Hand off the "go upload this" list

29 June 2026·1 min read

Filling a data room usually means chasing people - "hey, can you upload the financials by Friday?" - and then chasing them again. Now you can just hand it off.

Create a task, point it at a specific person, list the documents you need from them, and set a due date. They know exactly what to upload and by when, and it all goes straight into the data room.

No more keeping the to-do list in your head or scattered across emails - it lives where the work actually happens.

Hand off the upload chase

Assign tasks with a due date and the exact docs you need - straight into the data room.

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Author

Internal team behind the product.

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