• You can get to the Platform-level VDR by going to the main menu on the left and clicking on VDR
• You can control access to this and other VDR levels through Roles and Permissions
• Normally, everyone with access to the platform can see this VDR, so you can use it to keep on-boarding material or general documents and templates that you would like other members of your team to use
• You can use this VDR to create folders, upload multiple documents and delete files and folders
• You can integrate your current documents to the system

• The deal-level VDR is found on the deal toolbar
• You can use this VDR to create folders, upload multiple documents and delete files and folders

• You can find the VDR icon in the shape of a cloud beside each item
• You can use this VDR to create folders, upload multiple documents and delete files and folders
• When you upload a file to this VDR it will be highlighted and the color will turn blue

If you would like to Search for a specific file or folder in the VDR, you can open the VDR, whether platform or deal or lower level, and enter all or part of the file/folder name in the ‘Search box’ at the top. The folders/files corresponding to your search term will be highlighted.

The majority of the most commonly used file types are supported by the VDR. However, executable files are not supported. You can contact our Support team if you are having any trouble uploading your files.