Index Browsing allows users to browse folders to find documents. The Index Browser is located in the Search Panel. Documents can be selected by expanding the virtual folders.
These folders only show when there are documents that reference them in the system. As you scan in, the folders will automatically be generated.
This is a high-level view of the document types in your system.
To retrieve a document using the Index Browser:
- Locate the folder you wish to expand in the Index Browser
- By clicking the arrow icons, you can expand and contract their contents
- Click on the folder of your choice and follow the contents until you reach the document you are searching for
What is an Index Field?
DynaFile is an Indexed, virtual filing cabinet. Documents that get stored in the system are categorized by various taxonomies called Index Fields. Administrators have complete control over Index Field values within DynaFile.