Add a document in the Indexing Queue to an existing file

A user can perform a search while indexing the document and add a document to an existing file.

  1. Click In-Queue.

  2. Select a project from the Projects list.
  3. Select the document you want to index in the Document Pane.

    Note: To index multiple documents, press Ctrl and then click the documents you want to index.
  4. Click Index.

  5. Type a value in at least one index field, then click Search.

  6. If multiple results are returned, select the appropriate file. The index fields are populated based on the file selected.

  7. Click Save.
  8. In the Document Import dialog box, edit the Original Date and Document Name if necessary.
  9. Click Save.