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Quickly Store Documents with Similar Indexing

In the document tray, select all documents that you want to retain, click on the

If you want to store several documents for a single topic or project all at once, the Keep entries feature helps you save time: no need to enter the same index terms every time.

It’s common to archive multiple documents that are all similarly indexed, either because they all belong to a certain project or because they are simply different variations of the same document. To avoid entering the same index terms for every document, pick the Keep entries option found in the store dialog.

Here‘s how...

In the document tray, select all documents that you want to retain, click on the Store button and activate the Keep entries option in the store dialog.

In the document tray, select all documents that you want to retain, click on the "Store" button and activate the "Keep entries" option in the store dialog


Fill in the index terms for the first document and then store it. The next document is ready to archive immediately afterwards: It's displayed in the viewer and the store dialog opens already pre-filled, with the index terms from the previous document.

If necessary, you can change individual index terms – customizing them as needed to suit the current document. That’s it - you are ready to file it away! With a whole stack of documents this can save an enormous amount of time, nerves and input errors.

When customizing the index terms, you can use the other indexing aids provided by DocuWare, for example Select Lists for using existing or predefined terms or One Click Indexing for the transfer of terms straight from the displayed document.

One Click Indexing is the default tool when your document is shown in the viewer during storage. As soon as you move over the document, words, dates, and numbers are marked as an area. When you click on one of these areas, the content is transferred right into the active field of the store dialog.

 

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