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You can change the default to hide documents using the User Settings; just disable Automatically view document when indexing on the General tab. As you are indexing, click Hide Document if you wish to close the Document View Area. Do this when you do not need to reference documents while indexing, as the dialog will be more compact and load somewhat faster. Note that the Index Viewer defaults to Hide Document when you are entering ones whose file type is not supported for display in the Viewer (like audio files).


Index Documents

  1. To add or update indexing data while importing, Add, edit, or delete indexing data in the same way as in the Document Viewer. You can enter data directly into Index Fields, select from a List or, with a document open the Document View Area, click click KeyFree to  to populate Fields. 
    If you drag, scan, or import other files without switching Archives, your last-saved indexing data is retained for you. This is useful when importing a batch of documents, such as invoices from the same vendor.

  2. When indexing multiple documents, enter, edit, or delete indexing data for the first file and then either use the same data for all of the documents in the batch or enter different data for each document.

  3. Click Clear to remove any data in the Index Fields. A document can be saved into GlobalSearch without indexing data in a Field (assuming that no Fields are required for that Archive, those must have data).

  4. To index a single document, click SaveTo index multiple documents, either click Save (All) to save all documents with the same indexing data or Save and View Next to index each document separately and proceed to the next file. 
    Note that if you click Cancel instead on a multiple document import, it cancels all subsequent file indexing. Any files that had been previously saved will remain indexed.

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