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boost your knowledge equitydocumind software solutions
first steps with documind bs & cs-> things to consider
first steps with documind business solution and documind corporate solution

After installing the Documind server and at least one client, you are ready
to import documents.

Documind uses archives to structure its contents. You can create one
archive per subject that you deal with, or put all your documents into
just one archive, depending on your needs.
Before creating an archive, you should consider the following points:

  1. Who is supposed to have access to your archive? (the answer to this
    question may be decisive of whether or not to create more than one
    archive, in order to grant access to archives based on user groups)
  2. Will you be needing additional index fields to classify your documents,
    or will fulltext search be sufficient, i.e.: will all information be contained
    within the documents that you import?
    If you need additional information, like filenames for example, you can
    add them as a custom index to your archive upon creation time. Documind
    knows a variety of different index types, some of which can be filled out
    automatically during import:
  • file name (with or without fully qualified path)
  • user name
  • pre-defined text (as defined by the administrator when creating the archive)
  • import date
  • file date
  • pre-defined date (as defined by the administrator when creating the archive)
  • file size (in bytes)
  • pre-defined signed/ unsigned integer values (as defined by the administrator
    when creating the archive)

You may, of course, make use of manual indices to be able to classify your documents.

nota bene: You can decide if an index needs to be filled out by the user (mandatory index).

The following index types exist:

  • text
  • date
  • integers

These access rights can be granted to an archive:

  • search
  • search and import
  • search, import & administration


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