Indexing Toolbar Options

The indexing toolbar is located along the bottom of the panel. Lock

The lock next to each of the Keyword Type fields allows you to lock the current Keyword Value so that it cannot be changed. When the current page is indexed, the Keyword field holds the value from the previous document. If the Document Type is changed using the Document Type drop-down list, and if the locked Keyword Type is associated with the new Document Type selected, the value is filled for the Keyword Type in the new Document Type's Keyword Types. To change the value in a locked field, click the lock again and type a new value.

Note:If a Primary Keyword Value for an AutoFill Keyword Set is locked/unlocked, the Secondary Keyword Values will also be locked/unlocked.

Note:When using Keyword Value locks, there can be undesired results when changing the Document Type. A different

Document Type may share the same Keyword Types, but the Keyword Values can be stored on the second Document Type in a different Keyword Type storage structure. When switching between Keyword Type structures (e.g., a Document Type assigned a Multi-Instance Keyword Type Group (MIKTG) to a Document Type not assigned a MIKTG, and back again,) this may result in the Multi-Instance Keyword Type Group Values being re-ordered in the Indexing panel. This is expected behavior since the alteration of the method of storage from a MIKTG to regular Keyword Type fields cannot retain the relationship information between the values originally imposed with the MIKTG. For this reason, switching between Keyword Type structures is not recommended

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Note: In the table, the term 'unindexed document' means any document that was not indexed before you began indexing the current batch or before you last clicked the Index Documents

button .

Icon Description

The First Document button displays the first unindexed document in the batch, if it is not already being displayed. The Previous Document button displays the previous unindexed document in the batch, if it is not already being displayed.

The Next Document button displays the first page of the next unindexed document in the batch, if there is one.

The Last Document button displays the first page of the last unindexed document in the batch you are indexing.

The Index Documents button saves all indexing information provided during the current indexing session, or since the last time indexing information was saved. All documents indexed to this point will no longer be available for indexing by this method The Append Pages button appends the current document to the last, previously-indexed document. This option is available only when indexing image documents.

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The Create New Document button creates a new document from the currently displayed page in the document. For example, if you had a 5-page document, you could elect to create a new document from pages 3-5. To create a new document during indexing, select the page you wish to be the start of your new document (page 3) and click the Create New Document button.

Note:You cannot create a new document beginning with the first page of the current document.

Depending on your system configuration, you may be prompted with the Create New Document dialog box. Select the

Document Type for the new document and enter the appropriate Keyword Values for the new document and select

OK. If the Create New Document dialog box is not displayed, the newly-created document is displayed for indexing and the document from which it is created is moved to the end of the batch for indexing purposes.

Note:Unlike theOnBase Client module, the OnBase Web Client offers no method to create a new document by specifying a page range of an existing document during indexing.

The Delete Page button deletes the currently-displayed page from the selected document.

The DeleteDocument button deletes the current document

.

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The Undo button allows you to cancel your last deletion or append operation. To cancel an append, click the Undo button immediately after clicking the Append Pages button. The Undo option is not available once a new document has been indexed or navigated through.

Note:If you delete the last document in a batch, or append the last document, you receive the following message: You have indexed all documents in the batch and your last action(s) may be undone. Click stop or choose a new batch to complete the indexing process for this batch.

The Clear Keywords button clears the Keyword Values from their fields. Locked fields are not cleared.

The Stop Indexing button closes the open document, re- displays the list of batches, and discards any indexing information provided since the last time indexing information was saved. All Keyword Value information is removed from the

Indexing panel and the Document Type field is cleared. The same queue remains selected in the Indexing panel, but the batch is de-selected in the list.

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