Importing folder structures allows you to quickly establish a structured data room layout. You can either recreate an existing folder hierarchy using a ZIP file, or generate a new structure using an Excel template.
This article covers structure imports only. For uploading individual documents or managing folders manually, see Managing documents and folders.
Note: To upload files or folders, you must have Upload permission on the data room or relevant folder.
Import a ZIP file (recreate an existing structure)
If you have an existing structured document set, you can upload it as a ZIP file to recreate the folder hierarchy in your data room.
When the ZIP file is processed:
The entire folder structure is recreated
Files are placed into their corresponding folders
If numbering is enabled, it is applied automatically based on the resulting structure
Tip: This is the fastest way to replicate an existing transaction folder set inside Legatics
How to import a ZIP file:
Navigate to the desired location (root or specific folder)
Click Upload in the navigation bar
Select ZIP file
Choose the source (My computer or DMS)
Select the ZIP file
Confirm the upload
The 2GB limit applies per individual file within the ZIP, not to the ZIP file itself.
Import an Excel folder structure
You can import an Excel file to generate a structured folder hierarchy without uploading documents.
When importing from Excel:
Folders listed in the spreadsheet are created.
The numbering determines the hierarchy and position of folders and subfolders.
No files are created during this process, only folders.
This method is useful when you want to define your data room structure before uploading content.
How to import an Excel folder structure:
Navigate to the desired location (root or specific folder)
Click Upload in the navigation bar
Select Excel folder structure
Choose the source (My computer or DMS)
Select the Excel file
Confirm the upload
Excel template requirements
To ensure a successful import, your Excel file must:
Contain only two columns:
Number
Folder Name
Use sequential numbering.
Contain numbers only in the Number column (no letters).
Avoid merged cells.
Note: If the format does not meet these requirements, the import will fail.
After importing a structure
Once the folder hierarchy is created:
You can upload documents into the new folders.
You can reorder folders using drag and drop.
Permissions can be applied at data room, folder or file level.
For guidance on uploading documents, renaming, deleting or reorganising content, see Managing documents and folders.