I can't change the automatic numbering on my folders

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Symptom

After changing the automatic numbering setting for folders in the Settings tab, the change has not affected the folders currently in the data room.

Cause

Changing the numbering setting in the Settings tab will affect all folders (new and old), unless the numbering setting and schema were changed within specific folders, in which case it would not apply to those specific folders.

Solutionannotated edit details documents.png

To change the numbering settings on your current folders:

  1. Go to the Documents tab
  2. Right-click on the directory (top-level folder) you'd like to change and choose Edit Details 
  3. Change the numbering setting and schema to your liking or click the tiny hyperlink "Reset to Deal Default", then click Save.

annotated edit details window.png

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