Building Your Folder Structure with the Folder Wizard

The Folder Wizard is a dynamic and user-friendly tool that helps you set up your initial folder structure in the data room, using either one of our templates or starting from scratch.

Creating a Folder Structure

When you open a new data room, you'll be guided through creating a folder structure:

Using Templates for Folder Structure

We offer five ready-made templates built on best practices based on the usage of our data rooms.

1. Selecting a Template: Choose a template that suits your project needs.
2. Customizing the Template: Easily adjust the structure by moving, adding, deleting, or renaming folders.

If you need guidance, we have included an information panel within the wizard to help you navigate the process.

Finalizing Your Folder Structure

Once you've customized your folder structure, you can choose to index the folders. Indexing helps maintain order, facilitates easy navigation, and provides better references.

Completing the Setup

In the final step, your new folder structure will be added to your portal:

- Ready to Use: Your folder structure is now set up in the data room, and you can start uploading documents immediately.