Indexing Documents in v4.6

Using DocuNECT v4.6


Documents can also be indexed in batches, which is useful for tracking large volumes of documents. When documents are loaded into DocuNECT from any application they are added to a batch. The batch can have different status to indicate where it is in the document lifecycle.

Accessing the Inbox

To access the batch indexing, log into the web and click on the Inbox tab as shown below:

46WebInbox.png

The click on the Document Indexing Tasks link and a list of cabinets will be displayed that you have access to. Click on the cabinet that contain the documents you want to index.

46WebCabinets.png

The Batch Manager

DocuNECT is designed to manage large volumes of documents to the batch manager can display a number of batches at any particular time. By default the manager displays only the batches that need to be indexed.

46WebBatchManager.png

You can also change the filter to display batches in a different status:

46WebBatchStatus.png

Creating a Custom Batch Report

From the batch manager click on the Custom Report link and the report definition screen is displayed. Select the fields you want to include in the report:

46WebCustomReport.png

On pressing the Submit button the report will be generated in a PDF format and displayed in the browser:

46WebCustomReportDisplay.png

Editing the Batch Information

You can edit the batch information to change the status of the batch and also provide a label for reference purposes.

46WebBatchEdit.png

Indexing a Batch

When you click into the batch from the manager it displays the current contents, including the indexes. This is useful to see the information "at a glance" especially a lifecycle has been configured to extract information automatically.

46WebBatchContents.png

Press the Index button to go access the indexing wizard to index the documents.

46WebBatchIndexing.png

Escalating a Document

If there is a document within the batch that you cannot index, you can escalate it. You also get an option to either move the document to an error batch, or just assign the document to another indexer.

46WebEscalation.png