Picking Documents to Index in the Index App

Upon entering the Index App, you will be presented with the Batch Grid. This is where you will pick batches to Index.

It contains the following information by default so you can identify batches:

• Batch Name - The friendly name of your batches.
• Process - The process name of the batches' current process.
• Total Documents - Number of documents in the batch.
• Total Pages - Number of pages in the batch.
  
  
  NOTE: The total documents and total pages numbers are generated once a batch enters the step and does not update if you return to this page after making changes to those numbers during Indexing.

It also contains the ability to see All Batches assigned to you or My Batches which contains batches you have previously opened and locked.

Indexing Actions

In addition to the Begin Indexing button at the top of the page, each batch will have an Index button in its row.

Index Button

The Index button next to each batch will allow you to individually index items as needed.

1. From the KnowledgeLake Home Page, Select the Index App.
2. Now on the Batch Grid Page, click the Index button next to a batch.
3. Index the document and click Save.
4. You will then be returned to the Batch Grid Page.

Begin Indexing

The Begin Indexing button will push you through each document assigned to you, in order without returning you to the batch grid.

1. From the KnowledgeLake Home Page, Select the Index App.
2. Now on the Batch Grid page, click the Begin Indexing button.
3. Index each document using your Index Panel and click Save.
4. The next available document will automatically be opened until no more batches are left to index. You will then be returned to the batch grid page.

Delete Batch

The Delete button next to each batch will allow you to individually index items as needed if they have permission to do so.

1. From the KnowledgeLake Home Page, Select the Index App.
2. Now on the Batch Grid Page, click the Delete button next to a batch.
3. Click OK.
4. You will then be returned to the Batch Grid Page.