Indexing and Storing a Document

After you upload the scanned documents form the scan window the documents should appear in your briefcase. From here you will want to index the document to finish storing it in your database.

First check mark the document(s) you want to index, if you click on the name of the document you can preview it in the right hand screen. Once selected you can select the indexing form you want to use from the left hand window. Below is an example of the briefcase with a document being previewed in the right window and a list of available indexing forms in the left window.

When you select your indexing form it will bring you to a new screen with your indexing form on the left and a preview of your document in the right window. Below is an example of this screen.

Next you will want to fill in all the keyword data for the document. Below is a list of options available in the indexing screen.

Icons	Functionality
	Exits the indexing form and returns you to the briefcase.
	Store the document. Will store the document in your database, if all the mandatory criteria to be stored is not meet an error message will appear.
	Remove all the keywords that were typed in the indexing form.
	Attach a text note to the document. This will carry over to the database when the document is stored.
	Attach a file to the document. This will carry over to the database when the document is stored.
	Save a sound note to the document. This will carry over to the database when the document is stored.
	Remove the document from the list of documents that will be indexed. The document will remain in the briefcase.
	Mass document updating. Selecting this will carry index values that you enter over to the next document.
	Forms. Lists all available indexing forms that you can use.
	Browse through the documents awaiting to be indexed.

Once you fill out the index information, store the document by clicking on the green checkmark. Once all the documents are finished you will be returned to the briefcase and the documents will be stored in the database.

Depending on your settings the document may remain in your briefcase after you index and store the document. If you are finished with the document you can delete it from your briefcase. You can also set the document to auto delete after storage by changing the settings in your user preferences.

The docubase administrator may also set the stored documents to delete automatically.