Indexing

The Indexing page provides you with the ability to open messages that require indexing. You can access this page only if you have Workflow Index permission. You can perform the following tasks from this page:
  • Index inbound messages manually where no automatic index matches could be found.
  • Select from multiple index options if the automatic index matched more than one customer. Clicking New will switch the drop-down into text entry boxes and back.
  • Adjust the default expiry date for the document, provided that the user has the Workflow Expire permission.
  • Delete some or all of the message content prior to archiving, provided that the user has Workflow Delete permission.
  • Change the content category allocated to the message.

To select message to work with: Click the icon under the Index column and the Indexing page is displayed populated with details from the selected message.

To implement a Workflow Action: Select Workflow Action from drop-down and click Submit. Clicking Submit will also trigger the Workflow processes of EngageOne™ Deliver. The bottom pane is an iFrame that displays the content (part of the message) that the user selects to view.

To view one of the message parts: Click the icon in upper right pane of Indexing page.