Sort documents in the Document Index

Sort documents within Document Index sections by date, file name, or description.

In the Index tab, sort documents by date, description, or filename — all sections at once, or one on its own.

Sort all sections at once

In the Document Index.

1. Open the tab.
2. Click in the toolbar.
3. Click Sort all sections.
4. Choose Date, Description, or Filename.

Sort one section

In the Document Index, sort a single section from either its heading row or its column-header row:

• From the heading row for that section — click the sort icon (tooltip Sort documents under heading), or open the heading's ⋮ menu and choose , then choose Date, File Name, File Name, or Description.
• From the column-header row — hover the Description column header and click the sort icon (tooltip Sort documents below), or right-click the column-header row and choose Sort Files.

For exactly what each order does, see Serial numbers and date formats.

Once you sort, the new order is saved straight away and applies for everyone working on the matter: it becomes the saved order, serial numbers renumber to match, and the change carries through to the exported index and the generated bundle.

Sorting stays within each section. Sorting reorders documents within each section only — it does not move documents across heading boundaries. You can drag rows manually after sorting, or sort again at any time.

Related

From Document Index to court bundle

How the index and the bundle share one source of truth.

Reorder documents and add structure

Drag documents to reorder them in the Document Index, including moving them between sections and dragging multiple rows at once.

Document Index presets

The built-in Document Index presets and what each configures.

Prepare a List of Documents for Disclosure

A guided, end-to-end walkthrough — take a set of documents from upload to a finished disclosure package: a ZIP archive containing a Word index, an Excel index, and every document renamed by serial number, date, and description.

Manage headings in the Document Index

Add, rename, move, sort, indent, and delete headings in the Document Index, or generate them automatically from your folder structure.