This Q&A functionality is available in the data rooms created after September 8, 2022 according to the subscription plan.
The import feature allows adding multiple questions at once instead of posting them one by one. This option can be helpful if the question side already has a set of prepared questions they would like to ask.
Bulk import of questions is available to question drafters, question submitters, and answer coordinators on behalf of any question team. To import questions:
Click on the three dots menu and select Import questions.
For Answer coordinator – Import questions on behalf of and select the question team.
Click the Download template button in the newly opened window.
Note: question submitters have the option to choose whether to propose (draft) or submit questions. Question drafters can only propose, and answer coordinators can only submit questions by default.
Fill out the downloaded Excel file according to the requirements:
Add a question subject of up to 100 symbols.
Add a question text of up to 5000 symbols.
Select the question priority from the drop-down values: High, Medium, Low.
Select the question category from the drop-down values (available if categories were enabled in the Q&A settings).
Save the filled-out template.
Go back to the import window in a data room and click Choose file.
Navigate to the previously saved template on your computer and select it.
All questions added to the template will be automatically drafted or submitted, depending on the author's role and selected option.
If any field is entered incorrectly, you will see a corresponding error message specifying what needs to be fixed for a successful import.
Please keep in mind that only the default Excel template can be used for importing questions. Any other format or differently filled-out spreadsheets will not be accepted by the system.
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