Index a document

There are two methods for indexing new documents. Quick index using the document details or bulk index using the Pending documents section. The quick index using the details form is best suited for single documents shile the pending documents section allows you to index multiple documents with like details.

From the "Scan/Import section you can right click on a thumbnail image and choose "Details" from the menu.

The details shown are the file ID, file name, file type, size, and image information.
You will need to choose a document date, document type, and notes. The document date is usually the date on the first page of the document. The document types are chosen during the initial setup of your application. Once a document type is used it cannot be removed. New document types can be requested through your supervisor. Notes can be any text that you want to be able to search through later.

Once you have entered the necessary information click "Save and Index". The document and the information will be sent to CDP. If you receive any errors please contact CDP for assistance or use the "Support" link from the menu above.

From the "Scan/Import" section you can select as many thumbnails as you wish to index. Since "Pending" documents allows you to set index values you will not have to select any index values at this time. To select thumbnails from the viewer, you can hold the control key on your keyboard, click on each thumbnail you want to index, and release the control key when finished. Now click on the "Accept" button and each selected thumbnail will be moved to "Pending". You will then be changed to the "Pending" section.

All documents that were chosen should be shown in the "Pending" section now. To index documents from here, select each thumbnail you wish to index, choose a document type, document date, and any keywords or notes. Click the "Save" button on the bottom right corner, and click "Submit Changes". The documents may take several minutes to upload depending on your Internet connection and the file size.