Intralinks products.
I want to
- Change my VDR's phase to hold, preparation or open
Steps
Only individuals with the Manager Plus, Hidden Manager Plus and Manager roles can change an VDR's phase.
- Open the VDR you want to set to a new phase, and click the Settings link in the upper right corner of the screen, then click Exchange Settings.
- In the Details view, use the Phase menu to select the phase you want.
- When you change a VDR's phase from the hold phase to the preparation or open phase, or from the preparation phase to the open phase, the Send Welcome Notifications panel slides out if the VDR allows you to make changes to welcome notifications. You can customize the welcome notifications, and select which users will receive them. You also can choose to not send notifications by clicking Apply & Do Not Send.
If the VDR does not allow changes to welcome notifications, email alert messages are sent automatically to all VDR users who become active when the phase is changed. For example, when you move a VDR from the hold phase to the preparation phase, members with the roles of Publisher Plus, Publisher, Reviewer Plus and Previewer are alerted. When you move the VDR from the preparation phase to the open phase, members with the Reviewer role are alerted.