An index or directory is a list of every document and folder in the data room. It can be produced for the entire project or at the folder level.
The index may be printed to PDF or exported to Excel.
Index for the entire project
- In the Documents tab, on the left-hand side, click the Document Sharing or Due Diligence heading.
- From the middle pane, click Export > Export Index for the Excel listing or Print > Print Index for the printed listing.
Note: Your project may show “Directory” instead of "Index" based on your project type, or another term depending on your project's custom terminology settings.
Index for a folder
- In the Documents tab, click the folder for which you want to run the listing.
- From the middle pane, click Export > Export Index for the Excel listing or Print > Print Index for the printed listing.
Related Resources
- Log in & view documents
- Reviewing documents efficiently
- Using search
- Using filters & quick view
- Bulk download documents