Batch Upload

1. Select the Indexing Workspaces menu.

   
 Figure 1: Location of “Indexing” in Workspaces menu

2. Start the Batch Upload Process: Select the Upload icon in the Batches panel.

 Figure 2: “Upload” icon location in Batches panel

3. Select files to upload: Choose your file(s) or drag and drop the file(s) that you want to upload.

 Figure 3: Start file upload process

4. Successful Upload: A message and a green check mark next to the file(s) will appear to signal a successful upload. Select Close.

 Figure 4: Update of document being successfully uploaded

 

Batch Index Process

5. Start the Batch Index Process: To locate the file(s) to index, select My Uploads from the Batch panel to access documents that were previously uploaded.

Figure 5: Locate uploaded documents in Batches panel

6. Select the file(s) you want to index and double-click to open.

1. The most recently uploaded files will default to the top of the list, but the grid is sortable.
2. Files can be indexed one at a time or in groups

 Figure 6: Select files to index from batch

7. Add metadata in the Index panel. Note: Any field with an * is a required field.

1. When doing Batch Uploads, One does not need to add all the data at this time.
2. One may add some data and then select Save it, then finish it later.

 Figure 7: Demo Index panel of “applicationhost.config” file

8. Select Commit Batch. This will make any documents with complete metadata discoverable via Search. Note: Only committed documents are searchable.

1. Index Rest will apply the selected metadata to the current file and any files below it in the Batches panel.
2. Index All will apply the selected metadata to the current file and all others in the Batches panel

     
    Figure 8: Select “Commit Batch” button in top panel

    NOTE: There is a user preference that adds flags in search results to quickly show which documents are checked out for editing.

     
     Figure 9: Demo Preferences panel, “checked-out for editing” and “locked for editing” checkboxes