Softology

User Help Index

Amend Index Data

Permissions must be set to allow a user to amend index data for a given Document Type.

From Document Explorer select a case from the results section.
Right click on the selected case and choose Amend Index Data or click the Amend Index Data icon from the toolbar.

From SoftView click the Amend Index Data icon from the toolbar.

A sub screen will be displayed detailing the Document Type, the case number and the index data associated with the case.

Make the alterations required. Alterations are subject to rules specified by the system administrator.

Select the Update button to accept and update the database with the changes made.

Select the Exit button to discard any changes made.