Upload documents to Vaultview

To upload documents into Vaultview, click the Upload button near the top left hand corner.

Then click the Choose Files button to browse and select documents. 

After you have selected documents to upload, click the Upload button. 

After the document upload completes the Document Indexing screen will load with your batch of documents ready to index. 

 To index documents, select the corresponding Cabinet for the document in the viewer from the Select Cabinet menu in the upper right hand corner. 

Then enter the document index information into the corresponding index fields. 

If needed you can adjust the document in the viewer to get a closer look, just select one of the zoom options at the top of the viewer and adjust as needed. 

The page thumbnails can be used for navigation by page selection but may also be closed by simply clicking the handle in the middle of the vertical bar separator. 

When document indexing is complete, either Click the Enter button on your keyboard, or the Save button in the lower right hand corner.

This will complete the indexing process for this document and automatically load the next document into the viewer for indexing. 

A confirmation dialog is display to confirm that the document indexes were saved successfully. 

To delete a specific document from your batch, simply right click on the document and select delete. 

To delete the entire batch you can click the delete button at the bottom of the batch list.

You can also right click on the batch in the batch list to delete the entire batch. 

Users may leave the document indexing page at any time and return later to finish indexing their documents.

The attached documentation explains how to manually upload documents to Vaultview.