Safelink Apps and Features
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      2. Safelink Apps and Features

      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 Reports and click on Data Room Index.

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      2. Tick Use document view sort order and click on Run report.

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      3. Users can download the data room index as a CSV, PDF or Word document.

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      Data Room Index - Gen 3

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

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      2. Tick Use document view order and click on Run report.

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      3. Users can download the data room index as a CSV, PDF or Word document.

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      The Data Room Index Report is available by default to all workspace managers. The Data Room Index app is needed to make this report available to all users.