Document Management Help

Change the current record ID without opening a new Document Management window


  • NOTE: Bulk Index priveledges are required for this function. Please check your security settings to verify you have these permissions
  • At the bottom left of the main Document Management window, the record ID for the "Current Document" is show
  • Single click on the number to the right of "Current Document:"


  • A window will appear prompting for the new record ID.
  • Enter the new record ID and click the "Save" button
  • To be warned if the record exists in Document Management, check the box "Warn if other document index does not exist"


  • A message will be presented verifying the changed record ID
  • To continue with the change click the "Continue" button
  • To cancel the record ID change click the "x" in the upper right corner of the window
  • Once continue is clicked the new record ID will appear next to "Current Document" in the main window