Manually Indexing a Batch of Documents

From the Index Batch tab in the Smart Client, select a batch to be processed by double-clicking a row in the batch list. The viewer will launch

The Navigation Batch window will be enabled.  It shows every document in the selected batch.  As you index documents into doc-link you will see each document's status change.

The image of the document will be displayed in the center of the viewer. Tip: to maximize space, disable the thumbnail pane by clicking the button in the viewer toolbar.

Note: if you processing files other than TIFFs or PDFs doc-link will attempt to launch the file in the application associated with the file. So for example, if you are processing Microsoft Word documents you must have MSOffice or a Word viewer installed on your computer.

The index window will be enabled and ready for data entry.

On the Index dialog:

1. Select the appropriate top-level folder (company) from the drop-down list (F4 will expand the drop-down and you can use your arrow keys to select the company from the list). The list will be filtered based on the companies you have been grated access to. Press the Tab key to move to the next field (Shift + Tab will move the cursor to the previous field).
2. Select the document type this document represents (F4 will expand the drop-down and you can use your arrow keys to select the document type from the list).  This list will be filtered bases on document types you have been granted access to.  Press the Tab key to move to the next field (Shift + Tab will move the cursor to the previous field).
3. Under Document Properties, the first property will be highlighted and the cursor will be in the data entry field below the properties list.  Enter a value for the property highlighted. To commit your entry press the Enter key on your keyboard.
4. Enter another value for this same property OR press the Enter key again to move to the next property on the list.
5. Repeat until all values you wish to index have been entered. Click Save (Alt+S) key to save the document, the viewer will automatically load with the next document in the Navigation Batch list.

   Note: Pressing Enter twice on the last property value in the properties list will automatically save the document into doc-link. The viewer will load with the next document listed in the Navigation Batch dialog.

6. On this new document, you can either press the Add button to "staple" it as page two of the previously indexed document, or start entering property values for a new document.

Clear values on next input- by default this option is checked, values from the previously indexed document will auto-load for the next new document but the property values will clear once you start entering new values. If this option is unchecked, the previously indexed values would be assigned to the current document and you would have to manually change just the values that are different.