Create a New Index Set

This Help topic refers to the following versions;

þ Enterprise þ Professional þ Personal þ Small Business

DocuXplorer Enterprise and Professional users can create an unlimited number of Index Sets.

DocuXplorer Personal user can create up to 2 additional User-Defined Index Sets.

To add a new Index Set:

• Click on Index Set Tools button of the Icon Toolbar and select Create from a Template

• Select a previous Index Set to use as a template from the drop-down list or use the default All Documents Index Set

• Type the name for your new Index Set

• Click OK

• Modify your new Index Set by using the drop-down menu from the Column Header Bar to Add Fields and set Index Field Properties .

Tip:

• By default an Index Set's properties; users, groups and permissions are set to your Library security default. When creating an Index Set administrators can modify as needed permissions for the new Index Set.

• New Index Sets are posted across a Library. Modification to an Index Set after creation is accomplished using the Column Header Bar of the Folder Contents List View.

• The Subject Field in an Index Set can be modified but not deleted.

• The Subject Field is the one field from any Index Set that will always be visible when a Folder Contents List is set to display "All Documents" - it should always be filled with data relevant to identifying that document.

• Users can not create two fields with the same name in an Index Set

See also:

Modify an Index Set