Using the Actions Option

The Actions option allows users to search through a specified source, select an entry, and automatically populate the metadata in the index panel. This reduces the need for manual data entry and ensures accuracy.

How to Use The Actions Menu

1. In the Index panel (either in the Index app, Scan app, or Upload app), click the Actions button.
   
2. In the search box, enter the search criteria in all the required fields, then click the blue Search button.
3. Look through the results to find the entry you're looking for.
   
4. Click to highlight it, then click OK to populate the metadata.
5. Once the metadata has been populated, click Save (or Upload if you're using this in the Upload app) to save the metadata. 

This is just a basic overview of how the Actions option can work. Requirements and search criteria will differ from what is listed here. For more detailed inforamtion on your specific use case, please contact your KL administrator(s).