The Information Request List (IRL) in a staging room allows teams to track the progress of deal preparation. By uploading an IRL file, you can view, edit, and manage a centralized list of required documents or tasks, helping you stay organized and ensuring that all necessary materials are ready when the deal goes live.
Key actions within the IRL feature
Upload a new IRL file
Upload an IRL in
.xlsxformat to populate the list. This file will be viewable to all team members once uploaded.
View an uploaded IRL
Once uploaded, any user with access can view the IRL directly within the Staging Hub.
Edit the IRL with the integrated on-page viewer
Use the on-page viewer to make real-time updates to your IRL file. (See Editing in On-Page Viewer below for details on editing tools.)
Download the IRL
Save a copy of the IRL in
.xlsxformat to your device, keeping any changes you’ve made within Staging Hub.
Replace the IRL with a new file
Upload a new IRL file to replace the current one when updates are needed.
Delete the IRL
Remove the IRL file from the Staging Hub when it’s no longer needed.
Editing in the on-page viewer
The integrated on-page viewer lets you update and customize your IRL with various editing features. Here’s a breakdown of the tools you can use:
Text editing: Modify text as needed within cells.
Text styling: Change font styles, sizes, or colors to organize information visually.
Link insertion: Add hyperlinks to external resources or internal files for easy reference.
Cell formatting: Adjust cell formats to match the data type, including number, text, and date formats.
Column and row resizing: Resize rows and columns to make the IRL easier to read.
Copying and pasting content: Copy and paste information from other cells or sections.
Adding or deleting columns and rows: Insert or remove columns and rows to keep the IRL updated and relevant.
To edit the IRL, make sure you click Edit in the top right corner
Top Tips for using the IRL editor
Keep these tips in mind when working with the IRL editor to make the most of its features:
No version control: The editor does not support version control, so once a change is made, it cannot be undone. We recommend downloading copies regularly if you need to keep backups of earlier versions.
IRL file visibility: The uploaded IRL file is accessible only within the IRL section and is not available in the main document section.
Single-user editing: The editor does not currently support simultaneous edits by multiple users, so only one person should edit the IRL at a time.