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 email@example.com. Please keep in mind the following guidelines:
Unique index numbers, separated by dots
Index number in 1 column, folder title in 1 column
Short folder titles
Optionally, add a third column to include each folder and subfolder's description. The description will be shown in the details pane. See example below: