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Records

A record can be treated differently from one profile, department, or even company to the next.  It is personal preferrence as to how your office will choose to use this database and manage records and record files or attachments.  There can be a strategy for handling your office information differently from one document type to the next.  Please consult with your software provider to ensure you are using the best strategy possible.

Example:  A record can represent a client record and simply link all attachments to this one record or even insert pages within existing pages.  Or this same client could have a multitude of records allowing for more indepth search results, adding power to your information retrieval process.

Once a record is created, an Image Index number is automatically assigned.  Any one or all index field content can be added upon time of creation or at a later time.  There is no requirment to add any content to a record, it may stay empty with no index field content and with no attachments or scanned documents.  Why is it important to bring this up?  There are reasons for creating an empty record, but typically waiting to apply content at a later time.



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