97 lines
3.8 KiB
Markdown
97 lines
3.8 KiB
Markdown
# Misha's Feature Requests — 2026-02-24
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## 1. Dashboard
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### a. Overview Buckets (top)
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- **Keep:** Active Rooms
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- **Replace other buckets with:**
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- Prospect
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- Internal
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- Initial Marketing
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- IOI
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- LOI
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## 2. Creating a New Room (modal/popup)
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### a. Industry Selection
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- Pre-populated list of standard industries (user can scroll or type to filter)
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- Ability to add custom/internal-to-firm industries as a new category in the dropdown
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### b. Stage Categories
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- Prospect
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- Internal
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- Initial Marketing
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- IOI
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- LOI
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- Closed
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### c. Folder Structure
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- **Remove from this popup** — set up after initial dataroom is created
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### d. Internal Deal Team (was "Initial Team")
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- Rename field to "Internal Deal Team"
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- Email tag input: user types email → becomes a tag/chip object → can type next email
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- Auto-suggest contacts from the firm as user types (match against existing firm users)
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- Click suggestion to add without typing full email
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### e. Replace "Create Dataroom" button with "Add Users" button
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- This button advances to the next screen (user permissions setup)
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#### Add Users Screen:
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1. **Create groups with roles:**
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- Administrator — same permissions as creator
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- Contributor — can upload documents
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- Viewer (no downloads) — can only view with watermark, cannot download
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- Viewer (downloads w/ watermark) — can view and download with watermark
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- Viewer (downloads no watermark) — full view and download, no restrictions
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2. **Folder/document visibility per group:**
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- Checkbox tree next to each folder/document
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- Creator selects which folders/docs each group can see
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### f. After "Add Users" → "Folder Structure" button (bottom right has Back + Folder Structure)
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#### Folder Structure Screen — Two Paths:
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**Path 1: Upload Request List (Excel)**
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- User uploads an Excel file
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- System auto-generates folder structure from it
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- User can edit the generated structure before finalizing
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- System helps user fix/re-map if Excel format is not recognized correctly
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**Path 2: Build Own Folder Structure**
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- User manually creates folders
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- Once built, user can **save the structure under a name** for reuse in future datarooms
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- All folder structures are editable after dataroom creation (in the dataroom view)
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## 3. Deal Rooms — Within Each Deal
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### a. Document Side
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1. **Edit deal info** — ability to modify the deal info that was entered during creation
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2. **Drag-to-reorder folders** — grab and drag to change priority order; also right-click → move up/move down
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3. **Context-aware folder pre-selection on upload:**
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- If user clicked into a folder and then clicks "Upload Document", the folder selector should pre-select that folder
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- User can still change it manually
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4. **Drag-and-drop file upload:**
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- Upload modal should support drag-and-drop in addition to file picker
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- Clicking into a folder: if user has upload permission, they can drag-and-drop files directly into the folder view (no need to click "Upload Document" button)
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### b. Request List Side
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1. **Upload a request/diligence list:**
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- User gets choice: convert folder structure to match the request list, OR keep original folder structure
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- Show a preview of what the new folder structure would look like before user decides
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2. **Auto-assign existing files to requests:**
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- If files already exist in the dataroom when a request list is uploaded, offer to auto-assign existing files to matching request line items
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- User reviews and corrects assignments before confirming
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3. **Request list targeting:**
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- When uploading, user selects: all groups OR a specific group
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- Support multiple request list uploads:
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- Options: replace existing list, add to existing list, or create a group-specific list
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- One main request list for all groups + separate group-specific lists can coexist
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