Articles on: Getting Started/Set up

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.

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

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