Indexing Documents

There are a few different ways in which you can get documents into the system for indexing.

1. Index Batches (for manual indexing)
2. Print to DocLink
3. Drag and Drop Indexing

If you have not been granted the Index permission, you will not be able to index documents. See your DocLink Administrator for more information regarding DocLink Security.

Here are the other related permissions you can be granted and will determine the actions you can take in the viewer:

• View Permissions - In order to inquire for and view a document you must have permission to view the document’s top-level folder and document type.
• Output Permissions - In order to print, email, save or download a document you must have permission to output the document's top-level folder and document type.
• Annotation Permissions - In order to view or apply annotations you must have permission to annotate the document's top-level folder and document type.
• Re-Index Permissions - The Index tab in Document Details will be disabled unless you have been granted re-index permission to the document's top-level folder and document type
• Repagination Permissions - You will not be able to reorder, transfer or delete pages in documents unless this permission is granted for the document's top-level folder and document type.
• Smart Forms - In order to access and use smart forms (example distribution stamps) you must have permission to a smart form for this document's top-level folder and document type. Used in Workflow.
• Create Approve/Deny Document Notes - In order to view and create approve and deny notes users must have this permission granted. If it is set to 'Denied', the Notes tab will not be visible.
• Create Info Document Notes - In order to view and create info notes users must have this permission granted. If it is set to 'Denied', the Notes tab will not be visible.
• View Document Notes - In order to view document notes only, without permission to create them, users must have this permission granted. If it is set to 'Denied', the Notes tab will not be visible.

If you have not been granted permissions, that functionality will be disabled in the viewer. See your DocLink Administrator for more information regarding DocLink Security.