Once you have separated the original document(s) into new, unique document(s), each of these documents must be indexed.
To index the newly created unique documents:
-
Select a document in the Separation Workspace. Each unique document consists of a row of thumbnails; each thumbnail represents one page of the document.
The selected document is highlighted in the Separation Workspace. In the example below, the second document in the Separation Workspace is selected.
-
Use the Keyword Panel to select the Document Type Group, Document Type and Document Date of the selected document.
These fields are automatically populated with the values of the document from which the currently-selected document was created.
For example, if the current document was created with pages from the original document, then the Keyword Panel would be populated with the Document Type Group, Document Type and Document Date of the original document. If the current document was created from pages from another new document, the current document would inherit the indexing information from that document.
This automatically-populated indexing information may be modified or discarded.
-
Once a Document Type is selected, Keyword Type fields are displayed in the Keyword Panel.
If the Document Type of the current document is associated with Keyword Types that were associated with the document from which the current document was created, then the current document inherits those Keyword Values from the document from which it was created. This automatically-populated indexing information may be modified or discarded.
Use the keyboard and/or mouse to modify the automatically-populated fields or to enter values into empty fields. Depending on your configuration, documents may be indexed with the aid of AutoFill Keyword Type Groups, Keyword Type Groups, Multi-Instance Keyword Type Groups, Keyword Data Sets, and/or Cascading Data Sets.
- Click Clear Keys to clear all values entered in the Keyword Type field(s). Click Clear All to clear all fields in the Keyword Panel for the selected document.
- Repeat steps 1-4 for each document in the Separation Workspace.
-
Once each document has been indexed, click Save and Close to save all documents to OnBase and close the Document Separation window.
A confirmation dialog box is displayed, warning you that the changes to the document(s) cannot be undone. Click Yes to continue, or click No to return to the Document Separation window.
A message is displayed asking you if you would like to delete the original document(s). Click Yes to delete the document, click No to keep it.