Use Mass rename to change the titles and descriptions of multiple folders and documents in one action, instead of editing each folder or document individually. The feature allows you to download an Excel template, to edit it offline and upload it back to the Data Room.
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1. In your Data Room, go to the Documents section and click Mass rename in the toolbar. |
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2. Click Download template. This file contains the index of your Data Room, or the index of the folder you have selected. |
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3. Open the downloaded template in Excel. Enter the new names for the folders and/or documents in the "NEW TITLE" column. If you would like to rename the description of folders, use the column "NEW DESCRIPTION". It is also possible to perform a 'find and replace' action. Press Ctrl+H to initiate the search. Note: The cells in NEW TITLE and NEW DESCRIPTION column that remain blank, will not be renamed.
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4. Once you're done, save the Excel sheet and upload the template back to the Data Room using the file drop area. After this click Check file to process the file, see the results and follow the instructions. When the imported sheet is not accepted, amend the rows that caused the error or download a new template. |
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5. When the imported sheet is accepted, click Start mass rename. The document and folder names will be edited. |