On the File Search module, select the search criteria you prefer. Provide the required information and click the Search icon to search for file categorized under the terms you specified. The searched results are shown under the File list tab.

From the File List tab, select the file for which the indexing information needs to be viewed. Select the File Info tab and view the indexing information

From the File List tab, select the file to view categorie(s) associated with it. Select the Category Info tab to view categorie(s) information for the selected file.

From the File List tab, select the file that you want to categorize. Click the Categorize button and follow the instruction wizard to categorize a file

You must perform a search using Category search criteria and make sure only one category is used in search criteria. The search results are shown under the File List tab. From the File List, select the file that you want to uncategorize. Click the Uncategorize button and follow the instruction wizard to uncategorize a file

Select the file from the File List tab, to open it. The file opens under File tab. Click the Move File icon on the toolbar to move the file.

Select the files you want to move from the File List tab and click the Move button.

Select the file from the File List tab, to open it. The file opens under Image tab. Click the Delete file icon on the toolbar to delete the file.

Select the files you want to delete, from the File List tab and click the Delete button.

Select the file from the File List tab, to open it. The file opens under Image tab. Click the Print icon on the toolbar to print the file.

Select the files you want to print, from the File List tab and click the Print button.

Select the file from the File List tab, to open it. The file opens under Image tab. Click the Send email icon on the toolbar to email the file.

Select the file with attachment(s) from the File List tab, to open it. The file opens under File tab. Click the View Original icon. Attachment is shown as a link in the file. Click the attachment to open in a separate window.

Select the file from the File List tab, to open it. The file opens under File tab. Click the Download button and save the file on your system. Attachment(s) associated with the file, are downloaded with the file.

Select the Category tab. Select the cabinet/subfolder against you want to add a category. Click Add Category button. Enter the category information and click the Update button.

Select the Category tab. Select the cabinet/subfolder against you want to edit/rename a category. Click edit link. Change existing information and click Update button

Different layout formats exist on the upper-right corner of the screen. You can select the layout you want to use, simply by clicking it. An Active layout is represented by a colored icon whereas the remaining inactive layouts are grayed out.

On the File Upload module, select the cabinet/subfolder where you want to upload files. Click Browse button and select the files to upload. Click Add File button and the files will be uploaded in the selected cabinet/subfolder

On the Option module, select the Downloads tab. Click the download link against FileControl File Review to download. When the download is complete, install it

Within the FileControl application, you can launch the help by simply clicking the “Help” label displayed at the top of the navigation bar. You can also get context sensitive help by clicking the ‘?’ icon displayed in the frame taskbar. This way you can get help for specific topics within the FileControl application

There are five different search categories. Four of them are direct searches; Index, Word, Power and Tags search, and fifth is Search within results. On the Search module, select the search criteria you prefer. Provide the required information and click the Search icon to search for documents indexed under the terms you specified. The searched results are shown under the Document List tab

From the Document List, select the document for which the index information needs to be updated. Select the Document tab and update the index information.

From the Document List tab, select the document to view tag(s) associated with it. Select the Tags Info tab to view tag information for the selected document

From the Document List tab, select the document that you want to tag. Click the Tag button and follow the instruction wizard to tag a document

You must perform a search using Tags search criteria and make sure only one tag is used in search criteria. The search results are shown under the Document List tab. From the Document List, select the document that you want to untag. Click the UnTag button and follow the instruction wizard to untag a document.

From the Document List tab, select the document to view bates information associated to it. Select the Bates Info tab to view bates information for the selected document

From the Document List tab, select the document that you want to bate. Click the Bate button and follow the instruction wizard to bate a document

From the Productions tab, select the production to view the list of its documents under Document List tab. Select the document you want to unbate, from the Document List. Click the UnBates button

Select the document from the Document List tab, to open it. The document opens under Image tab. Click the Move document icon on the toolbar to move the documen

Select the documents you want to move from the Document List tab and click the Move button

Select the document from the Document List tab, to open it. The document opens under Image tab. Click the Copy document icon on the toolbar to copy the document

Select the documents you want to copy, from the Document List tab and click the Copy button. The selected documents will be copied.

Select the document from the Document List tab, to open it. The document opens under Image tab. Click the Delete document icon on the toolbar to delete the document.

Select the documents you want to delete, from the Document List tab and click the Delete button.

Select the document from the Document List tab, to open it. The document opens under Image tab. Click the Print icon on the toolbar to print the document

Select the documents you want to print, from the Document List tab and click the Print button.

Select the document from the Document List tab, to open it. The document opens under Image tab. Click the Send email icon on the toolbar to email the document.

