Data Room Index

The data room index provides an easy-to-access list of all the documents in your workspace. When enabled, all the users of your workspace will have access to the information on your index page.

Data Room Index - Gen4
Data Room Index - Gen3

Data Room Index - Gen 4

1. To begin, click on Manage Workspace.
   
   
   
   
2. Next, click on Reports, then select Data Room Index.
   
   
   
   
3. Click Run Report.
   
   
   
   
4. Tick Use document view sort order, then click Run report.
   
   
   
   
5. Users can download the Data Room Index as a CSV, PDF, or Word document.
   
   
   
   
6. Lastly, click Download Report.
   
   

Data Room Index - Gen 3

1. To begin, click on Reports and click on Data Room Index.

   
   

2. Tick Use document view order and click on Run report.
   
   
3. Users can download the data room index as a CSV, PDF or Word document.