Modules (Advanced settings) | VDRPro

  • Updated

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

Enable Questions & Answers (Q&A)

This setting determines whether Q&A functionality is available on the exchange. (Q&A functionality generally is used by the Mergers and Acquisitions market segment.) Once this setting is enabled, it cannot be disabled.

  • If this setting is turned ON, buyers can ask questions, and coordinators in your organization can answer the questions or delegate them to subject matter experts. You also can create FAQ entries from questions that will be visible to all buyers.
  • If this setting is OFF, Q&A functions are not available.

Enable Automatic Delegation to Subject Matter Experts

This setting is available only if Enable Questions & Answers (Q&A) is ON. Q&A coordinators, who may be external to the seller organization, can delegate questions to one or more SME groups within the seller organization. If this setting is enabled, any SME group that has been delegated a question, either manually by the Q&A coordinator or through auto-delegation, can re-delegate that question to other SME groups that are better equipped to respond to them. (SME groups that are allowed to re-delegate questions are referred to as the SME coordinator groups.) People with the Manager Plus exchange role can enable this functionality.

Questions that have been re-delegated cannot be delegated again by the SME group that received the re-delegated question. The SME coordinator who re- delegates a question can set a new due date for the SME group that receives the question. However, if the Q&A coordinator assigned a due date, the SME coordinator cannot change it. The SME coordinator also cannot retract a delegation made by the Q&A coordinator or another SME coordinator group.

Responses to re-delegated questions are delivered to the SME coordinator group, which is responsible for providing a final response to the Q&A coordinator.

Similarly, follow-up questions by the Q&A coordinator go to the SME coordinator group, not to the SME group to which the question was originally re-delegated.

Enable Limited Q&A Coordinator role

This setting is available only if Enable Questions & Answers (Q&A) is ON and the Reviewer Plus role is enabled on the exchange. This setting determines whether exchange members with the Reviewer Plus role can be assigned the Q&A Coordinator role as a limited Q&A Coordinator. Once this exchange setting is enabled, it cannot be disabled.

The limited Q&A coordinator role must be assigned to exchange members. It is not assigned automatically. Exchange members selected to be limited Q&A coordinators cannot be members of collaboration groups.

Exchange members with this role can answer and delegate questions, and they can freeze and unfreeze Q&A categories. They cannot perform the following tasks:

  • Create documents
  • Create folders
  • Update user permissions
  • Select buyers to be question submitters for their buyer group
  • Add, update or remove exchange members from the exchange
  • Add, update or delete groups
  • Add or remove exchange members from groups
  • Set question limits

These tasks must be performed by a Q&A coordinator with the Manager Plus exchange role. (Some tasks can be performed by a user with a manager-level or publisher-level exchange role.)

M&A advisors who act as Q&A coordinators and exchange managers use the limited Q&A coordinator role to delegate some authority to their clients without providing managerial access to the exchanges that they manage. The limited Q&A coordinator role provides greater visibility into the clients’ deals than the subject matter expert (SME) role provides.

Enable Mobile Access

This setting determines whether users can access this exchange on phones and tablets.

  • If this setting is turned ON, mobile exchange members can view the exchange on their devices using Intralinks VDRPro’s mobile apps. If mobile access is enabled, you can allow or prevent opening protected documents on mobile devices.
  • If this setting is OFF, users cannot access the exchange from mobile devices.

Allow other applications to open non-protected documents on mobile devices

This setting is available only if Enable Mobile Access is turned ON. This setting allows you to control whether people can open unprotected documents in third-party mobile apps.

  • If this setting is ON, mobile users can open unprotected documents in third-party mobile apps.
  • If this setting is OFF, mobile users cannot open unprotected documents in third-party mobile apps.

Allow protected documents to be viewed on mobile devices

This setting is available only if Enable Mobile Access is turned ON. This setting allows you to control whether people can view protected documents on mobile devices. Protected documents can be viewed only within the Intralinks VDRPro mobile apps.

  • If this setting is turned ON, mobile users can view protected documents on mobile devices.
  • If this setting is OFF, mobile users cannot view protected documents on mobile devices.

Enable e-Investor Integration

This setting determines whether users with Reviewer and Previewer roles can use the e-Investor Product for completing onboarding documents. This setting must be turned on by an Intralinks administrator. User accounts for reviewers and previewers must be created on both Intralinks VDRPro and e-Investor using the same email address and they must be permissioned in both systems to see onboarding documents.

  • If this setting is ON, users with the Reviewer and Previewer roles can read and edit e-Investor documents from the exchange.
  • If this setting is OFF, users with the Reviewer and Previewer roles cannot access e-Investor documents from the exchange.

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