Applies to: Deal Administrators
Document indexing helps you organize and locate files. By default, indexing is disabled. When you enable it, each file and folder is assigned a number, which functions like a table of contents. A new Index column appears in the file grid. For existing users, this column may appear on the far right. You can move the column by dragging the column header to a new location. Files and folders are automatically reindexed in real time whenever their order changes.
The index in the Diligence area matches the index in the Preparation area. To avoid gaps in numbering, unshared files and folders are placed at the bottom of the Preparation folder structure.
The Internal document area has its own index, which starts at 1.0.
Important! Files added at the root level are numbered according to their position. Avoid adding files directly to the root structure unless necessary. Root-level files may shift numbering within the structure. For example, if folder 1.0 and folder 3.0 exist, and you add a file between them, the new file will be numbered 2.0.
How to enable document indexing
Document indexing is disabled by default. You can enable or disable it at any time. When re-enabled, index numbers are applied to all existing folders and files, not only new uploads.
- From within the deal, click the Settings
icon on the left pane.
- Select Documents.
- Turn on Display File and Folder Index Numbers.