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Document Manager Users Guide

imageIntroduction
spacer image imageWelcome to DocumentManager
spacer image imageAbout PortalsXpress
imageGetting Started
spacer image imageAdding a New File
spacer image imageDocument Check-Out
spacer image imageApplication Integration
imageDocumentManager Interface
spacer image imageDocumentManager Display
spacer image imageCut, Copy, Paste, Copy as Shared
spacer image imageSorting Items
spacer image imageNavigation
spacer image imageTree Control
spacer image imageShortcut Keys
imageUsing DocumentManager
spacer image imageOrganizing Files
spacer image imageData File Templates
spacer image imagePrinting to DocumentManager
spacer image imageScanning to DocumentManager
spacer image imagePost-Scan Editor for Scanned Documents
spacer image imageUndo/Redo Commands
spacer image imageDocument Indexing
imageDocument Check-Out
spacer image imageNow Checked Out
spacer image imageWorking with Documents Offline
spacer image imageAuto Check-Out
imagePadlocks
spacer image imageOverview of Padlocks
spacer image imageApplying, Editing, and Removing Padlocks
spacer image imageEstablishing Padlock Permissions
imageSecurity
spacer image imageSecurity
spacer image imageAccess Log
spacer image imageManage Users
imageInstallation
spacer image imageSystem Requirements
spacer image imageInstalling PortalsXpress
spacer image imageUninstalling PortalsXpress
spacer image imageCreating a Password
spacer image imageChange your Password
imageSubscription
spacer image imageSubscribe Now
spacer image imageGet More Storage
spacer image imageEnabling Document Indexing
imagePortalsXpress Integration
spacer image imageMessenger
spacer image imageContactManager
spacer image imageWorkflowManager
imageUsing Help
spacer image imageCustomer Service
spacer image imageContext Sensitive Help
spacer image imageUser Guides
imageGlossary of Terms
imageLicensing

Using DocumentManager - Document Indexing

PortalsXpress includes a document indexing and search feature that works much like a web search engine. Document indexing allows you to locate any object in your account almost instantly.

Document Indexing also allows you to associate additional searchable information to a file, including:

  • Summary
  • Subject
  • Author
  • Keywords
  • Notes


Document indexing is an optional service for your PortalsXpress account and must be purchased to be able to search indexed documents.

To search for documents, simply click the Doc Search toolbar button. The Document Search dialog will appear. Enter your search terms and click the Search button. Any matching documents will appear below the Digital Items section. The document name and file attributes appear in the results screen. Simply double-click the document to access the file.

Please Note: Document Indexing will not index Zip file archives. Compressed files do not contain data in a human readable format so keywords cannot be extracted from them.