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Numbering

Automatically number folders and documents to provide reference

Updated over 3 weeks ago

Numbering helps keep a data room organised and easy to reference, particularly in large or complex matters where a structured index is essential.


Enabling or disabling numbering

Users with Edit permission at the data room level can enable or disable numbering using the toggle in the sub-navigation bar.

Numbering is configured at the data room level. If enabled, it is visible to all users who have access to that data room.

Note: Numbering cannot be configured at folder or file level. It applies to the entire data room.


How numbering works

Data rooms support optional hierarchical numbering for folders and documents.

You can choose between:

No numbering: Items appear without any numeric prefix.

Automatic hierarchical numbering: Items are numbered sequentially based on their position in the structure (for example: 1, 1.1, 1.1.1).

Numbering reflects the folder hierarchy and updates automatically as the structure changes.


When numbering updates

Numbering adjusts automatically when:

  • Documents or folders are moved

  • Folders are reordered

  • New folders or files are added

This ensures that numbering always reflects the current structure of the data room and remains consistent as the transaction evolves.

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