How to create a document index

Creating an index on a computer 

1. Go to Ruby Datum > Documents.
2. Check the file(s) or folder(s) you want to include in the index.
3. Near the top, select Export Index and choose whether you want to download it in PDF or XLS format.

Creating an index on mobile or tablet 

1. Go to Ruby Datum > Admin & Export.
2. Tap on Documents, then Document Index.
3. Choose whether you want to download it in PDF or XLS format.
4. Tap Download.

Note 

If a user doesn’t have permission to access a file or folder, this won’t appear on their index.