Generate Folder Structure lets you create folders and sub-folders in bulk by uploading a completed Excel template, instead of adding them one by one. Only Administrators and Publishers can use this feature.
Step-by-step guide
Step 1: Log in to Ansarada
Log in at os.ansarada.com and locate your Data Room project.
Step 2: Locate the relevant Data Room
Click on the Data Room you'd like to log in to.
Step 3: Navigate to Documents
In the left menu, under Manage, select Documents.
Step 4: Choose how you'd like to start setting up the index
If your Document index is empty, select From folder structure. If it already has files, select Add, then Import folder structure.
Step 5: Download and complete the template
Select Download excel template, then fill in the Number and Folder Name columns with the folders and sub-folders you want to create.
Important about this step: The Excel file must only contain the Number and Folder Name columns, with no merged cells. Use double-digit numbering (01, not 1) so folders sort and nest correctly, especially once you get past folder 9. Numbers can only contain digits and full stops, no letters. Folder Name can't contain forward slashes (/).
Step 5: Upload your file
Back in the Data Room, select Browse to upload your completed Excel file.
Step 6: Import the folder structure
Once a file is selected, the Import button turns green. Select it to import the structure into your Data Room.
Important about this step: If the import spinner keeps spinning and never finishes, copy your data into a brand new Excel file and paste it as values only, then try importing again. This usually resolves import issues caused by hidden formatting or formulas carried over from another file.
Step 7: Enable the new folders
The folders and sub-folders are uploaded as disabled. Enable them so they show on the Document index.
FAQs
Will this replace my existing folder structure?
Will this replace my existing folder structure?
No. It won't replace any pre-existing folder structure, even if the index numbers match. It only adds what's in your template to the Room.
Can I change folder numbers after importing?
Can I change folder numbers after importing?
Yes. Administrators and Publishers can renumber documents once the structure has been created.
Why does the import keep spinning without finishing?
Why does the import keep spinning without finishing?
This is usually caused by hidden formatting or formulas carried over from another Excel file. Copy your Number and Folder Name data into a brand new Excel file, paste it as values only, then try the import again.