Site Numbering
Apply hierarchical numbering to folders and documents to improve navigation and presentation during reviews. Site numbering provides professional document organization and makes it easier to reference specific items in your site.
Configure Numbering
From a Site > Settings > Numbering:
- Navigate to Site Settings > Numbering (or Site Settings > Display)
- Select a numbering format from the dropdown menu
- Click Save Site Numbering Settings to apply numbering across the site
Number Format: Choose from predefined numbering formats that apply hierarchical numbering to all documents and folders in the site.
Available Numbering Formats
Clear Ideas provides several predefined numbering formats to suit different document organization needs:
No Numbering
No Numbering: No numbering will be displayed. This is the default option.
Use Case: When you don't need hierarchical numbering or want to disable numbering temporarily.
Decimal Style - 1.1.1.1.1.1
Decimal Style: Each level is numbered with a decimal point.
Example:
- Level 1:
1. - Level 2:
1.1. - Level 3:
1.1.1.
Use Case: Standard hierarchical numbering for technical documents, reports, and structured content.
Legal Style - 1.(a).(i).(A).(1).(a)
Legal Style: Each level uses a different numbering style with parentheses.
Example:
- Level 1:
1. - Level 2:
(a) - Level 3:
(i) - Level 4:
(A) - Level 5:
(1) - Level 6:
(a)
Use Case: Legal documents, contracts, and formal documents requiring traditional legal numbering.
Mixed Alphanumeric - 1.a.i.A.(1).(a)
Mixed Alphanumeric: Each level alternates between numeric, lowercase, uppercase, and parenthetical styles.
Example:
- Level 1:
1. - Level 2:
a. - Level 3:
i. - Level 4:
A. - Level 5:
(1) - Level 6:
(a)
Use Case: Academic papers, research documents, and content requiring varied numbering styles.
Full Alphabetic Lowercase - a.b.c.d.e.f
Full Alphabetic Lowercase: Each level is numbered with a lowercase letter.
Example:
- Level 1:
a. - Level 2:
b. - Level 3:
c.
Use Case: Simple alphabetical organization, appendices, and supplementary materials.
Roman Numerals with Alphabetic - I.A.1.a.i.(I)
Roman Numerals with Alphabetic: Combines Roman numerals, uppercase letters, numbers, lowercase letters, and parenthetical styles.
Example:
- Level 1:
I. - Level 2:
A. - Level 3:
1. - Level 4:
a. - Level 5:
i. - Level 6:
(I)
Use Case: Formal documents, book chapters, and content requiring classical numbering styles.
Alphanumeric with Parentheses - 1)a)i)A)(1)(a)
Alphanumeric with Parentheses: Each level uses different styles with closing parentheses.
Example:
- Level 1:
1) - Level 2:
a) - Level 3:
i) - Level 4:
A) - Level 5:
(1) - Level 6:
(a)
Use Case: Outlines, lists, and documents requiring parenthetical numbering.
How Numbering Works
Hierarchical Application
Numbering is applied hierarchically based on folder structure:
- Top Level: Items at the site root use the first level numbering style
- Nested Levels: Items in subfolders use progressively deeper numbering styles
- Automatic: Numbering is calculated automatically based on item position and folder depth
Visual Display
Numbering appears:
- In Lists: Next to file and folder names in list view
- In Tiles: On tile cards in tile view
- In Exports: Included in exported site indexes and documentation
- In Navigation: Visible in breadcrumbs and navigation menus
File Names Unchanged
Important: Numbering affects how items render in the UI and exported indexes. It does not modify underlying filenames. Your original file names remain unchanged.
Best Practices
Enable After Organization
Why: Numbering is based on the current order of items. Organize your content first, then enable numbering to ensure proper sequence.
Choose Appropriate Format
Document Type: Select numbering formats that match your document type:
- Technical documents: Decimal Style
- Legal documents: Legal Style
- Academic papers: Mixed Alphanumeric
- Simple lists: Full Alphabetic Lowercase
Audience: Consider what numbering style your audience expects and understands.
Consistent Application
Site-Wide: Numbering applies to all items in the site. Ensure consistency across all folders and documents.
Review: Review numbered content to ensure the format works well with your content structure.
Changing Numbering
Updating Format
To change the numbering format:
- Navigate to Site Settings > Numbering
- Select a new format from the dropdown
- Click Save Site Numbering Settings
Effect: The new format is applied immediately to all items in the site.
Disabling Numbering
To disable numbering:
- Navigate to Site Settings > Numbering
- Select No Numbering from the dropdown
- Click Save Site Numbering Settings
Effect: All numbering is removed from the site display.
Limitations
Order Dependency
Numbering is based on the current order of items. If you reorder items, numbering updates automatically.
Format Presets
Only predefined numbering formats are available. Custom numbering formats are not currently supported.
Export Behavior
Numbering appears in exported indexes but does not modify actual file names in exports.