Complicated directory structures and filenames can be challenging to navigate or locate in a search. Automatic Indexing sequentially adds numerical indexes to every folder and file in your Data Room, adding simple reference points to complex Data Room structures for easier use in due diligence.
Automatic Indexing is enabled by default for any Data Room set to Data Room Mode. Automatic
Indexing is disabled whenever a Data Room is reset to Secure File Storage Mode.
As you upload, delete, and reorder your files, the index will automatically be updated. Only Collaborators and above can reorder the index to ensure security/consistency for due diligence.
Reordering the Index
A Reorder button will be available in the Data Room toolbar if that Data Room has been set to Data Room Mode.
The index can be reordered at any time by clicking the Reorder button, dragging and dropping any folder/file to a desired position, then clicking Done.
Disabling Automatic Indexing
As mentioned, Automatic Indexing is enabled by default in all SRS Acquiom Data Rooms; however, Automatic Indexing can be disabled manually in Data Room Settings.
In the Views section of Data Room Settings, uncheck Enable Automatic Indexing. The Default Sort option will unlock and switch back to Alphabetical.