Indexing Documents

Indexing Documents

Documents scanned and imported into Document Management can be easily indexed, making it easier to search for the documents later.

To index a document:

1. From the DM tab, select the document you would like to send from the Search Results list.
2. Click Index.
3. Add the properties you wish to index into the document.

Note: Required fields are Date of Service and Document Type. If a required field is missing the system will prompt you to enter it.

4. Click Save.

Note: To use index properties from a prior index, click Use Previous Index.