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.
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.
Note: The Export this room button on Settings > Room template will export the structure of this room into the correct format
If you have any questions or concerns, please reach out to our support team!
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.
Note: The Export this room button on Settings > Room template will export the structure of this room into the correct format
If you have any questions or concerns, please reach out to our support team!
Updated on: 19/01/2024
Thank you!