Overview
The staging hub is where all staging rooms are housed. Staging rooms are where advisory and sell-side can collect documents safely and securely. Once all documents have been collected, administrators can then move all relevant items to the due diligence VDR, ready for when the deal has started.
Why use a staging room?
Fast access and unlimited usage. Easy to open without a middleman (IT or Salesperson) and can be used as long as needed.
A safe place for documents collection and sharing. Only the sell-side team participates reducing risks of sharing sensitive data with another party.
Easy progress tracking. The Info request list (IRL) always has up-to-date preparation status and located right next to documents.
Smooth transition to the start of the deal. Fast and smooth transition to the due diligence data room.
Transfers in real-time. Files are ready for viewing right after copying them to the target room.
The easiest way to think about a staging room is to imagine a simplified version of our data rooms purely designed to aid the preparation of your deal.
Projects dashboard
A new tab will appear on the projects dashboard called Staging hub once you have added your first staging room.
You will find your staging rooms, both active and closed, and all their corresponding project statistics:
Storage: the amount of the used storage used by the staging room as of the end of the previous day.
Users: number of users invited to the staging room.
Info request list shortcut: fast access to the IRL right from the dashboard
💡 You will need to be a corporate account owner or manager with the Staging hub option within your subscription.
To add a new staging room:
Click Create new staging room.
Specify the staging room name.
Select the storage location.
Click Create.
Available features
Documents: has all the features of the regular data room from the administrator's perspective.
Information request list: allows users to upload an information request list and track the progress of deal preparation.
Participants: enables user management of the staging room.
Reports: allows tracking storage consumption and provides all activity logs.
Settings: provides basic project and personal notification settings.
Recycle bin: stores deleted documents.
Documents
You can organize your documents with:
Customizable layout and table columns.
Possibility to review all notes and external links in one place.
Quick access section.
Possibility to copy documents across projects.
Copying into your projects
When you have finished preparing your file and folder structure, easily populate your desired project ready for due diligence:
Select any documents you want to copy.
Select the destination project, and your documents are copied, ready to be viewed in another project.
💡 To copy to a new project, simply select + Create new project from the dropdown options.
Notes
Mention any participants inside a staging room within a note pinned to a file or folder.
Mentioning relevant team members helps users ensure the right individuals are aware of important updates or decisions, enabling them to promptly react once they receive an email notification.
💡 Mentioning participants in notes is only available in the staging hub rooms.
Information request list
Information request lists (IRL) are used to track your preparation progress.
Actions you can perform here:
Upload a new IRL: the file is viewable once uploaded. Only XLSX files are supported.
View an already uploaded IRL.
Edit IRL with our integrated on-page viewer.
Download the IRL back in XLSX format, keeping all changes made.
Upload a new IRL, replacing the previous file.
Delete IRL.
Edit mode
Our integrated on-page viewer has the following capabilities:
Editing text
Changing text styles
Adding links
Changing cell format (number/text/date)
Resizing columns and rows
Copying and pasting content
Adding and deleting new columns and rows
💡 Top tips you need to know
Our editor has no version control and can't restore previous versions if deleted.
Your uploaded IRL file is not shown in the document section.
There is no support for parallel and simultaneous editing.
Participants
In the Participants section, you can find the list of invited users, their name, email, role, access to folders, and last sign-in date.
There are 2 available roles:
Administrator: full access to all documents and available features.
User: access to selected folders only. All features except for documents are hidden.
💡 Users get full management rights to the contents of the selected folders. There are no granular permissions for subitems.
To invite new participants:
Click Add participants.
Enter one or more emails.
Select the role: Administrator or User.
For the user role, select the folders you'd like to share.
Optionally, tick the checkbox Copy from another user to give the same access as for an existing user.
Click Invite.
You can review and manage folder access and change participant roles any time later, right from the user list. Just click on the target user and adjust role and access as needed.
Reports
The staging room currently has two types of reports:
Data storage
Activity log
Data storage
The data storage report illustrates consumed storage over a specified period. Use the calendar to select the relevant period and the radio buttons to choose your storage unit of measurement: GB or MB. Once selected, the graph will display a line graph of activity.
Activity log
The activity log allows participants to track all the activities that have taken place inside the staging room. It is possible to filter by period of time, action type, and author to find detailed activity and track progress.
💡 This is useful for finding areas where you can speed up your preparation for entry into your product.
Settings
The staging room has the following project settings.
General settings allow the following adjustments:
Edit staging room name and link.
View your storage location.
Close staging room
Branding: update the project logo and the color theme.
Labels: edit the label groups and label values.
Security: authorize support access to your room.
AI tools: enable/disable AI redaction and document search.
Recycle bin
The section shows all files deleted from the staging room documents section. Here you can permanently delete or restore files as you need. You can also Empty recycle bin to permanently remove all files.
💡 Keep in mind that all files in the recycle bin will still affect your storage until they are permanently deleted.
