Point & Click Drag and Drop Indexing

Either

A document (or multiple documents) may be sent to Point & Click Drag and Drop Indexing via e4DM Index.

A document (or multiple documents) may be sent to e4DM Index by either Drag and Drop or by Send To.

NB. The original document will be moved to the relevant e4DM volume once indexed.

The required index template is selected within e4DM Index (the last accessed index template is selected as the default by the system).

The Point & Click Drag and Drop index screen is then displayed.

Point & Click Indexing allows manual indexing of items from disk. The user may click on the index data displayed to index a document.

Data Entry

The index template is preselected.
Select a different Index Template to use if required.
The template is preselected via the e4DM Index selection.
Once a template is selected the user may click on the tree index data displayed according to the rules established in the index template.
Use the left mouse click to navigate the tree to the index point.
Once at the index point the document can be indexed using the available buttons.
If the document is to be indexed to more than one index point then navigate to each index point in turn using the left mouse click and once reached use the right click to add to a list of index points for this document.
The current index point is also displayed on the status bar at the bottom of the screen.
Multiple index points are displayed in a list towards the bottom of the screen.

If the user has permissions to route new cases then the option to Send To in-trays is available.

Free Text
Any text entered in this box is associated to the relevant database field as configured by the system administrator.

Index Items Individually
If multiple documents are to be indexed in one go and if

this is checked then each document is indexed as a separate case with the index data entered.
this is not checked then each document is indexed to one case with the index data entered as a separate page.

Buttons

Index
Indexes the current document against the chosen index point(s).

Additional Page
Indexes the current document as a continuation sheet of the last indexed item. This button is only active if the Index New Document button has been clicked at least once before within this batch.

Index All
Indexes all document within a selected batch automatically as one item with the entered index information.

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