⚠️ Information in this article is relevant for the Desktop version of Ideals VDR only. For a fast and more user-friendly experience, we recommend that users opt for the browser version–especially for uploading documents. For information on uploading files and folders to the browser version, head to the article Uploading documents.
Ideals VDR Desktop for Windows is a single application you can use to upload, download, and synchronize documents.
The application is intended for documents management only. Please use a web application to adjust your data room settings, manage users and their permissions, view reports, and more.
Using the app
To start using the desktop app, please follow the steps below.
Click the Applications button in the top right corner and select Download application and select relevant download.
Once downloaded, click on the file to install the application.
The application will run automatically and prompt you to fill in your login credentials.
Having logged in to the app, select the project on the dashboard.
In case two-factor authentication is turned on in your account, please also type in the SMS code.
The application icon will also be saved on your desktop to launch it any time later.
Once you open the project, the following is available in the interface:
The left navigation panel shows the folder structure.
The contents of a highlighted folder in the left panel are unfolded in the right panel.
The lower panel shows the processes carried out by the application.
On the top panel and in the context menu there is a range of actions you can perform over files and folders.
To change the language of the interface, click on your name in the top-right corner, and select the preferred one.
Connection Settings
If you use a proxy server to connect to the Internet, you will need to change the connection settings of the desktop application.
Go to the Connection Settings menu.
Select the option Use custom proxy settings to apply the necessary changes.
You can inquire about the proxy server settings with the IT department of your company. In the Connection Settings menu, you can also launch a test connection to make sure that the VDR desktop application works properly.
Troubleshooting
Application won't start
If you encounter the "Application cannot be started" error while launching the Ideals desktop app, follow these steps to resolve the issue:
Uninstall the app: Go to Programs and Features and remove the Ideals desktop application.
Clear the app cache:
Click Start and select Run.
Type
cmdand press OK to open the command prompt.Enter the following command:
rundll32 dfshim CleanOnlineAppCache
Press Enter to clear the application cache.
Reinstall the app: Download and reinstall the Ideals desktop application.
Document synchronization issues
If you're having issues with document synchronization, follow these steps to troubleshoot:
Verify local folder: Ensure the local folder linked to synchronization hasn’t been renamed, moved, or deleted.
Check folder structure: Confirm there have been no changes to the folder structure, such as moving, deleting, or adding files/folders.
Cloud storage: Make sure the sync isn’t set up with a shared or cloud folder. The Ideals VDR desktop app does not support uploads directly from cloud storage or network folders.
Manual sync: Set up synchronization (download) from your cloud storage to a local folder, or manually update it when changes occur.
Permissions: Confirm you have sufficient permissions for the folder being synchronized.
Force sync: Right-click on the sync process in the background tasks list and select Force synchronization.
Reset sync: Delete the synchronization, restart the app, log in again, and set the sync up anew.
Resume sync: If synchronization is paused, go to the Windows system tray, right-click the sync icon, and select Continue all.
9. Restart your PC: Reboot your computer.
If the problem persists, please contact the Ideals support team by clicking the chat icon in the bottom-right corner of the screen.