Info notes in a data room
Use the Info tab for short text facts with a heading and optional text — instead of uploading a PDF for a few lines. All participants see the notes, and you can edit or delete them.
Some facts don't deserve a whole document. "Heating system replaced 2024" or "Roof renovation planned for spring" is a one-line fact — not worth a PDF. The Info tab in the data room lets you write that kind of short note directly, so participants can read it without opening a file.
An info note has a heading (required) and optional text. All participants in the room see the notes — both your team and the guests you have invited.
The data room is an add-on module. Only your team (participants who can manage the room) can create and edit info notes. Guests see the notes but cannot change them.
1Open the Info tab
Open the data room under Data room and select the Info tab. This is where all the room's info notes live. If there are none yet, you'll see No info yet with a hint to write short facts instead of uploading a PDF for a few lines.
2Add an info note
Click Add info. Fill in the fields in the dialog:
e.g. Heating system replaced 2024 Elaborate on the information… Save
- Heading — the line participants see first, e.g. Heating system replaced 2024. Required, up to 200 characters.
- Text (optional) — elaborate if there's more to say. Leave it blank when the heading says it all.
Click Save — you get a confirmation that the info was saved, and the note appears in the list with your name and the date.
Keep headings short and concrete. One note per topic is easier to skim than a single long note that mixes several matters together.
3Edit or delete a note
Each note has two actions, as long as you can manage the room:
- Edit reopens the note so you can change the heading or text. Once a note has been changed, edited {date} shows beneath it, so participants can tell it was updated.
- Delete removes the note. You confirm with Delete "{heading}"? — and the text reminds you that the information is removed from the data room for all participants.
If the data room is archived, the content is read-only. Notes can still be read, but not added, edited or deleted.
When a note beats a document
Use an info note for short matters that would otherwise become a mini-PDF: a completed renovation, a planned activity, a piece of context for a figure. If the information needs drawings, certificates or several pages of text to back it up, it belongs as a document on the Files tab — ideally with a short note pointing to it.