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InsDoc allows you to configure custom indexing templates called document types. Each document type can contain any number of user-definable index fields. The fields can be setup for text, dates, or even as drop down lists. For example, you can build a Contract Document Type that contains a Contract Number field, a Vendor Name field, and a Contract Type drop down list.
You will choose your document type when you scan or import files into InsDoc and when you search for files saved in the system. Document types make it easy to index (tag) documents with the information you need to find them quickly and efficiently. |