Peony gives you two related tools for keeping a room tidy: Index documents, which adds numbered prefixes so long rooms stay easy to scan, and AI room generation, which builds a folder structure from a prompt when you create a room. Both are Data Room plan features and above.

Neither tool reads your files to guess a "type" and sort them into topical folders. Indexing only numbers what is already there; AI room generation proposes a folder skeleton before you upload. You stay in control of where files live.

Index documents (numbered prefixes)

The Index documents setting shows numbered prefixes across your documents so long rooms stay easy to scan and discuss. A viewer and an admin can then say "open 2.3" instead of describing a file by name.

The prefixes follow your folder hierarchy and the order of items inside each folder — top-level folders get 1, 2, 3, and items nested inside get 1.1, 1.2, and so on. Reorder or move a file and the prefixes update to match.

Indexing does not classify, rename, or move files. It is a display layer on top of the structure you build.

Turn it on or off

Open the data room.
Click the Settings tab in the sidebar.
Toggle Index documents on or off.

There is no separate "AI menu" and no "Re-index" button. The single Index documents toggle governs the numbering; turning it off removes the prefixes.

Plan availability

Indexing is a Data Room ($52/admin/mo) plan feature and above. New Data Room, Deal Team, and Enterprise rooms are created with Index documents already on. On Free and Business plans the toggle is unavailable, so those rooms show no numbered prefixes.

AI room generation

When you create a data room, Peony can generate a folder structure for you from a short prompt. This is the tool to reach for when you want "the AI to lay out my room" — it proposes the folders, you upload into them.

Start a new data room. When the template picker opens, you'll see the search field Search templates or enter an AI prompt.
Pick Build with AI.
Type what the room is for (for example, "seed fundraising data room" or "manufacturing acquisition diligence") and press Enter.
Peony generates a folder structure. Review it, click Generate (or Retry) if you want a different layout, then click Add to apply it to your room.

You can also choose one of the built-in templates instead of generating with AI. Either way, the folders are created empty and you upload your files into them.

Plan availability and credits

AI room generation is a Data Room plan feature and above. On Free and Business plans, entering a prompt only filters the built-in templates — it will not generate a new structure.

Generating a room with AI consumes AI credits from your workspace balance, the same shared pool used by AI document Q&A. One generation is a single, small request. See AI Q&A for how credits work.

Common Questions

Which plan has indexing and AI features?

Indexing and AI room generation are both Data Room plan and above. AI document Q&A is available on Business and above, with 5x usage on Data Room. Inside a data room, any control gated to a higher plan shows a purple upgrade flash icon — clicking it walks you through the Data Room upgrade. Data Room also includes unlimited documents.

Does indexing sort my files into folders like Financials or Legal?

No. Index documents only adds numbered prefixes to the structure you already have. It does not read files, guess their type, or move them. To get a starting folder layout, use AI room generation or a built-in template when you create the room, then upload into those folders.

How do I re-run indexing after adding files?

You don't need to. Prefixes update automatically as you add, move, or reorder items while Index documents is on. There is no re-index button.

Can I get a proper index with a custom folder structure?

Yes. Build the structure you want (with AI room generation, a template, or by hand), then turn on Index documents for numbered prefixes. For a bespoke structure that your team maintains on an ongoing engagement, talk to us on Deal Team or Enterprise.

Why don't I see numbered prefixes in my room?

Either the Index documents toggle is off in the data room's Settings tab, or the room is on Free or Business, where indexing isn't available. Upgrade to Data Room to enable it.

Privacy Note

AI room generation sends only your short prompt to the model to draft a folder structure — your document contents are not part of that request. Indexing runs entirely inside Peony and touches no external service. Underlying file content stays encrypted in Peony's storage.

If a buyer's security team asks about AI data handling, indexing is a local display feature and room generation only uses the prompt text you type. For how Peony handles AI document Q&A, which does read document text through a production LLM, see AI Q&A.

Document Indexing and AI Room Generation