DynaFile Support Guide Support Guide

Edit Registration

Once a document is Imported, you have the option of updating its Indexing Information.

To Edit Registration:

  1. Select your document in the Search Results Area
  2. Select Edit Registration from the Documents Actions Panel
  3. Update the desired Index Information 
  4. Select Update Registration
  5. The new Indexing Information will be saved

Edit / Move Document 

To Edit a Registration for multiple documents at once, the Edit / Move Document feature will let you do just this.

What is an Index Field?

DynaFile is an Indexed, virtual filing cabinet. Documents that get stored in the system are categorized by various taxonomies called Index Fields. Administrators have complete control over Index Field values within DynaFile.