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4. When Indexing all the documents within the batch:
a. Select a Document Type Group and Document Type, if one has not already been selected.
b. Fields labeled with red text are required keywords.
c. When assigning the same Keywords to following documents within a batch you can simply click on the lock icon to lock-in the keyword you entered for one of the documents, and once locked-in you can simply move on to the next document and hit Index while keyword is still locked.
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e. Double-click a keyword field label to add another instance of that keyword value.
5. Once you have completed indexing a batch, you will be prompted to choose one of these options: Save and Close, Review the Last Action or Save and Transition.
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