Skip to main content
All CollectionsDocument Management
Create a file/folder index
Create a file/folder index

A workspace report that creates an exportable list of your files and folders

Updated over 3 months ago

This index can be created with a single click by Workspace Owners or Administrators. There is also an option to make the document index available to other members.

Navigate to the relevant workspace and click 'Options' and then 'Settings'.

Under the files section, locate 'Export file index' and click 'Download'.

The image above shows you a selection of a file and folder index. The pdf file that's downloaded will display your file and folder structure as it appears in your workspace.

There is also an option to make the document index available to all members of the workspace with 'contributor' access in the Files tab by selecting the checkbox ' Make document index available in Files tab'.

Members can choose to download the index as a PDF or an editable Excel version.

Navigate to Files, select 'Export document index'. In the next window select 'Excel/CSV' from the dropdown and click 'Download'

Did this answer your question?