To build a folder structure within the data collection, you can choose to import an Excel template.
If you frequently work on similar projects or deals, using an Excel template can save you hours of manual folder creation. Instead of building the same structure repeatedly, you can define in once in an Excel file, upload it and save it as an Organization template for future projects. The system will automatically create all of your folders and subfolders for you.
To import a new template to your Workspace, use the following steps:
1. Click on Import Excel Template.
2. The following screen will appear:
Download our template.
3. Open the template file and paste the questions from your own Excel sheet into the template. Make sure you fill the columns: Index, Title and Description. Keep the upload criteria in mind to prevent errors when uploading your template. Once you are done, save and close the file.
4. Upload your completed template to your Workspace. Simply drag and drop the file, or browse your computer to select it.
5. Check the file. After uploading, the system will display a preview of the first five rows. If everything looks correct, you can choose to save this template for future use across your Organization by selecting the Save as organization template checkbox.
By default, the Workspace Requests option is enabled. When this checkbox is selected, requests will automatically be created based on the lowest-level folders or index items.
6. Click on Import to finalize the action.