Set up document records

When you import content to PSIsafe Desktop, the Add Record section appears below the Managers and Templates pane. These records pertain to information for single or multiple pages within the document, and the recorded information is up to you and PSIsafe Desktop administrator configuring the template. Adding multiple records may or may not be necessary depending on your business needs.

If document-level indexing information is only required on a limited basis for your business needs, consider reducing the number of index fields within your template, or making multiple versions of a template which has extensive fields and few fields respectively. The purpose of these fields is not only to associate specific indexing data with the filed content, but also to enable administrators to export, migrate, and import this same metadata in the form of document-level indexes to and from other platforms that suit your business needs.

After the filing process is complete, you can edit these records at any time using the Edit Document Data option.

For more information on document records, see Document records,