Using the Auto Index feature

  1. From the list of applications, select the required application, click file cabinet drawer icon in the toolbar, and then select Manage Batches.

    In the Manage Batches page, you can view the list of Uploaded Batches for the selected application.

  2. Select a document or a batch from the list and then click Index on the context menu. The first page in the batch appears in the Document Viewer.

  3. Specify adequate index data to limit the number of matches from the Auto Index table to one or few records.

  4. Click the Auto Index icon on the index toolbar.

    Note: If you do not specify any data, ApplicationXtender Web Access retrieves all the records from the auto index table.

  5. From the Auto Index Result dialog box, click the record whose index information you want to use, and then click SELECT.

    The index fields are populated with data from the selected Auto Index record. If only one matching record is found, ApplicationXtender Web Access populates the remaining index fields with the relevant data. If no matching records are found, an error message appears.

    If you want to delete document indexes from the Auto Index Result dialog box, highlight the relevant records and then click the Delete icon.

  6. Click SAVE.

    After the Save operation, you can modify the index data, if required.