Indexing

 

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When the application is installed, you will find one document class available for indexing called "My Documents". You can create more classes and modify the existing ones to suit your company needs. Document indexing refers to the process of classification and storage of the documents into the repository.

The indexing process is executed as follows:

  • Set an application into indexing mode by clicking the "Index Button" or pressing F2
  • Select documents for indexing (drag-and-drop files onto the indexing file panel, bottom of the screen, or Scan)
  • Provide indexing meta-data in the fields
  • Click "Index button" again or press "Enter" to store the files

    Step 1
    From Windows explorer select the file you wish to index. Drag-and-drop the file onto the interface. The batch is stored in pre-indexing area. The total size of documents in kilobytes is displayed next to the batch name. You can open the location of the batch by right-clicking the batch and selecting "Open containing folder"

    This feature is useful especially while scanning the documents. You can copy the files manually for editing or additional backup directly from its indexing location.

    You can also send the documents to e-Mail by selecting "Send to > Outlook". This feature is also available for stored documents.

    In order to use this functionality you must have Microsoft Outlook 2002 or higher to be installed on your computer.

    Step 2
    You must now provide the meta-data - information which describes the document for future retrieval.

    Providing accurate information is very important, because the document which can not be found as a result of miss-typed information is as good as not indexed document.

    Step 3
    You can now press "Enter" or click "Index" button again to store the documents.

    The application will not delete the file from its original location. You don't have to make a backup of the file before storing in the system.

    Step 4
    You can now retrieve the document by clicking "Search button. All documents matching search criteria are displayed in the hit list.

    To display the document, double-click the result at the bottom of the sreen.

    This step does not have to be performed every time and described here to complete the picture of storage and retrieval procedures. For more information on document searching and retrieval, click here.


    There are three ways to select the document or a number of documents for indexing:

  • Drag and drop the file(s) into the indexing area (as described above)
  • Right-click on the indexing area and Browse the files from the hard-drive
  • Scan documents or Scan & OCR

    The document selection menu is available on a right-click from the document batching area. In order to use this menu, the application must be in "Indexing mode".

    You can index single or multiple files under the same indexing criteria. You can also append documents from various locations onto the same batch before saving this batch. Once your files are submitted in a batch form, you can review the documents by double-clicking on the filename.

    You can delete documents from of the batch or remove the batch completely. To manipulate your documents you can use the top navigation menu or the right-click menu on the batch.

    Your batches will be stored in the staging even if you restart the application or computer. You don't have to complete indexign all batches before closing the application.


  • When the batch is ready for indexing, the application will index all pages from the batch as a single folder. However, you can index selected documents from this folder by enabling "Index selected" option in the settings dialog. The application will allow indexing a single file or a complete batch depending on the selection, especially if more than one file is selected for indexing, please consider the following example:

    The application will only index one selected file out of the batch: "Service_Order.pdf". This is not applicable when "Index selected" is turned off. In this case both files are indexed under the same indexing criteria and stored as a "folder".

    Batch re-ordering

    You can re-order documents by dragging-and-dropping files between the batches. Use standard Windows functionality to move documents between batches. You can also create new batch from the existing files by dragging file onto the white area.

    When the indexing is completed, the status bar at the bottom of the form is updated and states : "Complete"


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