Chapter 7
Working with Documents in the Desktop Manager 7-15
W
orking with
Documents in the
Desktop Manager
❏
Drag a document on top of another document. The document that
you dragged is merged with the document that you dropped it into.
❏
Select two or more documents that you want to merge (hold down
the Control key while selecting the documents). Then click Merge on
the Edit menu or toolbar.
Indexing and Searching for Documents
The Desktop Manager stores key information about each document it
receives in an internal document management database. This database
enables you to locate documents based on certain search criteria.
The Desktop Manager enables you to search for documents:
❏
Automatically by date and time.
❏
By document text and the text contained within the document if you
enabled the Automatic Indexing option in the System Setup dialog
box. (For details, refer to the “Setting Up System Options” section of
chapter 8, “MultiPASS Printer Setup and Other Utilities in the
Desktop Manager.”)
❏
By creator, owner, or keyword for a document, if you first define the
criteria and assign it to the desired documents.
Based on the search criteria you want to use, follow these general
guidelines for searching your documents.
If you want to search documents by date and time, and text:
Simply run the document search, specifying the search criteria. You do
not need to define a search index for your documents first. For details
about running the search, see the “Searching Your Documents” section
later in this chapter.
If you want to search documents by creator, owner, or keyword:
1. In the Desktop Manager, set up the search index by defining the
document creator, owner, and/or keyword. For details, see the
“Setting Up the Search Index” section later in this chapter.