Modify an Index Set - Add, Remove or Modify a Field

This Help topic refers to the following editions:

þ Enterprise þProfessional þ Personal þ Small Business

 

Modify an Index Set from the Column Header Bar of the Document List View. right-click the Column Header Bar to display a menu to Add or Remove Fields and change Properties.

 

Use the Column Header Bar right-click drop-down menu to reach the Add Fields dialog box and Field Properties dialog box

 

To Add a Field to an Index Set:

Select the Add Fields item from the right-click menu on the Column Header Bar to bring up a dialog box with a list of all the fields available to add to the Index Set.

 

Add fields by dragging the required field up to the Column Header Bar for placement

 

The fields in the list consist of user-definable fields (Currency, Date, Integer, Text String, and Memo) and system default fields that cannot be changed. Drag and drop the field to add directly to the Column Header Bar. Move the field to its display location by dragging it into place on the Column Header Bar. right-click the newly added field and click Properties to change the field’s properties.

 

The system default fields include;

Accessed - the date and time the document was last accessed

Checked Out By - the user who has checked out the document

Date Checked Out - the date and time the document was checked out

Document Viewer - displays the document viewer associated with the document

Export File Name - displays the user-defined file name that will used when the document is exported from DocuXplorer or attached to an e-mail.

Index Set Name - displays the name of Index Set associated with the document

Maximum Version - displays the maximum number of versions that can be created for the document

Reason Checked Out - displays the memo note added when a document is checked out

Size Bytes - displays the size of a document in kilobytes

 

Tip:

Users might find that adding a system field such as Accessed, with the date the document was last accessed may be valuable in sorting and searching for documents in a folder. For instance, if you were looking for all the documents in a folder that were accessed today you could sort the Document List View by the Accessed field to easily find those documents.

 

To Remove a Field from an Index Set:

Drag and drop the field off the Column Header Bar. The field is then replaced on the Add Fields dialog with its new display title and available for use and modification again.

 

To Modify the Properties of a Field:

right-click the field in the Column Header Bar of the Document List View and select Properties from the menu.

 

Tip:

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