Documents can be indexed to You can capture and index documents from Windows Explorer® to Archives using the standard drag-and-drop method. Unlike the Import Files method, with drag-and-drop you can If you select multiple files for import at one time. , you can choose to capture them with the same indexing information (such as when you import a batch of invoices from the same vendor) or you can assign each of them different information. While GlobalSearch responds to standard drag/-and-drop requests from Windows, but it 's is import to know that not all drag-and-drop operations operate drop operations function in this manner. If you are interacting with web pages, or other applications that do not support standard drag/drop requestsstandard drag-and-drop requests, you may first need to first download any files before dragging your files to Windows and then drag them to GlobalSearch.
1. To drag documents into GlobalSearch, in the Archives Pane, ensure the target Archive is in view . The target Archive in the Archives Pane. (It does not need to be selected.
In Windows Explorer, or from your desktop, select your files.
Drag files )
Select your files in Windows and drag them to the target Archive in the Archives Pane. You will notice a color change, and a selector will show around the Archives as you hover, indicating the Archive that is currently targeted for a "Drop" operation.
When files are dropped on an Archive, the Index Documents window will display.
In the Index Documents window, enter in the Index Field data for the selected file, or for the first of multiple selected files.
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If you drop files into the Same archive without switching archives in between, index data will be retained between operations. |
The save options will be different depending on whether one or more files had been selected:
With only a single file, you have the option to Cancel or Save only.
With multiple files, you have the option to save and move to the next file, or you can save all documents. Saving all results in all documents saving with the same index data. Cancelling on a multiple document drop operation cancels all subsequent file indexing. Any files that had been previously saved will remain indexed.
As you are indexing, click Hide Document if you wish to close the Document View Area.
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. When it is highlighted, drop them in.
In the Index Viewer that appears, enter your indexing data and click Save.