Can I import a folder structure from Excel?
Importing a folder structure from Excel is only available if you're an admin. If you are starting with a blank room, we suggest importing this way.
Go to your Settings > Room template and select Download template example. Format the list of folders following the formatting in the template. The first tab "_folders" will be for your Data Room structure.
Formatting Folders and Subfolders
- Create folders by adding a "/" in front of the title of your folder.
- Add a subfolder by stating the parent folder and then adding a "/" after with the title of the subfolder.
Other examples:
/Finance
/Finance/Accounting
/Finance/Operations
- Accounting and Operations are subfolders of the Finance folder.
Once you have the formatting, go to Settings > Room template again and click Choose file to upload your correctly formatted template.
If you have any questions or concerns, please reach out to our support team!
Updated on: 19/01/2024
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