Index Documents

Build the Document Index: the structured, ordered index that becomes the spine of your court bundle.

The Document Index is the ordered, structured list of your documents that becomes the spine of your court bundle (it's a different thing from the search index used to find documents). BriefTech builds it automatically from the documents in your matter, assigning serial numbers by order. The guides below help you refine that index — reorder documents, add headings, split into volumes, and more.

• Reorder documents and add structure — Drag documents into the order you want and add headings.
• Manage headings in the Document Index — Add, rename, move, sort, indent, and delete the headings that group your documents.
• Add or edit sub-index entries — Add, edit, or remove the sub-index entries that appear beneath a document in the index.
• Sort documents in the Document Index — Sort the Document Index by date, file name, or description.
• Split a bundle into volumes — Control how the bundle is split into volumes — BriefTech splits automatically by page count, and you can split by heading or force a break.

To set the columns and bundle settings (hyperlinks, sort order, volume options) from the toolbar menu, see the Document Index presets reference. Presets don't set serial numbers.

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New to this? For a guided, end-to-end walkthrough — from uploading documents to a finished, exported package — follow Prepare a List of Documents for Disclosure.

Next step: with your Document Index built, build the court bundle from it.