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. This is useful when PDF or Word documents have been used for the questionnaire.
1. Select Download our template
2. Open the template file and paste the questions from your own document 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.
3. Upload your completed template to the Import your request list option. Simply drag and drop the file, or browse your computer to select it.
4. Review the preview of your folder structure, then select Continue.
Please note: 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.
5. Enter a name for your Data Collection and set the Team access. If you'd like to reuse this structure for future projects, tick Save the request list to my organization for future projects.
6. Click on Create collection to finalize the action.