The Admin is the only person who can request an archive. It is possible to request an archive on USB before closing the Data Room or up to 14 days after closing.
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1. Go to My Virtual Vaults and navigate to the Data Room. Click Request archive. Requesting an archive is also possible in the Data Room itself. Navigate to the Dashboard, go to the Quick links tile and click Request archive. |
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2. Read the information carefully, check the box for consent and click Continue. |
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3. Select perspective Choose what kind of USB archive to request. Please visit this article to learn more about what an archive contains. Select a perspective for this archive and click Select. We recommend to request at least one archive from the Admin perspective and one archive from the buy side perspective. |
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4. Select report
After selecting a perspective, all of the reports will be automatically added. If you want to exclude any reports, click Select reports to uncheck the boxes of these reports. Click Select to save the selection.
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5. Add address
Click on + Add recipient to fill in the recipients information, including the number of USB's they are supposed to receive and if you would also like to include a Cloud archive. After this, select the preferred shipping method and click Add. Visit this article to learn more about shipping methods.
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6. To add another perspective to the archive request, click Add archive + and repeat the steps above. Otherwise, click Submit request to finalize the action. |