You can index batches when you upload them, or later, by selecting the batches from the list of uploaded batches for an application.
Depending on when you decide to index a document, perform one of the following:
To index a document immediately after you upload it, click the New Document icon on the Batch toolbar.
To index a document from the list of uploaded batches:
Select the relevant application.
Click file cabinet drawer icon and select Manage Batches.
On the Manage Batches page, you can view the list of Uploaded Batches for the selected application. The batch state indicates the status of the batch. Batches that are available for indexing show a status of Idle. When a batch is selected for indexing, its status automatically changes to Indexing.
Select a batch from the list and then click Index on the context menu.
Note: The batch state automatically changes from Idle to Indexing (you can view the state in the Uploaded Batches list). This state prevents other users from accessing the batch.
For the first page that appears in the Document Viewer, type the appropriate information from the document into each index field.
You can also use the Select Index option to populate the index fields. For instructions, see Using the existing index data.
Note: It is recommended that you populate all the fields for which data is available to make the document index as complete as possible.
To clear the index information and retype new data in the fields, if required, click the Clear Index icon on the index panel toolbar.
After you finish providing the relevant data, click SAVE.
Note:
If you have indexed a document, all the pages in the document inherit the index data. The ApplicationXtender repository stores the electronic file and its index information.
If you have indexed a batch, the current page is indexed and saved as a new ApplicationXtender document, and the next page in the batch appears in the Document Viewer. You can attach more batch pages to this document or create a new ApplicationXtender document to index the remaining pages.
You can modify the index data after the Save operation, if required. Click MODIFY to edit the index fields. Modify the values in the index fields as necessary, or use the Select Index feature or the Copy/Paste Index option to use an existing index data.
For more information, see Using the existing index data and Additional operations for a batch.
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