Use case
Turning an Excel or CSV index into folders
Download the CSV, open it in Excel or Google Sheets, customise the rows, then upload the finished index to Data Room Builder. The columns are intentionally simple: Level 1, Level 2, Level 3 and Notes.
| Level 1 | Level 2 | Level 3 | Notes |
|---|---|---|---|
| 01 Corporate | 01.01 Governance | Board minutes | Use numbering in names or separate index column |
| 02 Financial | 02.01 Historical financials | FY2024 | Repeat year folders where needed |
| 03 Legal | 03.01 Material contracts | Customers | Use consistent plural folder names |
| 04 Commercial | 04.01 Customers | Revenue by customer | Add file owner/status in separate columns if needed |
| 05 HR | 05.01 Employees | Census | Remove sensitive personal data unless required |
| 06 Tax | 06.01 Filings | Corporate tax | Add jurisdiction as level 4 if needed |
Implementation tips
- Use one row per folder path; do not merge cells in the upload version.
- Keep folder labels short and descriptive so exported paths remain readable.
- Use separate notes/status columns rather than adding instructions into folder names.
FAQs
Can Data Room Builder use CSV instead of Excel?
Yes. CSV is often the simplest format for a clean folder index because each row maps to a folder path.
How should I number folders?
Use two-digit numbering at each level, for example 01, 01.01 and 01.01.01, so ordering remains stable.