How to rearrange the index

The index in Disclosure Ready is automatically generated based on your folder and document structure. This article explains how to update and rearrange it.

Watch the following video or refer to the instructions below.

Moving documents to another folder

1. Select the documents you want to move
2. Click Bulk Actions and choose Move from the dropdown menu
3. Select the destination folder – the index will update automatically with the new folder structure

Reordering documents within a folder

Click the three bar icon next to a document and drag it up or down to reorder it. To move multiple documents at once, select the checkboxes next to each document, then click and drag the three bar icon to reposition all selected documents together.

Repositioning documents

For large folders, use the Reposition function to place documents precisely:

1. Select the documents you want to move
2. Click Bulk Actions and choose Reposition
3. Select whether to place the documents before or after a specific document

Consecutive document numbering

To enable consecutive document numbering across all folders:

1. Go to your matter and click Setup at the top banner
2. Select Settings in the left-hand panel
3. Under Index settings, check the box for Enable consecutive document numbering across all folders
4. Click Save Changes – the index numbering will update automatically

For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via support@legalready.ai or +61 3 9020 4456.