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How do I add an index field to a category?

The following article explains how to add an index field to a category. Adding index fields enable you to easily search for a specific document requirement within a category.

To add an index field to a category, please follow these steps:

  1. Open a browser window and go to your VisualVault Login page.
  2. Enter the following information:
    • User ID: this will typically be in the format of firstname.lastname
    • Password: the password for your account
  3. From the Documents menu select Document Categories.
  4. Click a category name you wish to update.
  5. Click Index Fields.
  6. Click New Index Field.
  7. Enter the necessary information:
    • Field Label: enter a name for the field
    • Field Description: enter a short description of the field
  8. Click Continue.

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