You can add a document to a Document Type by dragging a document and adding it to that Document Type.
To Add a Document to a Document Type
|1.||In Globodox, select Workspace > Document Types in the Navigation pane. |
|2.||Select a Document Type from the Document Types node to add a document to it.|
|3.||Click the New button of the Home tab to add a document. The New Document window will now be launched.|
|5.||The Information pane will now be displayed on the left side. Enter appropriate descriptive/indexing information of the document in the respective data fields.|
|6.||Click the Save button on the Information bar to save the information.|
You can now relate this document with a Stack, from the Information pane. For more information, see Relate a Document to a Stack.
|•||To view documents based on their types, in Globodox main window expand the Document Types node in the Navigation pane and select a document type (e.g. Invoice). All the document that have their Document Type set to Invoice will now be displayed in the List View pane.|
Document Details Window
Edit a document
Create a New Document
Automatically Index a document
Automatically Index a stack
Recognize barcodes on documents