The Room Index

• The Room Index consists of folders organized into a tree-like structure starting with Index as the root folder.
• The Index consists of parent and child folders and can either be cloned during room creation or created from scratch.
• The Index Folders are categorized as per the Document Types specified from the Room Settings and consist of three main categories – General, Country Management, and Site Management.
• Documents emailed to a room get stored in the room's Inbox folder.
• Similarly, all documents imported are populated in the Upload folder.
• If a folder contains subfolders, you can expand it to list its content by clicking the expand arrow icon next to a collapsed folder.
• Similarly, you can collapse an Index folder by clicking the collapse arrow icon next to an expanded folder.
• To locate documents in a child folder, you drill down to the last child folder and click on it.
• The documents in the child folder populate in the Documents Grid.
• Tick a checkbox in the Documents Grid to view its metadata in the Metadata tab of the Right Panel.
• Besides the Metadata tab, the Right Panel also consists of the Workflow, Queries, Versions, History, and eSignature tabs.