[{"data":1,"prerenderedAt":209},["ShallowReactive",2],{"guide:\u002Finternal\u002Fdata-room\u002Fworkspace-and-dataroom":3,"related:\u002Finternal\u002Fdata-room\u002Fworkspace-and-dataroom":204},{"id":4,"title":5,"audience":6,"body":7,"canonical_url":178,"collection":179,"description":180,"extension":181,"feature_flags":182,"is_draft_preview":183,"legends":184,"meta":189,"navigation":190,"order":171,"path":191,"reading_minutes":192,"related":193,"seo":196,"slug":197,"status":198,"stem":199,"tour_ids":200,"type":201,"updated_at":202,"__hash__":203},"guides\u002Finternal\u002Fdata-room\u002Fworkspace-and-dataroom.md","Workspace and Dataroom","internal",{"type":8,"value":9,"toc":169},"minimark",[10,27,32,77,85,89,92,96,130,134,149,153],[11,12,13,14,18,19,22,23,26],"p",{},"Every project's ",[15,16,17],"strong",{},"Files"," page has two tabs, and the difference between them is the one idea everything else builds on. The ",[15,20,21],{},"Workspace"," is where uploads land and where your team works. The ",[15,24,25],{},"Dataroom"," is the numbered index buyers navigate. A document lives in the Workspace from the moment it is uploaded, and appears in the Dataroom only when someone places it there.",[28,29,31],"h2",{"id":30},"essential-concepts","Essential concepts",[33,34,35,42,65,71],"ul",{},[36,37,38,41],"li",{},[15,39,40],{},"Workspace."," Your team's working area. Every upload is kept here in its original form, in whatever folders it arrived in, and nothing here is visible to external users. Think of it as the drive you sort from.",[36,43,44,47,48,52,53,56,57,60,61,64],{},[15,45,46],{},"Dataroom."," The curated, numbered structure: sections such as ",[49,50,51],"em",{},"1 Corporate & Governance",", folders inside them, and placeholders for the documents each folder expects. This is what a buyer group sees, filtered by the folders it has been granted. Its state chip reads ",[15,54,55],{},"Preparation",", ",[15,58,59],{},"Published"," or ",[15,62,63],{},"Locked",".",[36,66,67,70],{},[15,68,69],{},"Placing."," Mapping a Workspace file onto a folder or placeholder in the Dataroom. The upload stays where it is; the Dataroom shows the file under the placeholder's name with its own index number. A file can be placed by hand, or the AI can propose the slot for review.",[36,72,73,76],{},[15,74,75],{},"Both tabs, one file."," A placed document appears in both tabs. That is not a second copy and it does not widen access: buyers only ever see the Dataroom, and only the folders their group holds a role on.",[11,78,79],{},[80,81],"img",{"alt":82,"src":83,"title":84},"The Files page with the Workspace and Dataroom tabs","\u002Fmedia\u002Fworkspace-and-dataroom\u002Ftwo-tabs.png","Uploads land on the left tab; buyers only ever see the right one.",[28,86,88],{"id":87},"why-the-split-exists","Why the split exists",[11,90,91],{},"Uploads are messy: a folder from a client's drive, three checklists from advisers, a batch of scanned statements. The Workspace lets all of that arrive without decisions. The Dataroom lets you build the structure buyers expect, name documents the way readers should see them, and share only what is ready, while the originals remain traceable in the Workspace. It also means you can upload late documents at any time, including after publication, and decide separately when they enter the index.",[28,93,95],{"id":94},"what-this-means-day-to-day","What this means day to day",[33,97,98,105,113,127],{},[36,99,100,101,104],{},"Upload first, organise second. A first upload can go to the ",[15,102,103],{},"Workspace only","; nothing is shared by it.",[36,106,107,108,64],{},"Sharing decisions are taken on the Dataroom side, per folder and per external group; see ",[109,110,112],"a",{"href":111},"\u002Finternal\u002Fdata-room\u002Finvite-buyers-to-a-data-room","Invite buyers to a data room",[36,114,115,116,119,120,123,124,64],{},"The ",[15,117,118],{},"Index"," column in the Workspace shows where a file sits in the Dataroom, or stays empty while it is unplaced; the ",[15,121,122],{},"Workspace filter"," can show only files ",[15,125,126],{},"Not in Index",[36,128,129],{},"Renaming a file in the Dataroom changes the name buyers read; the original filename stays visible in the Workspace.",[28,131,133],{"id":132},"availability-and-limitations","Availability and limitations",[33,135,136,146],{},[36,137,138,139,141,142,64],{},"The Dataroom changes freely in ",[15,140,55],{},". After publication, files, folders and placeholders can still be added and moved, and files are retracted rather than deleted; a retracted document can then be deleted from the Workspace. After locking nothing changes. See ",[109,143,145],{"href":144},"\u002Finternal\u002Fdata-room\u002Fhow-data-room-publication-works","The data room lifecycle",[36,147,148],{},"A colleague given access to a single document in the Dataroom also sees that document in the Workspace tab of the internal app. This is expected: the Workspace is the internal view of the same file. External groups invited through the Deal Portal never see the Workspace at all.",[28,150,152],{"id":151},"next-actions","Next actions",[33,154,155,162],{},[36,156,157,161],{},[109,158,160],{"href":159},"\u002Finternal\u002Fdata-room\u002Fupload-documents","Upload documents"," puts files into the Workspace.",[36,163,164,168],{},[109,165,167],{"href":166},"\u002Finternal\u002Fdata-room\u002Fhow-the-dataroom-index-works","How the Dataroom index works"," explains folders, placeholders and numbering.",{"title":170,"searchDepth":171,"depth":171,"links":172},"",2,[173,174,175,176,177],{"id":30,"depth":171,"text":31},{"id":87,"depth":171,"text":88},{"id":94,"depth":171,"text":95},{"id":132,"depth":171,"text":133},{"id":151,"depth":171,"text":152},"https:\u002F\u002Fdocs.vdr.valutico.dev\u002Finternal\u002Fdata-room\u002Fworkspace-and-dataroom","data-room","The two places a document can be, why both exist, and what each one means for what buyers see.","md",[],false,{"two-tabs":185},[186,187,188],"Workspace tab","Dataroom tab","Index column",{},true,"\u002Finternal\u002Fdata-room\u002Fworkspace-and-dataroom",3,[194,195],"how-the-dataroom-index-works","invite-buyers-to-a-data-room",{"title":5,"description":180},"workspace-and-dataroom","published","internal\u002Fdata-room\u002Fworkspace-and-dataroom",[179],"feature","2026-09-29T13:21:45+02:00","TD-Mq_YvI7HZRDEJw89B0W0eS3uAZkIgSQe0_z0Yh2I",[205,207],{"title":167,"description":206,"path":166,"audience":6,"slug":194},"Folders, placeholders, index numbers and mapped files: the model behind the Dataroom, and every control that shapes it.",{"title":112,"description":208,"path":111,"audience":6,"slug":195},"Create an external group, add the buyers, choose which folders they can see, and send the invitations by publishing the data room.",1790706827253]