Editing Index Types

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You are here:  Sage Intacct Paperless Administration > Global Settings > Indexes >

Editing Index Types

1.From My Paperless, click Global Settings.

2.In the Global Settings navigation bar, click Indexes.

3.From the Indexes dropdown, click Index Types.
 
The following page displays:
 
IndexTypeGrid
 

4.Use the Search field or scroll through the list to locate the index type you need to edit.

5.Click the entry's associated edit icon, Editimage-mh.
 
The General Properties dialog box displays with the General tab active:
 
NewIndexTypeEdit
 

6.Make any necessary revisions.

7.Click SaveButtonDefault .

8.Click the DOCUMENT TYPES tab.

 

Here, document types that have the selected index type assigned to it are listed.

 

NewIndexTypeEditDocTypesTab