> For the complete documentation index, see [llms.txt](https://help.brieftech.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.brieftech.ai/reference/index-presets.md).
# Document Index presets
A preset applies a ready-made set of columns and bundle settings suited to a common document type. Applying a preset overwrites your current column configuration and any bundle settings the preset defines, such as the page-numbering template and, for some presets, the volume page limit.
In the **Apply bundle/index preset** menu, a tick marks the preset currently applied (remembered across sessions), and hovering a preset shows a summary of what it would change compared with your current settings.
Separately from applying a preset, the same menu offers a **Generate index headings** action with three options: **No headings** (a flat list with no heading rows), **Group by folder** (a section heading for each uploaded folder, grouping its documents), and **Group by LOD category** (headings from the categories assigned to documents). Choosing any option replaces the index's current headings and cannot be undone. The first time you generate headings on an index, BriefTech asks you to confirm ("This will delete all your current manually created/edited headings and cannot be undone. Continue?"). After headings have been generated once, later choices replace the current headings without a prompt — including any headings you have created or edited by hand since.
| Preset | Columns | Notes |
| -------------------------- | ---------------------------------------- | ----------------------------------------------- |
| Affidavit - Multi Volume | S/N, Description, Vol, Page | Targets 300 pages per volume. |
| Affidavits - Single Volume | S/N, Description, Page | Single volume. |
| Bundle of Authorities | Tab, Description | No hyperlinks in the index. |
| Bundle of Documents | Tab, Date, Description, Vol, Page | General-purpose multi-volume bundle. |
| Disclosure | S/N, Document Date, Description | Disclosure / discovery lists. |
| Record of Appeals (SG) | S/N, Date, Description, Vol, Pages | Targets 300 pages per volume; Singapore format. |
| Records of Appeal (MY) | Serial No, Date, Description, Vol, Pages | Targets 200 pages per volume; Malaysia format. |
Beyond columns, most presets also set:
| Preset | Hyperlinks in index | Volume options it sets |
| -------------------------- | ------------------- | --------------------------------------------------------------------------------------------------------------- |
| Affidavit - Multi Volume | — (none set) | 300-page volumes; pull-out tabs; master + per-volume index mode |
| Affidavits - Single Volume | — (none set) | single volume (page limit set to 9999) |
| Bundle of Authorities | off | — |
| Bundle of Documents | off | — |
| Disclosure | **on** | — |
| Record of Appeals (SG) | off | 300-page volumes; Senior Volumes on; volume header + label template; page numbers on cover, index and tab pages |
| Records of Appeal (MY) | off | 200-page volumes; Senior Volumes on; volume header + label template |
| Preset | Volume-label template | Volume header row | Renders as |
| ---------------------- | ------------------------ | ----------------------- | --------------------------------------------------------- |
| Record of Appeals (SG) | `{sR}{#j}({a}){/j}` | `Index to Volume {vol}` | Volume **I**, **II**, **III**; header *Index to Volume I* |
| Records of Appeal (MY) | `{sA}{#j} {sn}({n}){/j}` | `Index to Volume {vol}` | Volume **A**, **B**, **C**; header *Index to Volume A* |
For what `{sR}`, `{sA}` and `{#j}…{/j}` mean, see [Template syntax](/reference/template-syntax.md).
Most presets also set a default sort order (File Name, or Date then File Name).
Where a preset does not set hyperlinking (the two Affidavit presets), your current setting is left unchanged — only the presets marked **off** or **on** above change it. On a new Document Index, hyperlinking is on.
This table's **Hyperlinks in index** column is about the Word and PDF index you export from the Document Index. The table of contents printed inside a generated bundle is never hyperlinked, whatever preset you have applied.
## Page-number template each preset sets
Applying a preset also sets the bundle's page-number stamp template (see [Template syntax](/reference/template-syntax.md); `{v}` = volume number, `{p}` = page number):
| Preset | Page-number template | Example |
| -------------------------- | -------------------- | ---------- |
| Affidavit - Multi Volume | `V{v}-{p}` | V1-1, V1-2 |
| Affidavits - Single Volume | `{p}` | 1, 2, 3 |
| Bundle of Authorities | `BOA {v}-{p}` | BOA 1-1 |
| Bundle of Documents | `V{v}-{p}` | V1-1 |
| Disclosure | — (none set) | — |
| Record of Appeals (SG) | `{vol} RA {p}` | I RA 1 |
| Records of Appeal (MY) | `{p}` | 1, 2, 3 |
Where a preset sets no page-number template (Disclosure), your current template is left unchanged.
## Sort all sections
When you are working in the interactive Document Index, the menu also offers **Sort all sections**, which re-sorts every heading section of the index at once. Choose how each section is sorted:
| Option | Sorts each section by |
| ----------- | --------------------- |
| Date | Document date. |
| Description | Document description. |
| Filename | File name. |
This option appears whenever you are working in the interactive index — including a flat index with no headings. (The **Date** option sorts by document date, then file name.)
If you choose **Sort all sections** when everything is already in order, BriefTech tells you the sections are already sorted. The **Generate index headings** actions need a collection selected — with none selected, choosing one shows a **No collection selected** message.
## Related
Column options
The columns you can add to a Document Index and their alignment.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://help.brieftech.ai/reference/index-presets.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.