Export the Document Index
Download a data room's numbered document index as a CSV with Export index on Deal Team: the whole room or what one link can see. Or number files by hand.
Last updated November 1, 2026
A document index is the numbered list of everything in a room: what counsel, buyers and your own team refer to when they say "open 2.3". Once a room is numbered, Export index downloads that list so you can attach it to a process letter, a disclosure schedule or an email.
Export index needs the Deal Team plan Deal Team+. On Data Room the button is there but opens an upgrade prompt, and the 7-day trial does not unlock it.
Turn On Index Documents First
Export index only exists for a numbered room. If Index documents is off, there is no Export index option.
- Open the data room and click Settings in the left sidebar.
- Switch on Index documents ("Show numbered prefixes across documents so long rooms stay easy to scan and discuss").
Every folder and file now carries a number that follows the room's structure. See Document indexing for how the numbers are worked out.
Index documents is on the Data Room plan and above; exporting the result needs Deal Team.
Export the Index
Go back to Documents. Next to the room's name at the top, beside the pencil icon, click Export index.
The button sits in the same place in grid view and list view, at the top level of the room only.
In the Export data room index dialog:
- Choose an Export view. Master data room (all content) lists everything in the room. Any other option is a link, and the export lists what that link can see. Inactive and expired links stay in the list, marked (Inactive) or (Expired).
- Click Download CSV.
The CSV has these columns: Index, Data room name, Link to entity, Content type, Content name and Folder path.
Or Number Files by Hand
The automatic numbering is optional. You can also number the room yourself by renaming files and folders with your own prefixes, for example 01. Commercial Due Diligence, 02. HR Due Diligence. Rename from each item's … menu (or right-click it) and choose Rename.
Hand-numbered names are part of the file names themselves, so they look the same to every visitor and do not renumber when you move things. Because Index documents is off, there is no Export index button; to get one, turn the setting on.
| Index documents on | Numbered by hand | |
|---|---|---|
| Numbers | Added and kept up to date by Peony | Whatever you type into each name |
| Moving or adding items | Numbers update automatically | You rename to keep the order |
| Export index | Yes, on Deal Team | No |
| Plan | Data Room and above | Any plan with folders |
Common Questions
Where is Export index?
Next to the data room's name at the top of Documents, beside the pencil icon. It only appears when Index documents is on in the room's Settings tab.
I don't see Export index. Why?
Index documents is off. Turn it on in the data room's Settings tab and Export index appears next to the room name. Exporting needs the Deal Team plan; on Data Room the button opens an upgrade prompt.
Can I number files without Index documents?
Yes. Rename files and folders with your own prefixes, such as 01. Commercial Due Diligence. That numbering is part of the names, so there is no Export index without the setting.