DocuWare Tips: 3 Types of Document Indexing

Do you want to get even more out of DocuWare? You've come to the right place. Here's what you need to know about a key step in the document management process--document indexing--and three ways you can use DocuWare to get the job done.

Simplify Document Indexing with DocuWare

DocuWare can do a little bit of everything. It improves organization, simplifies communication, modernizes your record-keeping habits, and more--but before any of that can happen, you need to focus on document indexing.

Document indexing is the way your files are organized in your system. DocuWare gives you three basic options for indexing, which means you have the flexibility to choose an approach that works best for your workflow, team structure, and project needs.

Three document indexing approaches

Full-text indexing

Full-text indexing means the system reads and understands your entire document. That means you can search for a date, keyword, or entire phrase and DocuWare can help you find it in a single file or across your entire database.

Field-based indexing

In field-based indexing, your system only focuses on certain elements of a document--like customer name or invoice number. You can then search based on these specific fields.

Metadata indexing

Metadata indexing is based on information automatically captured at the time of a document's creation. With this approach, you can quickly find files based on when and where they were created and by whom.

Which is right for you?

The good news is that you don't have to choose a single document indexing approach. Instead, DocuWare allows you to mix and match to your heart's content--that way, you can index files based on what works best for your current needs. This allows you to adapt your approach based on growth, user preferences, project goals, and more.

Conclusion

There's a lot to know about document indexing, but DocuWare is here to help. With three simple approaches that can be customized to fit your preferences, DocuWare makes indexing a breeze.

Ready to start organizing your own files? Contact us today to get started with DocuWare!

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