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How to add index fields to document classes

Index fields are data attributes or labels that you can assign to your documents or workspaces. For example, you can create index fields for a part number, cost, or supplier name. Index fields can be assigned to document classes so you can organize and search for data attached to a document category. Administrator access is required to add index fields to document classes.

  1. Open Vistapoint Configuration under Start > Configuration.
  2. Click on Document Classes.
  3. Double-click to open the document class you wish to edit.
  4. Select the tab Index Fields.
  5. Select the index fields you wish to add from the property definitions table on the right side.
  6. Click Copy.
  7. In the left panel, order the index fields in the order you want them to appear in Vistapoint.
  8. Click Save.

To add index fields view the following article:

How to add index fields

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