Saved metadata remains on the images/documents allowing Batches to be and checked as needed until all metadata is completed. –out Checking in a makes it available for other users to index. When checking in a batch, save any indexed metadata. Images/documents are not considered indexed until the batch is committed. Committing Batch: Commit a Batch by clicking the Commit button. The commit process releases the image/document to the searchable database. Only images/documents with complete metadata will commit. Unfinished images/documents will remain in the batch. When all images/documents in a are committed the batch will disappear. Pointers: A Pointer creates a virtual copy of the image/document, which is added to the batch for indexing. Pointers allow for a second set of metadata to be assigned to the image/document. Pointers make an image/document searchable on two sets of criteria. Multiple pointers are possible for one image/document. Deleting: Individual images/documents can be deleted. Entire Batches can also be deleted. Select image/document or batch and click the Delete button. Setting Preferences: Select DocFinity Menu/ Preferences/ Indexing. Select options that streamline indexing process. Click Save. Button Bar & Menu Items: Panel Menu Indexing options. Options vary depending on a user's Feature Rights. Save Metadata Save all metadata for all documents in the batch for future indexing. Rest Index the remaining documents in a batch with the metadata associated with the current document. Requires the Index Rest Feature Right. Index All Index all the documents in a batch with the metadata associated with the current document. Requires the Index All Documents Feature Right. Check-in Current Check in the current batch so others may work with it. All Batch metadata indexed is saved, but documents are not marked as indexed until a user commits the batch.
Saved metadata remains on the images/documents allowing Batches to be and checked –out as needed until all metadata is completed. Checking in a makes it available for other users to index. When checking in a batch, save any indexed metadata. Images/documents are not considered indexed until the batch is committed. Committing Batch: Commit a Batch by clicking the Commit button. The commit process releases the image/document to the searchable database. Only images/documents with complete metadata will commit. Unfinished images/documents will remain in the batch. When all images/documents in a are committed the batch will disappear. Pointers: A Pointer creates a virtual copy of the image/document, which is added to the batch for indexing. Pointers allow for a second set of metadata to be assigned to the image/document. Pointers make an image/document searchable on two sets of criteria. Multiple pointers are possible for one image/document. Deleting: Individual images/documents can be deleted. Entire Batches can also be deleted. Select image/document or batch and click the Delete button. Setting Preferences: Select DocFinity Menu/ Preferences/ Indexing. Select options that streamline indexing process. Click Save. Button Bar & Menu Items: Panel Menu Indexing options. Options vary depending on a user's Feature Rights. Save Metadata Save all metadata for all documents in the batch for future indexing. Rest Index the remaining documents in a batch with the metadata associated with the current document. Requires the Index Rest Feature Right. Index All Index all the documents in a batch with the metadata associated with the current document. Requires the Index All Documents Feature Right. Check-in Current Batch Check in the current batch so others may work with it. All metadata indexed is saved, but documents are not marked as indexed until a user commits the batch.
indexing.docx