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Basic Usage
Inboxes offer a flat, simple interface for accessing documents. Inboxes are intended to be temporary as users are working with documents for filing or other purposes. There are no search capabilities and documents are listed with only their basic properties and a standard grid.
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While Inboxes have no concept of Indexing, the do display and allow for editing of a file's name. The File Name field is a true reflection of the file's name in Windows. So if a file named 00000001.pdf was imported to an inbox, the File Name field would have the value 00000001. File names can be helpful to users, so in cases where documents sent directly to an Inbox from GlobalCapture, it may make sense to name the file with some relevant descriptive text. The File Name can be edited by a user. Click the Edit button in the toolbar and double-click the file name field in the grid.
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Indexing
In most cases, documents from an Inbox will be indexed to an Archive at some point. Select one or more files from an Inbox and choose Index from the Action menu. Choose a destination, and a familiar GlobalSearch Viewer will display, with the fields from the selected archive.
If you are indexing multiple documents, or you need to switch the targeted Archive, click the Action menu in the Viewer, then Switch Archive.