By Index and Index Outline Settings

On creating the index, as an administrator, you can decide on a number of functions and appearances related to the Trial Interactive room’s index from the Main Navigation ->Settings -> Documents Module -> Index Outline. You can change the names of the Upload folder, the Index folder, and the IRB Uploads folder if so requested by the client.

By Index View

The All View(By Index) shows the full folder index of the room with child pages. If a folder contains sub-folders, it can be expanded to list its content by clicking the expand icon .

If a user emails documents to the room, such documents get stored in the Inbox folder of the room. Similarly, all documents imported are populated in the Upload folder.

Auto Prefix

The folders in a room index are numbered, and the subfolders follow a standard numbering system. These folder numbers are called as Folder Prefixes, whose settings can be decided from the Auto Prefix option in the Settings -> Documents Module -> Index Outline.

Activate or inactivate Auto Prefixing of folders in the room’s index by ticking the Use auto prefix checkbox. If not selected, folder titles will appear in the index just as they were typed in during the creation of the room’s index. Auto prefixing inserts the client’s requested prefix of numbers or letters to identify the levels of the folders in the index. Click the radio button for the prefix pattern requested by the client.

Documents Count

Numbers in parentheses after the folder names indicate how many documents are available to you in each folder. Click a folder to open the documents contained in it in the Document Grid.

By showing Documents count, by ticking the Show documents count checkbox in the settings, users in the room will see a number in brackets that indicate how many documents are in each index folder.

Changing the Index Name

If the client has requested some unique name for the room’s index besides the standard ‘Index’, then you have to first enable the custom index name, and then type the custom name in this field.

1. If the client wants to customize the name of the Index, click the box to activate it. The Index Name field then becomes active.
   
   
2. Type in the custom name requested by the client.
3. If this is the only change requested for this panel, click Save at the bottom of the panel.

Empty Folders Options

In this next section of this panel, you make selections for the client regarding the appearance of Empty Folders.

You can enable or disable the Show Empty Folders Option. By showing that option, users in the room will see this checkbox at the bottom of the room’s folder index.

Another option sometimes called for by the client is to show empty folders all the time. If that is the case with the room you’re configuring, click this box – Show Empty Folders by default. Then, the room’s full index will always show in the documents view, whether the folders are empty or not.

Hide Index on add new documents

Note: This setting is used only for non-admin users

If this setting is enabled:

1. Index position will be hidden in the new document window.
2. But in case if auto-routing logic can't determine index position, this control will be displayed, so the user will be able to specify index position manually.
3. A document cannot be copied or dragged to a different location/folder by editors.

Auto Indexing

In order to activate either of these next two options – Enable Auto Indexing or Hide Index on add new document – this Default Index Position for Add Document field must be completed.

1. Click the magnifying glass. The full index list appears.
   
   
2. Select the folder indicated by the client. In this example, the folder is named 19 nick folder 1.
3. Click OK. The window closes.
4. Click Save at the bottom of the Index Outline panel.