Product: VDRPro
Applies to: All Manager roles, Publisher Plus, Reviewer Plus
Access these settings by clicking Settings from the menu in the upper right of the screen. Select Exchange Settings, then click Metadata in the left panel.
Use Custom Fields
Intralinks administrators use this setting to determine whether custom fields are available in your VDR. Custom fields provide a structured way for managers and publishers to describe documents and other elements in greater detail.
Custom fields can be used to enter specific pieces of information, such as expiration dates, internal tracking numbers, and so on. Once this setting has been enabled, it cannot be disabled.
- If the setting is turned ON, VDR members can use custom fields to describe documents and other elements in the VDR. Managers can set up custom fields for the VDR.
- If the setting is OFF, custom fields are not available.
Allow role-based permissions for custom fields
Intralinks administrators use this setting to determine whether role-based permissions for custom fields are allowed on your VDR. Once this setting is turned on, it cannot be turned off.
- If the setting is turned ON, VDR members can set permissions on individual custom fields by role. The permissions that are available are none, full, and see. These permissions decide which fields are displayed wherever custom fields are shown and determine whether they are view only or can be edited based on the role of the member that is logged in.
- If this setting is turned OFF, permissions cannot be assigned to custom fields by role.