Create a folder structure
How to create a folder structure?
With a good folder structure you have a clear data room from the start. Use one of these options to get started with your Vault.
Do you have a questionnaire and you want to convert it into a folder structure? Our Customer Success team can do this for you!
Send an excel sheet with all folder and subfolder names to firstname.lastname@example.org. Please keep in mind the following guidelines:
- Unique index numbers, separated by dots
- Index number in column A, folder title in column B
- Subsequent numbering
- Short folder titles
- Optionally, use column C to include each folder and subfolder's description. The description will be shown in the details pane.
See example below: