Why does a document from Masthead or Margin wait in the Inbox?
So that a person decides what goes into your data room. The first document of each kind waits on Documents, under Inbox, with the folder where that kind goes already chosen. Nobody outside your team sees it there. For each one:
- File puts it in the folder chosen, or another you pick. File all files everything that has a folder.
- File as a new version shows instead when it's a newer copy of a document you've filed.
- Download lets you look first, and Delete drops it.
Once filed, it's in that folder like any other document: everyone who can open the folder can see it. Investors aren't emailed about it unless you tell them. Everyone on your team who gets Access and file requests emails gets a note when a document arrives.
Anyone on your team can file. Later documents of the same kind wait too, until you keep it updated.
