The Index document - a one page site map with excel export - Projectfusion
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The Index document – a one page site map with excel export

We just updated our index feature – we now offer a one page printable summary of the entire data room, and a full excel index.

When you are reviewing documents the onscreen index gives you an at a glance overview of the entire data room, and tells you how large the main folders are.

If you need detail, the new excel index is right there – a nice list of all documents on the site – it’s formatted ready to print, and will handle international character sets.

In excel you can easily create a closing bible, or use filters to show the bits you want to look at.

Here’s the browser view – it’s a one page summary of the top 3 levels of the site – it easily lets you get a feel for the size, and structure of the data room. And it will always print out nicely on A4 or letter.

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When you need more detail, then download the full index in excel format. This lets you easily print out a full list of every document on site, and if you need to, use excel to filter for certain folders or dates.

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We will be adding more features to the index document over the Summer – if there’s something you’d like to see, or you’d like a demo, please get in touch.

Coming soon:

We have a really great 2 tier authentication option in testing at the moment, and next week we’ll be slipping in a beta of our new real time reporting module!

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