Profiling

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Profiling

Docsvault allows you to set custom index fields and enter index values when creating a folder or uploading a document for easy categorization, search and retrieval.

 

When you upload a document to Docsvault you have an opportunity to select a profile for that document. Once you have selected the appropriate profile, you would want to enter additional information about the document

 

 

Assigning Profile and indexes.

 

You can assign profile and multiple index values to documents as well as to folders

 

Assigning profile while uploading documents

You can assign a profile to the documents in the Upload dialog, which is displayed when documents are uploaded into Docsvault

Select the Profile from the list. The fields will change depending on the profile you select

Fill in values to the corresponding index. You can add multiple values for a index by clicking on the plus sign.

All fields marked with icon mallet indicate that those fields are mandatory and must be filled in

Apply To All Uploads will apply the indexes values to all the documents being uploaded in this batch

Click the Upload button to start uploading files

upload-profile

Assigning Profile and Indexes.

 

 

Changing and Editing Profile and Indexes

 

Select a document/folder from the Docsvault web interface

Right click on the selected document to open its context menu and select Properties OR

  Click Document Profile icon in the right panel and click on the edit profile icon.

In case you want to change the Profile. In Indexes tab, select a Profile from the drop down list. Corresponding indexes are displayed in the index-value table.

Assign appropriate values to the indexes.

Save the changes.

 

editprofile

Editing Profile and Indexes.

 

note Note:

When a document is copied or moved to some other location within Docsvault web client interface, the profile associated with it and all its corresponding property values will persist.

 

 

You can create and edit Profile/Indexes from Administration menu. For more information, see Profiles and Indexes in desktop client manual