You can create a Virtual Data Room in Sharedo
- Before you create a VDR on a case you need to make sure you have configured a Virtual Data Rooms Widget to be able to see your data rooms. If your widget is already configured jump straight to step 7.
- Go to Open Modeller > Work Type > Work type modeller
- Select the work type to which you want to add your VDR's and click Portal designer
- Choose the page to which you want to add your data rooms widget [We recommend that you add the widget to the Documents page as it will make the process of adding documents to your VDR much easier] and click Design
- Click the + button on the container where you want to add your widget > filter on Virtual data room files and select the widget
- Click the Editicon on your new widget and configure as required
- Navigate to the page in where your virtual data rooms will be available click Create on the work item ribbon > Virtual Data Room
- Set the Primary Owner role and any other participants you want to be able to access the VDR with their relevant role, e.g. Contributor, Client Access, Reader then Save & Close.
- Your Virtual Data Room is now ready to use.