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Frequently asked questions
Frequently asked questions

Here you will find commonly posed questions and useful answers

Updated today

What document sharing and collaboration features are available?

Ideals VDR offers advanced tools for sharing and collaborating on documents securely. Participants can upload files in various formats, organize them into folders, and share access with specific participants. Collaboration features include notes, link sharing, document access controls. Admins can implement granular controls to manage permissions, ensuring only authorized users can view, edit, download or manage sensitive files​.

Can I track who has accessed my documents?

Yes, tracking document access is a core feature of Ideals VDR. Through the Audit log, you can see which users have viewed, edited, or downloaded files, along with timestamps of their actions. The activity Dashboard, Document overview and Engagement matrix provide a complete overview of user interactions within a project, helping to ensure transparency and security​. Have a look at the full list of available reports.

Is there a Q&A functionality for secure communication?

Yes, the Q&A functionality allows users to communicate securely within the VDR. It includes features for categorizing, assigning, and tracking questions, enabling efficient collaboration during due diligence or other complex workflows. Admins can control which users participate in Q&A sessions, ensuring sensitive information remains protected​.

Does the VDR have reporting tools to track user activity?

Ideals VDR provides robust reporting tools, including the Activity Logs, Data storage report, and Engagement matrix. These tools allow admins to monitor user actions, identify patterns, and ensure compliance. Reports can be generated directly within the platform or via the mobile app for convenience​.

Can I access the VDR from my mobile devices?

Yes, the Ideals VDR mobile app supports secure access on ios and android devices. Users can manage documents, participate in Q&A, and generate reports while on the go. The app employs advanced security measures to ensure data remains protected​.

How does the platform ensure data security?

Ideals VDR prioritizes data security through encryption, granular permissions, and features like watermarking and customizable IP and domain restrictions. The platform also supports multi-factor authentication for participants signing into the project.

What kind of customer support is available?

Ideals VDR offers 24/7 customer support for phone inquiries. Support is available to assist with setup and ongoing needs, ensuring users have the help they need throughout their projects​.

Can I customize user permissions?

Yes, administrators can assign specific permission levels to participants, such as view-only, edit, or download. These permissions can be customized for individual files or folders and updated as needed. IP-based restrictions and watermarking are also available to enhance security​. As well as the option to View as a group to make sure their group is set up as required.

If you have additional questions, contact the support team for detailed guides and assistance.

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