Setting up Document Request Structures

Preparing a virtual data room (VDR) involves organizing large volumes of deal information and coordinating document requests across multiple stakeholders. The process often begins with an Excel-based document request list (DRL) that must be converted into a structured data room. DealCentre AI simplifies this process by letting teams import DRLs directly from Excel, automatically creating the corresponding folder structure and individual requests. Teams can assign requests to relevant contributors and track their progress, while uploaded documents automatically populate the designated folders.