Exchange settings | VDRPro

Product: VDRPro
Applies to: All Manager roles, Publisher Plus, Reviewer Plus
 

Exchange settings determine many of the features that are available on your exchange. Other features are determined by the template used to create the exchange and may be tailored to your particular market segment.

The exchange settings shown below are those that appear on the Exchange Settings screens; each one is described in detail in the articles they link to. (These and other exchange settings also appear on the templates that are used to create templates.)

Note: Depending upon the industry type associated with the templates used to create your exchanges, some of the settings below may not appear on the Exchange Settings screens for your exchange.  In addition, the terms "buyer" and "buyer group" may be referred to as "participant" and "participant group."

Document Management settings

• Apply Permissions at the Folder Level
• Allow Limited Publishers to Add Documents to Selected Folders
• Allow Limited Publishers to add subfolders, as well
• Hide Document Creation and Modification Dates from Reviewers
• Hide Names of People Who Added Documents to the Exchange from Reviewers
• Use Version Control
• Index Files and Folders
• Use OCR (Optical Character Recognition)
• All Full-Text Search (UK Exchanges)
• Allow Immediate Access to Documents From Email Links
• Track Effective Dates

Document Security settings

• Allow IRM (Information Rights Management) Protection
• Limit the use of Print Screen when users view protected documents from this exchange
• Allow users to edit and save copies of Excel documents
• Allow users to copy the contents of protected Excel documents
• Enhanced Security
• Watermark PDFs and Office Files

Document Download & View settings

• Display Documents in the Browser Using Secure Viewer
• Use Document Blur to Prevent Print Screen
• Prevent Downloading of Selected Document Types
• Allow Downloading of Documents the Cannot be Viewed Online
• Allow Managers to Download and Open Documents in the App Used to Create Them

Notifications (Users & Access settings)

• Allow Changes to Welcome Notifications
• Send Document Alerts Automatically

Access Control (Users & Access settings)

• Enabled Roles
• Allow Collaboration Groups
• Allow Buyer Groups
• Allow Users to Remove Themselves from the Exchange
• Send Alerts to Users Who Are Removed from the Exchange
• Require Public vs Private Declarations

Metadata (Advanced settings)

• Use Custom Fields
• Allow role-based permissions for custom fields

User Interface (Advanced settings)

• Require Users to View Agreement
• Display Custom Footer
• Enable B&S Terminology

Modules (Advanced settings)

• Enable Questions & Answers (Q&A)
• Enable Automatic Delegation to Subject Matter Experts
• Enable Limited Q&A Coordinator role
• Enable Mobile Access
• Allow other applications to open non-protected documents on mobile devices
• Allow protected documents to be viewed on mobile devices
• Enable e-Investor Integration

Workflow (Advanced settings)

• Allow Workflows