Drag and Drop Indexing

Drag and Drop Indexing is similar to manual indexing when it comes to processing documents in the document viewer. The difference is that with drag and drop, there is no need to place files in a designated batch folder before indexing. You can simply drag files onto the Smart Client icon.

The advantage of this feature is that you can index virtually any file type into doc-link by simply dragging the file onto the Smart Client Icon on the desktop Some examples of files include (.doc, .docx, .xls, .xlsx, .pdf, .tif, .wav, .msg, .txt, .ppt, .pptx, etc.).

Drag Files onto Smart Client for Indexing

Follow these instructions to index documents into DocLink using drag and drop.

1. On your local machine, locate a file, or files, you wish to index into doc-link.
2. Click on the file(s), then while holding the left mouse button down, drag the file(s) onto the Smart Client icon.
   1. If you are using single sign-on (Windows Authentication), the Smart Client will open automatically to the Index batch tab.
   2. If you are not using single sign-on, Smart Client will attempt to utilize any profile configured for automatic login. If none exists, the user will be prompted to log in. Once logged in, you will be directed to the Index Batch tab.
3. The files are moved into their own batch folder named My Dropped Files, which automatically opens in the Index Batch tab of the Smart client.
4. When you open the batch, the documents will open using their default program
   1. File types that will open in the doc-link document viewer are TIFF and PDF documents.
   2. All other file types will open in their default program or viewer.
   3. Manually index the images following the steps in the manual batch indexing section.