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How to replace a disclosure bundle’s index title

The default title for your matter index is “Index”. You can change this during the creation of a disclosure bundle.

Updating the index title

  1. When creating a new disclosure bundle, click the Advanced tab
  2. Under Index style, locate the Index title field
  3. Clear the default text and enter your preferred title (e.g. Schedule 1)

  1. Click Create – the disclosure bundle will be created with the updated index title

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