The Room Index

The Room Index is organized as a tree structure, with the Index serving as the root. It includes parent and child folders that can either be cloned during room creation or created from scratch. Each Trial Interactive room can have a fully customized index, meaning no two index structures are required to be the same.

Documents sent to a room’s inbox email address are stored in each user’s Inbox folder unless the room is configured differently. Documents uploaded directly to the room without metadata appear in each user’s Upload folder. When documents are uploaded with metadata, they are placed in the default folder location, typically the Staging folder. Depending on room settings, documents may also be uploaded directly into other index folders.

Folders that contain subfolders can be expanded by clicking the arrow next to the folder or by double-clicking the folder name. Expanded folders can be collapsed by clicking the arrow again. To view documents within a folder, select the folder to display its contents in the documents grid at the center of the screen. Selecting a document from the grid loads its metadata in the Metadata Pane on the right side of the screen.

In addition to the Metadata tab, the Metadata Pane may also display Workflow, Queries, Versions, History, and eSignature tabs, depending on the document’s context.