Index File allows you to upload a single document from a file, and index it by attaching "keyword" values. If the document type corresponds to a Coins ERP+ record, this allows you to attach the document to the record by entering the appropriate keyword(s). Indexing in this way is also useful for storing documents that do not relate to a specific Coins ERP+ record.
To index a document:
Go to Index File.
Browse the tree on the left of the screen to find the folder where you want to store the document and the type of the document you want to upload.
Click Browse to browse your computer or network drives for the file you want to load.
Coins ERP+ displays the Index Document screen.
Enter a description of the document.
If you want to restrict access of the document using document groups, select the document group you want the document to belong to.
The remaining fields are keyword fields; the document type determines which fields are shown.
Enter values for each keyword that will allow you and others to search for this document in the future.
Keywords with a yellow background are mandatory.
If the document type corresponds to a Coins ERP+ record type, one or more of the keywords will be a unique key that identifies which record the document will be attached to.
Click
.
Keyword set up
Set up keywords using Keywords Maintenance.
Set up document types using Type Maintenance.