What is secure document sharing?
Secure document sharing is the process of sharing files with internal or external recipients while controlling access to the documents. Depending on the sharing method, controls may include password protection, [...]
Can AI help with document indexing?
Yes. Docsvault's DocAI AI Capture can extract configured information from documents and populate index fields during document import and capture.
Can Docsvault automate document filing based on index values?
Yes. Docsvault Filing Templates can use index values to generate folder structures and support consistent document naming, descriptions, and notes.
What are Dependent Indexes?
Dependent Indexes allow one index field to influence the available values in another field. They can be useful when information has a logical relationship, such as client and matter.
What is a Dynamic Index in Docsvault?
A Dynamic Index automatically populates certain values rather than requiring users to enter them manually. Docsvault supports dynamic values including system-related information and dynamic user/group fields.
What is a Static Index in Docsvault?
A Static Index provides predefined values that users can select when profiling a document.
Can document indexing be automated?
Yes. Depending on the system, indexing can be supported by automatically generated values, document capture technologies, external data sources, OCR, and AI-based metadata extraction.
What are examples of document index fields?
Common examples include client, matter, document type, date, author, department, project, status, invoice number, and account number. The appropriate fields depend on the organization's requirements.
What is document indexing?
Document indexing is the process of assigning structured information, or metadata, to documents so they can be organized, searched, retrieved, and managed more effectively.
How do web eForms connect to the rest of a document management system?
A completed eForm submission can be converted to PDF automatically, trigger a workflow, and be filed directly into the document management system using the submitted data for indexing — keeping [...]
