Editing Index Points

Editing Index Points

For editing, i.e., moving or renaming a folder or document index point, or replacing a document, proceed as follows:
  1. After signing in to Drooms, select the project and data room where you want to edit index points.
  1. Select 'Documents' in the project's and data room's tab bar to access the data room index, and open the index context menu with a right mouse click onto the folder or file in the index, which you want to edit.
       
  1. Select the 'Edit' sub-menu option 'Edit index point' to open the 'Edit folder' or 'Edit document' modal dialog. Which one opens depends upon you prior index point selection.
       
       
  1. At 'Index point description' you can select for both a folder or index point any other, so far unused, index position in order to move it within its parent folder, and edit the folder or index point description in order to rename it.
  1. If you want to replace a document, click on 'Delete and Upload new' to select a new file from your local directory that will replace the existing file. If you selected an empty index point, click on 'Upload file' to now select and upload a file to it. The modal dialog will display and offer the option to use the file name as description for the new index point.
  1. When everything is ready and set, click on 'Save' to save your changes and upload a new file, if applicable.
Info
For uploading and processing a new file replacing an old one, the same conditions, limitations and options apply as for uploading a file when creating a new index point.
-> Read more about creating-index-points
Warning
Please be aware that when replacing a file this way, the old file will be deleted straight away, and cannot be recovered. If you want to keep it for safety reasons, you can move the old file first to the trash bin (using option 'Attached documents only'), before editing the then empty index point and uploading a file there.


    • Related Articles

    • Importing Index Points

      The index import allows to add new folder and document index points, and to update the index descriptions of existing folder and document index points, but not to delete any index items. The import requires a carefully prepared .xlsx file. To prepare ...

    • Approving and Rejecting Index Points

      If the feature module 'Advanced permissions' is enabled for your data room, user groups can be granted 'Create only' or 'Create with approval' permission, as alternative to the full 'Edit' permission to restrict and control the work of ...

    • Renumbering Index Points

      When working in a data room, 'index gaps' may result from deleting folders and index points, or may be needed to add further folders and index points in between index points, so that these are not automatically renumbered. To renumber folders and ...

    • Moving Index Points

      There are two ways of moving index points, either using the context menu, or simply via drag & drop. Both ways will be explained here, starting with moving index points via the context menu. After signing in to Drooms, select the project and data ...

    • Exporting Index Points

      Sometimes it may come more handy to review, compare and edit index points not online, but using MS Excel sheets, and then import the edited index points again. You can either download the whole index, or just parts of it by selecting specific ...