How to generate an index of files?

You can generate a complete and time-stamped list of files and folders that are in the Documents area by clicking on Options, then the format of index you want to export at the top right of the Documents page.

This makes possible to attach the index to a contract as part of an audit, for example.

The files index is available in PDF and Excel formats.

By selecting the PDF format, the file will open in a new tab while the Excel file will download.

 Guests can also generate an index file containing the list of folders and files they have access to.     

How to share an index by email?

Step 1: On the Documents page, click on Options then Share index by email

Step 2: Select the format (Excel or PDF) and the recipients. Click on share to confirm

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