Tutorial - Index Fields in a Document

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Overview

Xtender is an imaging and storage system used by administrative staff to capture, organize and retrieve paper and computer-generated documents at ECU.

Follow these steps to index fields in a document.

Step 1

Click your Application to open the Query screen, then click CANCEL for the next option to appear.

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Step 2

Click the File icon, then UPLOAD NEW DOCUMENT.

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Step 3

Select the application and file you want, then click UPLOAD.

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Step 4

The Index Fields appear.

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In the ID text box, type the 9-digit Banner ID.

Select the appropriate value for the other indexes. Fields with a red asterisk (*) are required.

Click SAVE. This permanently saves the document into Xtender.