Applies to: Advisors
Document indexing, which is disabled by default, allows you to have a table of contents that can easily be navigated to locate files. Files and folders are reindexed in real time when the file order is altered. A new column for the index number is added to the grid. Note that for existing users, the index column may be added to the far right of the grid. To move the column, click in the column header and drag it to the desired location.
The index in the Diligence area corresponds with the index in the Preparation area. As a best practice to avoid users seeing a gap in indexing, it is recommended that folders and files that are not shared be organized at the bottom of the Preparation folder structure.
The Internal document area has its own index starting at 1.0.
Important! Do not add files to the root index structure. If you do, the files will be numbered according to where they are placed in the structure. For example, if you have folder 1.0 and folder 3.0 and there is a file inbetween the folders, the file will be numbered 2.0.
How to enable document indexing
Document indexing is disabled by default. It can be enabled/disabled at any time. If an index is reenabled, index numbers are applied to all existing folders and files, not just new uploads.
- From within the deal, click Settings.
- Select Document Area, then enable the Display File and Folder Index Numbers setting.