The Index Manager : Location, Content and Security Group Editors

For full details please see the Assigning Content And Location Categories and Security Groups sections of the Pro addendum Help documentation.

Category/Group List

Adding new items

  1. Click the Name field on the new row (marked by *) and type the name for the category or group you would like to create.
  2. (Optional) Click the 'Auto Assign Path' column and enter a string that will be used to identify matching paths - see 'Auto-assigning documents' below for details.

Deleting items

  1. Select the row you wish to delete.
  2. Right click the row and select 'Delete Item'.

When deleting a category or group that has documents assigned to it you will be asked whether to unassign them. Clicking OK will unassign them from the category or group, if the document doesn't belong to any other category or group it will be assigned to default.

Document List View

Assigning/unassigning documents

Documents can be assigned/unassigned manually to each category or group from the Document List View.

    Assigning

  1. Locate and select the document(s) to be assigned.
  2. From the drop down box select the category/group name to which documents should be assigned.
  3. Select 'Assign Selected Documents'.

    4. Documents that have already been assigned can be assigned to additional Content categories or Security Groups by locating selecting the category/group name containing the documents and following the steps above.

    Unassigning

  1. Locate and select the document(s) to be unassigned.
  2. Click 'Unassign Selected Documents from ...'

Auto-assigning documents

By adding an Auto Assign Path to a category or group, documents can be automatically matched based on their path.

  1. Enter the name of the category or group you would like to create.
  2. In the Auto Assign Path column, enter the string that will be used to identify matching paths.
  3. To automatically assign pages that have already been imported, click 'Auto Assign Documents'.
    Note: To reassign documents that have been assigned to a different category or group select 'Auto Reassign All Documents' by clicking the arrow on the right hand side of the button.

Any documents imported in the future that meet the Auto Assign Path criteria will be automatically assigned for you.