Select the document from the Document List tab, to open it. The document opens under Image tab. To view notes attached with this document, click the All Notes icon, and the notes attached with the document are shown under Notes tab

Select the document with which you want to attach notes, from the Document List tab. Click the Notes tab. Enter text for note and click the Add button to attach notes

Select the document from the Document List tab, to open it. The document opens under Image tab. Click the Attach a file icon on the toolbar to add attachment to the document

Select the document from the Document List tab, to open it. The document opens under Image tab. To view attachments, click the View attached files icon. A list of files attached with the document, are shown under Attachments tab

Select the document from the Document List tab, to open it. The document opens under Image tab. Click the View attached files icon. A list of files attached with the document, are shown under Attachments tab. Click the Unassociate link next to the attachment you want to remove

Select the document from the Document List tab, to open it. The document opens under Image tab. Click the View attached files icon. A list of files attached with the document, are shown under Attachments tab. Click the Download link next to the attachment you want to download

Select the document from the Document List tab, to open it. The document opens under Image tab. Click the Bookmark icon to bookmark document(s).

Select the document from the Document List tab, to open it. The document opens under Image tab. Use the annotation toolbar on the left side of the opened document to draw annotations

In order to view document OCR information, you must perform document content search using word or power search. The search results are shown under the Document List tab. Select the document from the Document List tab, to open it. The document opens under Image tab. Select the page and click the View OCR icon to view OCR information for that page

In order to change document OCR information, you must perform document content search using word or power search. The search results are shown under the Document List tab. Select the document from the Document List tab, to open it. The document opens under Image tab. Select the page and click the Check OCR icon to change OCR information for that page

Select the document from the Document List tab, to open it. The document opens under Image tab. Click the Select pages for OCR icon to perform OCR on multiple pages

Click the Search History tab in the search module. Every executed search is available here for a certain time. There are two tabs here, Recent searches and Saved searches. Under Recent searches, all the executed searches are listed. Select the search to re-execute it, or click Save link to save the search. Under Saved searches, you can combine two or more searches and re-execute them by clicking Execute button

Different layout formats exist on the upper-right corner of the screen. You can select the layout you want to use, simply by clicking it. An Active layout is represented by a colored icon whereas the remaining inactive layouts are grayed out.

Select a batch you want to index, in the Batch List tab. If there are more than one scan queues available, you must select a scan queue from Queue dropdown menu, before selecting a batch. Select the destination folder from the tree under Index Folder tab. Enter index information under Index Entry tab. Click the All button to index the entire document into the selected folder

Select a batch you want to index, in the Batch List tab. If there are more than one scan queues available, you must select a scan queue from Queue dropdown menu, before selecting a batch. Select the destination folder from the tree under Index Folder tab. Enter index information under Index Entry tab. You can click the Range button and specify a range within which the document should be indexed, or you can click the Up To button and the document is indexed up to the current page.

During batch indexing, check the Full Text Retrieval checkbox while you enter index data, to mark a document for OCR

If the indexing information of the current batch is similar to the indexing information of the previous indexed batch, then the newly indexed batch will be merged with the previously indexed batch in an existing document

Select a batch you want to delete, in the Batch List tab. Click the Delete Batch button to delete the selected batch

In the Directory List tab, navigate through the directory tree and select the directory in which you want to create the new directory. Click the Add Directory button

In the Directory List tab, navigate through the directory tree and select the directory you want to share. Under File List tab, click the Share button to share the selected directory

In the Directory List tab, navigate through the directory tree and select the directory in which you want to add files. Click the Add File button, under File List tab. You are taken to the Add File screen, click the Browse button to locate the file on your system. After selecting the right file, click Add File button to upload it on the selected directory.

In the Directory List tab, navigate through the directory tree and select the directory from which you want to download files. All the files are listed under File List tab for the selected directory. Click the Download Current link button next to the file name to download it

In the Directory List tab, navigate through the directory tree and select the directory. All the files are listed under File List tab for the selected directory. Click the file name to view file history for that file. All previous versions for that file are listed under File List tab. To get a previous version Click the Download link button next to the version name.

In the Directory List tab, navigate through the directory tree and select the directory in which you want to edit files. All the files are listed under File List tab for the selected directory. Click the Checkout Current link button next to the file name. Download the file on your system, make changes in it and save it locally. Under File List tab, click the file name to view file revision history. Click the Update Version button to update the file version and click the Add File button to upload the file.

In the Directory List tab, navigate through the directory tree and select the directory. All the files are listed under File List tab for the selected directory. Click the Index link button next to the file name. Select the destination indexing folder from the tree of folders displayed under the File List tab. Enter indexing information and click Index button.

Select the organizer from the Organizer tab to add a new schedule. A monthly view of the organizer is displayed. Click the Add New button to add a new schedule in the organizer. Enter schedule information and click the Add button

While adding a new schedule, click the plus sign ‘+’ before the Notify field to expand it. Enter notification information.

