Editing the Index Data of Documents
The administrator can specify that users are not allowed to edit the index data of documents or individual fields.

- Select a document from a hit list, folder window, or the filing tray.
- Click Edit index data.
The data sheet will now open.
On the tabs you will find the index data of the folder, register, and document.
- Edit the index data.
You can edit the index data of the document, folder, and register. - Confirm the changes by pressing OK.
The index data will be modified.
If another user changes the index data after you opened it, the corresponding message will be shown. You will need to reopen the index data if you want to make changes.

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Copy |
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Paste |
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Previous index data |
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Next index data |
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Open |
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Open location |
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Reset page |
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Print Tables on datasheets cannot be printed. |
You can change the index data of multiple documents of a single type simultaneously. If you select the documents and open the index data, an empty data sheet is shown. The index data will be displayed for fields that have identical indexing. Fields that you do not edit will not be changed. If you enter a value into a field, the index data of all documents will be overwritten with this value.
If you enter values beginning with a '+' in the fields, the new values will be appended. Values with a leading '&' are placed before the existing index data.
The index data will be deleted if you enter a '-'.
To make changes in batch mode, you will need the 'Client: Execute changes in batch mode' system role. When changing the index data of multiple documents at one time, mandatory fields, key fields, and read-only attributes will be ignored. Add-ons will also not be run.
In fields of type 'Rights group control', values are always sorted when displayed. Thus, '+' and '&' function the same. Multiple values are separated by a semicolon. Users must be specified using '(U)', and groups using '(G)'.
Users and groups can also be removed.
Example: -user(U); group(G)
The values are ignored if there are no groups or users.
You cannot index tables and multi-fields. It is also not possible to make changes in batch mode to objects in the filing tray.
In the data form of a document, only the index data on the first page is displayed in multi-fields. If other pages are indexed, a semicolon and three dots (;...) will follow the value. Click Catalog to edit the index data.
Changing the Archiving Property
Based on the settings (see 'Document Display Window'), documents either receive the Approved for archiving property or the Not approved for archiving property during capture. If the administrator has not already archived documents in an audit-proof manner, you can change this setting.
Documents without pages cannot be archived in an audit-proof manner.

- Select documents from a hit list or folder window.
- Right-click to open the context menu.
- Select Approved for archiving or Not approved for archiving.
The archiving property of the documents will be changed, and the view will be refreshed.
You will need to have writing rights for index data and the document as well as the 'Client: Change archiving status' system role.
If you want to set the approved for archiving or not approved for archiving property for all documents in a folder or register, select one or more folders or registers and set the property via the context menu.