The Assignments page lets you assign specific team members to review particular areas and document types within a data room. This helps coordinate who is responsible for what across a large deal. To get there, go to Settings > M&A data rooms, select a data room, and open the Assignments tab.

A data room is organized into areas (broad topic groups like Corporate, HR, or Real Estate) and each area contains document types. You can assign one or more reviewers at both the area level and the document type level.

Assignments are visible to all members of the data room and are used to distribute review work across your team.

The Assignments page shows all areas in the data room as rows. For each area:

To assign reviewers at a more granular level, expand an area row to see the individual document types within it. Each document type has its own assignee field.

If your data room has many areas, use the Filter areas control to show only the areas you want to work with.

When an area row is expanded, each document type shows a progress indicator with the number of documents reviewed, provided, and total. This gives you a quick overview of how the review is progressing.

Only organization members who have been added to the data room with an appropriate role (Deal Responsible, Contributor, or Domain Contributor for the relevant area) can be assigned. External collaborators with Report Viewer access cannot be assigned.

Access to the Assignments tab requires the assignment.read permission, which is separate from general data room settings access. If you cannot see the Assignments tab, contact your organization admin.

If you need additional help with assignments or encounter any other problem, don't hesitate to reach out to us through the chat bubble in the bottom right or contact [email protected].