Index View

Overview

Index View is a tool that allows the user to quickly view and organize all folders and documents in a room.

Getting There

This tool can be accessed by clicking on "Launch Index View" from the following places:

• From My Rooms, right clicking on the room
• In the Room, under Tools menu

All Users can access Index View but access users will be able to move, delete, rename or download folder and files according to the permissions granted.

What can be done in Index View?

Index View tool displays 2 panels, in each of them, the folder structure and files of the room are shown.

The viewer is also shown on the right side.

By default, only folders are shown.  In order to display the files, the option "Show Files" has to be checked.

Actions on Folders

The following actions can be performed on the folders:

• New Folder
• Delete
• Rename
• Download 
• Export Report (to PDF or Excel)
• Move: folders can be moved within the same panel or from one panel to another by using drag and drop.  When moving a folder, as shown below, a grey arrow is displayed on the left side of the destination folder.

Actions on Files

The following actions can be performed on Files:

• Download
• Export Report (to PDF or Excel)
• Move: files can be moved or copied within the same panel or from one panel to another by using drag and drop.  A grey arrow will be displayed on the left of the destination folder.