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.
💡 Learn more about available Q&A roles.
To import questions:
Click Import on the top panel.
For Answer coordinator – Import questions on behalf of and select the question team.
Click the Get template button in the newly opened tab.
💡 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 150 symbols.
Add a question text of up to 5000 symbols.
Select the question priority from the drop-down values: High, Medium, Low. (This step is optional.)
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 tab in a data room and click +Choose file.
Navigate to the previously saved template on your computer and select it. (You can also drag and drop the file directly into the upload area.)
Once the file is uploaded, you can review all questions in a new tab, make edits, and fix any issues directly on the screen. If any questions are filled out incorrectly, they’ll be highlighted in red and won’t be imported until the errors are resolved.
At the bottom of the screen, you’ll see a summary showing how many questions will be imported and how many will be skipped due to errors.
You can also filter the list by:
All questions
Errors
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.
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.