Data room index | idgard®

Data room index

Data room index

The "Data room" function is included in the Growth and Enterprise license packages. To display the files, notes and folders contained in the data room in a clear table, you can create and export a data room index. In the member list of the data room, you can set which members are allowed to use the "Export index" function.






This is how you proceed:

  • Open the data room by clicking on the name or icon in the overview.
  • Open the "3-dot" menu in the toolbar at the top right.
  • Select "Box settings".
  • Select "Export index".
  • Select from the drop-down list whether "Folders" or "Files, notes and folders" should be listed in the data room index.
  • Under "Format", select the desired file format (PDF, XML or XSLX).
  • Select "Export".

The data room index is saved in your computer's download directory.


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