Edit and Delete an Existing Index Folder

Administrator-level users can delete or edit the names of existing folders to the index structure of the documents module from the Index pane by accessing the three-dot menu under the view selector menu.

To edit or delete an index folder, follow the steps below.

  1. Click on the three-dot menu and select the Modify Index option. The Modify Index window opens.


  2. Click on the edit (pencil) icon and modify the folder name.


  3. Click on the Delete icon and confirm the folder deletion by clicking on the OK button on the Folder Deletion confirmation popup.


  4. Perform any other desired index modifications and click on the Save button.
Note: It is recommended to be fully trained by a Trial Interactive Product Trainer to ensure the changes need to be made. Deleting a folder containing documents will immediately delete all of the documents within. It is highly recommended that to work with the Trial Interactive Service Desk if to make ANY alterations to the index structure of a study room.