Define custom index fields to simplify document retrieval. Index fields can be text, numbers, currency, dates and more. Create Index Templates to apply sets of index values to documents automatically. Upload .csv files containing index values that can be used for easy document indexing.

Index Value Types

Select custom index value types to simplify searches and optimize organization. Choose from a large assortment of index value types to meet your individual needs.

Upload Index Templates

One of the more powerful features of Documents4Me are index templates. Index templates allow you to upload .csv files containing index values that can be used later for document indexing.

Upload Index Templates

Edit Index Values

You may edit or remove index values at any time.

Edit & Update Index Templates

If you need to make changes to an existing index template, simply reupload the updated file. Documents4Me will recognize the existing template and automatically reindex your information as needed.