Index Documents > Enter Indexing Information of a Document

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You can index a document by either tagging it or by using data fields to store the documents indexing information.

To Enter Indexing Information or Description of a Document:

1.	Select a document from the List View pane, to enter its information or description. The document will now be displayed in the Documents Details pane. If you double click the document it will open in the Document Details window.

2.	By default the Information panel will be displayed on the left side of the Documents Details pane. Select a Document Type from the Document Type drop down if not selected. The Data Fields of the selected Document Type will now be displayed.

3.	Enter appropriate descriptive/indexing information of the document in the respective data fields.

4.	Click the Save button on the Information bar. Notes:

•	The Data Fields displayed in the Information panel depends on the Document Type that is selected for the document. You can create your own Document Types and Data Fields as per your requirements. for more info see, Document types.

•	You can also choose to Auto Save the indexing information. For steps, see Auto Save option in Options Window.

Copy/Paste text from a scanned document into an indexing field:

1.	Select a document from the List View pane. The document will be displayed in the preview pane.

2.	Expand the Information tab in the Document Details pane.

3.	Select the Document Type you wish to assign the document. The fields for the Document Type will be displayed.

4.	To copy text from a scanned document, in the Image Toolbar (toolbar displayed below the preview of the image) click the Select option as displayed in the image below...

This will enable the selection mode.

5.	Drag and select the area you want to copy text from.Once the area is selected, press CTRL + C.

6.	Now select the field in which you want to paste the text and press CTRL + V. The copied text will now be pasted into this field.

Notes:

•	The accuracy of the text detection depends on the print quality of the document which was scanned and also the quality of the scan itself.

To Enter Information about a Document by Tagging it:

1.	Select the document from the List View pane. The document will now be displayed in the Documents Details pane.

2.	Enter tags for this document in the Tag box of the Documents Details pane. You can add as many relevant tags as you want to a document by separating them with a semi-colon.

3.	Click anywhere outside the Tag box to apply the tags. Points to remember while tagging a document...

•	Enter words that describe the document. For e.g. email, fax, invoice, acme corp, etc.

•	Use words that a user would use to search a document.

•	Use the Undo button on the Information bar to undo the changes you made, in the Information panel.

•	You can use the Forward and Back navigation button on the top right corner of the Document Details window which can be used to navigate through the entire list of documents displayed in the List View pane.

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You can also modify the Document Type of multiple documents to a different (but common) document type. To do this, first select the documents. Then go to Document Details pane --> Information pane --> Document Type drop-down --> select the relevant document type from the drop-down. This will update all the documents with the new, common document type.