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.
Folder structure based on information request list
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 support@virtualvaults.com. 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:
Upload a complete folder structure with documents
Have you gathered most or all documents in a folder structure offline? You can upload your folders at once! Visit Upload a complete folder structure to learn all you need to know to perform this action.
Create folder structure in the Vault
You can create a folder structure from scratch in the Vault. Visit Add new folders and Upload new documents to learn how to perform these actions.