While adding a schedule, select an XRef from XRef dropdown menu and click the Update button next to it. A popup window opens, showing a list of XRefs. Click the edit link button next to the XRef name, to change the XRef value.

While adding a schedule, select an XRef from XRef dropdown menu and click the Update button next to it. A popup window opens, showing a list of XRefs. Add a new value for an XRef in Item textbox, under Add New Item

Select the organizer from the Organizer tab in which you want to search for the schedule. A monthly view of the organizer is displayed. Click the Search button to search a schedule in the organizer. Enter search criteria and click Search button.

Select the organizer from the Organizer tab, in which you want to search for a draft schedule. A monthly view of the organizer is displayed. Click the Data Entry button to view data entry screen. Click the plus sign ‘+’ next to Search Fields to expand it. Enter search criteria and click Search button.

Select the organizer from which you want to review draft schedule, in the Organizer tab. A monthly view of the organizer is displayed. Click the Data Entry button to view data entry screen. Search the schedule and select it. Click the Verify button to review the draft schedule

Select the organizer in the Organizer tab, to enter a draft schedule. A monthly view of the organizer is displayed. Click the Data Entry button to view data entry screen. Click the Add button to enter draft schedule.

Select the organizer from the Organizer tab, to manage your email address book. A monthly view of the organizer is displayed. Click the Address Book button to view a list of addresses. Click the Add New button to add a new address to the book.

A Task List is displayed under Tasks tab. Click the Add button to add a new task in the list

While adding or editing a task, select either Public or Private as an option to make your tasks public or private respectively.

Enter the task name under Tasks tab, and click the Search Tasks button to find a particular task.

Enter New Password and Confirm New Password, under Login Info tab within Options module. Click the Change Password button to update your password

Enter your Email Address, under Login Info tab within Options module. Click the Update Email Address button to receive notifications on that account

You can select a layout for the search module and for the index module, under Layout tab within Options module. Choose your preferred layout for Search and Index, and click the Set Default Layout button

The Horizontal Ratio configures the window pane ratio for displaying the Search module.

Within the Options module, under the Layout tab, either select Default option for predefined system ratio or choose Custom option for manually specifying horizontal ratio. Click the Update Horizontal Ratio button to set ratio

Previous Search Count is a number that sets the number of previously saved searches displayed to the user

Enter a new Previous Search Count, under Search tab within Options module and click the Update Previous Search Count button

Search Result Count is a number that configures the number of search results per page, displayed to the user.

Enter new Search Result Count, under Search tab within Options module. Click the Update Search Result Countbutton to redefine the count.

Under Search tab within Options module, find Template Values Sorting option. Select Default option for storing values in the sequence in which they were entered, or select Template Value option for sorting the string values in an ascending order i.e. from A to Z. Click Update Template Values Sorting button to redefine template value sorting sequence.

Under Search tab within Options module, find Columns Width option. Select Default option for displaying complete text in search results without any text wrapping, or select Custom option for manually specifying the search results column width in pixels. Click the Update Columns Width Sorting button to update the column width

The Auto Index Search option specifies whether or not the index search results should be displayed on folder selection.

Select Auto Index Search checkbox, under Search tab within Options module. Click the Update Auto Index Search button. If the option was already checked, selecting it again will disable auto index search and vice versa.

The Index Update Warning specifies whether or not the index update warning should be displayed while modifying indexing information associated to a document

Select Disable index update warning checkbox, under Index Update tab within Options module. Click the Set Index Update Warning button to enable/disable it. Checking it means that the warning should be displayed and un checking it implies, it shouldn’t be displayed

The Document Navigation option specifies whether the pointer should move to the next record after changes have been made to the index search results or point to the same record

Select Next document navigation checkbox, under Index Update tab within Options module. Click the Set Document Navigation button to enable/disable it. If this option is selected, the pointer would move to next document, otherwise it will remain on the previously selected document

The Index Field Width option configures the length for Field Caption and Text Box width for the Index module

Under Index Update tab within Option module, look for Index Field Width option. Select either Default for specifying system width for Field Caption and Text Box, or select Custom for manually specifying the Field Caption and Text Box width in pixels. Click the Update Field Width button to update index field width.

Under Index Update tab within Options module, look for Template Display option. Select Default option for retrieving template values when required, or select Custom option for automatically displaying the template values whenever the focus comes on a particular record that has template values associated to it. Click the Update Template Display button for the changes to take effect.

To download remote scan client utility, go to Options module and select Downloads tab. Click the Download link associated with the FileControl Scan Client for it to be downloaded.

To download FileControl messaging proxy, go to Options module and select Downloads tab. Click on the Download link associated with the FileControl Messaging Proxy for it to be downloaded.