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Mobile application

How to download the Ideals mobile application and an overview of its on-the-go capabilities

Updated over a month ago

💡 Expect mobile updates to come, including enhanced document management (including uploads), participant overview, permission settings, and Q&A improvements. Stay tuned for a better mobile VDR experience.

Ideals offers a mobile application for any iOS and Android-based devices.

The mobile app offers a secure solution for confidential document sharing, empowering users to stay connected and manage projects on the go. Whether you're in the office, traveling, or working remotely, the mobile VDR provides flexibility and industry-leading security, ensuring seamless access to your project anytime, anywhere.

Downloading the app

You can download the Ideals Virtual Data Room mobile app from the following platforms:

Features of the mobile application

Project list

Users will find a list of projects with Search functionality and their listed Favorites.

Documents

Within Documents, users can manage and share files effortlessly. The following functionalities are available:

  • View, download, copy, delete, move, rename, create folder, search, filter, and add to favorites

  • Three bulk actions: move, copy, and delete

  • Notes: add, edit, delete, and see all notes

Questions and Answers (Q&A)

With Q&A, the mobile app functionality gives access to:

  • Questions list: this provides all questions with general sorting options and a Search function

  • Question details: open each query in read-only mode. The navigation in the top right of the feature allows users to skip to the next/previous in the list

Reports

Create reports, identify trends, and gain valuable insights to effectively manage your project's progress. Admins can access the following reports on the mobile device:

  • Activity log

  • Engagement matrix

  • Data storage

Subscribe and Export to Excel actions are only available via desktop. However, admins can create reports as normal and email to participants within the project.

💡Admins can still set up a Data limit notification either via the Data storage report or the personal Settings as standard.

Settings

Amend personal and project settings.

  • Personal: access notification settings for Q&A, documents, and storage.

  • Project: access settings for the project, including General, Branding, Labels, Terms of use, Watermarks, and Security.

Project archiving

Close your projects from your handset as soon as required. Once closed, we will send a confirmation email to administrators.

💡 To order project archives, admins need to sign in via desktop. However, any archive orders will be visible in the application.

Recycle bin

The Recycle bin is included to enable sight of deleted files/folders. The standard functionalities of Search, Restore, and Delete items are available.

Corporate account

All corporate account features are available on the mobile app.

  • The corporate accounts list

  • Projects list

  • List of participants

Admins can add/remove participants, track data storage, billing, and amend default project settings.

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