Indexing Documents

Indexing Documents

  1. From your dashboard go to your intray, right click the document you wish to idex and select this option from the context menu.
  2. You will be directed to the Indexing Wizard, where you can select the Infohub and file location for this document.
  3. Add the required indexing metadata to name and classify the document. Metadata is aquired through standarised questioning that creates a homongenous filename for easy retrieval.
  4. Once satisfied with the filing parameters, you will have several options you can take regarding the document. Click Finish to complete the indexing of your document.