This Help topic refers to the following editions:
þ Enterprise þProfessional þ Personal þ Small Business
The Document Window displays index information along with its document attachment. The attachment can be a scanned document image, an imported image file, documents printed from a Windows program directly into DocuXplorer using the DocuXplorer PDF Print Driver or an icon representing an Associated Application Document. In the Document Window a user can also create a new document from an existing document.
You can change the display of the Document Viewer Window by moving the borders of the panes on the screen. For example, point to the right border of the Index Information Pane, and when the pointer becomes a double-headed arrow, drag the border to the left or right.
Image attachments can be annotated and edited in the Image Document Window. Users with permission to add documents document can create a new document from specific pages of an existing document.
The Associated Application Document Window displays the document's index information and either a preview of the document or an icon representing the document's associated application. File types that can be shown in a browse can be displayed in this presentation otherwise just an icon is shown to represent the document.
Associated Document Viewer sample showing Microsoft Word
Associated Document Viewer sample showing Adobe PDF
This document type allows a user to create a document without an attachment. This feature is valuable when you need to create a searchable record in DocuXplorer and you do not have a paper document or electronic file to associated with it.
The Information Tab contains the index fields associated with a document. The Index Set determines the Index Fields displayed and the display for each document.
The Text Tab contains any memo information entered as well as any OCR text for this document. In the Text Tab users can add memo information or edit OCR text results.
Tip:
It is recommended that no more than 5 Document Windows at a time are opened at a workstations. If you open 6 or more Document Windows you will be asked if that is really what you want to do.
Documents are profiled with index information entered in an Index Field. Index Fields are assigned to Index Sets. Index Sets are created to profile a particular type of document (invoice, contract, etc.). When adding a document or changing a document’s associated Index Set choose the appropriate Index Set from the drop down list on the toolbar.
To open computer-generated documents you must have a copy of the original program installed on your computer workstation.
To save and close an Attachment document you must close the document’s native program before closing the Document Window.
Document extensions (i.e. document.doc or document.xls) must be associated with a program in the Windows Registry to open them. To associate document extensions with a program see the operating system or Windows Explorer help.