Copying index points
To copy index points and then insert the index point copies, proceed as follows:
- Select 'Data Room' in the navigation menu on the left to access the data room index.
- Open the index context menu with a right mouse click onto the index point that you want to copy, or select multiple index points first (using 'Shift', or 'CMD/STRG'), and then open the index context menu with a right click.
- Select the 'Edit' sub-menu option 'Copy'. The selected index point(s) will be highlighted in the index in blue.
- Now right-click onto the folder or index point that you want to insert the copied index point(s) either 'in', or 'before', or 'after', and in the index context menu select the 'Edit' sub-menu option 'Paste' to open the 'Paste' modal dialogue.
- Make sure that the correct
option and position for inserting the copied index point(s) is selected in the location drop-down menu.
Regular users with partial edit permissions will only be able to perform insert actions that do not affect in any way index points they have no edit permission for.The top index root folder cannot be copied.
- As administrator, choose the
permissions, which should be applied to the copied index point(s), either
'Inherit from parent folder', 'Administrators only', or 'Retain permissions'. Other users permitted to copy index points
cannot choose
permissions. Their copied index point(s) will inherit the target
parent folder permissions.
With 'Inherit from parent folder' the moved index point(s) will become visible, downloadable, or even editable, or stay invisible for different user groups like the new parent folder.
With 'Retain permissions' the moved index point(s) will retain the previously granted permissions.With 'Administrators only' no permissions will be granted and can be set afterwards.Selecting the option 'Retain permissions' may affect parent folder permissions: In order to retain a group's view permission for copied index point(s), the group will be automatically granted view permission for all so far invisible new parent folders up to the top index root folder, too.
- Click on 'Paste' to confirm the copy action (= copy + paste).
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