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When you open the Document Viewer, you will see the Index Field Pane panel on the right-hand side of the application. The index fields reflect panel reflects how the document was filed within the system through the use of text, character, date and dropdown lists. If you have configured your system to support table data, it will appear in a separate panel along the bottom of the application., numeric, and decimal fields. 

There are several options for indexing documents into GlobalSearch. You can type in your data and use your mouse pointer or keyboard TAB key to move from Field to Field. With v5 KeyFree Indexing, you can add data with a click of your mouse button through OCR assisted indexing. You can also share information with other databases sources through Data XChange/ . Finally. the process of indexing data can be fully automated as part of a Workflow process. Refer to v5 Edit Data and Documents for details on indexing documents.


If you have configured your system to support table data, the table will appear in a separate panel along the bottom of the application, after the user clicks the Line Items button in the Index Field panel.

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Opening and Closing the Index Field Panel

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