ℹ️ This feature is only accessible to Administrators and Publishers.
Admins can quickly rename and renumber the document index using the bulk edit tool, which clears up the time spent on administrative tasks.
How to Bulk edit Document Index
Step 1: Log in to the Ansarada Data Room
Log in at dash.ansarada.com
Step 2: Locate the Bulk Edit tool
Go to "Manage Documents," select "Actions" then click on "Bulk Edit"
Step 3: Document preparation
Follow the on-screen instructions to download the Excel version of the index.
Open the Excel file and make edits to the cells in Column C (Number) or Column D (Name).
Save the file
When you’re ready, click Next to upload the updated Excel file.
Step 4: Review and finalise edits
Drag and drop the updated Excel file, or select the appropriate file to upload.
Click Next to review the modifications.
If you are satisfied with the review, click Next to finalise the edits.
Click the Bulk Edit button to apply the changes.
FAQs
Can I undo the bulk edits?
Can I undo the bulk edits?
Bulk edits cannot be undone with a single click. We recommend downloading the latest Excel export of your index. This provides a snapshot of how things looked before the changes were made. It’s useful if you need to undo or compare changes later.
What is the best practice when performing a bulk edit?
What is the best practice when performing a bulk edit?
If you have a very large room with thousands of documents, we recommend performing the bulk edit in batches.
How do I edit individual documents?
How do I edit individual documents?
If you are updating just a few items, refer to the Rename Deal Room files or folders online help page.
I have bulk edited the numbering, but the documents or folders are still in the same location?
I have bulk edited the numbering, but the documents or folders are still in the same location?
Using the bulk edit tool to renumber the index will not automatically move the documents into the correct folders. You will need to manually move each folder and document to the desired location.