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Documents are Auto Opening on Index (Video)

 

This document explains how to prevent documents from automatically opening when they are indexed from the in-tray into a storage location.

 

Step 1: Open the in-tray

Ensure you are viewing the in-tray where your documents are listed and ready to be indexed into their destination location.

Step 2: Locate the auto-open setting

In the in-tray window, look at the toolbar for the option labelled “Auto open on index”. This is typically presented as a checkbox or toggle control.

 

Step 3: Disable automatic opening on index

Clear (untick) the “Auto open on index” option. Once this option is unchecked, any document you index from the in-tray into its location will be indexed without automatically opening.

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