The Documents tab within the Project settings enables project administrators to configure document-related preferences for their projects. This includes managing how documents and folders are indexed and ordered. Here's a breakdown of what you can do and how to get started.
Overview of the Documents tab
The Documents tab is designed for customizing project-specific document management settings. Key features include:
Automatic document indexing: Control whether files and folders are indexed numerically or sorted alphabetically.
Configuration flexibility: Settings adjusted here are specific to the project but can inherit defaults from the Corporate Account settings. To learn more about account-wide configurations, visit the Corporate Account settings page.
Important: Only project administrators can modify these settings.
Automatic document indexing
What is automatic document indexing?
Automatic indexing determines how uploaded folders and documents are structured in your project:
When enabled:
Folders and documents are assigned sequential numbers automatically.
Files can be reordered by manually editing their index or by dragging and dropping them.
When disabled:
Folders and documents are sorted alphabetically by default (0–9, A–Z).
Reordering within the structure is not possible.
How to change indexing settings
Follow these steps to enable or disable automatic document indexing:
Access the Documents tab in the Project settings.
Locate the toggle next to Automatic document indexing.
Turn the toggle on or off based on your preference:
Confirmation message: A dialog box will confirm the action.
Note: If you disable automatic indexing and later re-enable it, the original order of files and folders will be restored.