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Project integrations and files

Connect data sources and view files within a project

Written by Paul Gaston GOURON

The Information Request List (IRL) view allows you to organise, manage, and review all information requests for a project. This article explains how to navigate the IRL, work with its tabs, and use the updated management menus.

Overview of the IRL view

Navigate to the Documents section of your project and select the IRL tab. The sidebar displays all defined IRL "areas," each grouping relevant document types. You can expand or collapse areas to see the included document types.

Click an area name (without expanding) to open the area overview table. This table displays all document types in that area with details such as status, reviewers, external references, and associated risks.

Clicking a row drills into a particular document type. Click the risks bar to open the Matrix tab for that type.

At the top of the area overview, use the Manage area dropdown (now with a layers icon) to edit the area name, assign reviewers to the whole area, or delete the area (when it has no document types left to move).

Managing your IRL

Open the Manage IRL menu from the (three dots) button in the toolbar above the sidebar. This button shows a Manage IRL tooltip when hovered. From this menu you can:

  • Create a new document type or area

  • Import an IRL from another data room

  • Export your IRL to Excel

When viewing a document type, use the Manage document type dropdown in the header to edit the type, assign reviewers, mark it in or out of scope, update gap (complete/incomplete) status, or delete the type.

For advanced document type management (add properties, write descriptions for the AI, or remove types), see Managing your Information Request List.

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