--- title: "Setting up Intelligent Indexing" slug: "setting-up-intelligent-indexing" tags: ["#version Cloud", "#version 7.10", "#version 7.11", "#version 7.12", "How-to", "Indexing"] updated: 2025-10-20T07:09:44Z published: 2025-10-20T07:09:44Z --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledgecenter.docuware.com/llms.txt > Use this file to discover all available pages before exploring further. # Setting up Intelligent Indexing DocuWare Intelligent Indexing classifies documents into multiple types and searches automatically for the relevant index words in or for the documents. Simply confirm the suggested terms or improve them. Using this feedback, Intelligent Indexing learns constantly so that the recommended index words for known document types can be automatically and reliably assigned within a short time. Let's walk through how Intelligent Indexing works: - Scan incoming paper documents with DocuWare Scan into a document tray for which Intelligent Indexing is enabled. The index words are assigned automatically: - Documents that Intelligent Indexing has reliably indexed are marked green and can be automatically stored. - For other documents, you may double check the indexing in the store dialog. In this case, the document will open in the DocuWare viewer. - If you alter the suggestions of Intelligent Indexing, DocuWare will deliver these changes to Intelligent Indexing. Similar documents will in future be indexed correctly straight away. More information about Intelligent Indexing: - Background reading: [White Paper Intelligent Indexing](/v1/docs/white-paper-intelligent-indexing-introduction) - If you face any problems with Intelligent Indexing, read these [Support FAQ](https://support.docuware.com/en-US/knowledgebase/category/?id=CAT-02310)s. ## Types of implementations Depending on how you use Intelligent Indexing you need to complete different steps to set up the system. Find below the various implementations at a glance: #### 1. Intelligent Indexing as web based service - **As a web based service mit DocuWare Cloud****:** - Step 1: [Set up a store dialog for Intelligent Indexing](/help/docs/intelligent-indexing-setting-up#setting-up-intelligent-indexing-for-the-store-dialog) - Step 2: [Select the store dialog in the document tray](/help/docs/intelligent-indexing-setting-up#enabling-intelligent-indexing-for-a-document-tray) - **As a web based service of an on-premises installation:** - Step 1: Activate Intelligent Indexing for your system - Step 2: [Set up a store dialog for Intelligent Indexing](/help/docs/intelligent-indexing-setting-up#setting-up-intelligent-indexing-for-the-store-dialog) - Step 3: [Select the store dialog in the document tray](/help/docs/intelligent-indexing-setting-up#enabling-intelligent-indexing-for-a-document-tray) #### 2. Intelligent Indexing as an add-on module of an on-premises module - Step 1: Install Intelligent Indexing in your DocuWare system (no link here because the manual is included in software package) - Step 2: [Set up a store dialog for Intelligent Indexing](/help/docs/intelligent-indexing-setting-up#setting-up-intelligent-indexing-for-the-store-dialog) - Step 3: [Select the store dialog in the document tray](/help/docs/intelligent-indexing-setting-up#enabling-intelligent-indexing-for-a-document-tray) ## How to configure Intelligent Indexing For each type of implementation, go to *DocuWare Configuration > Indexing > Intelligent Indexing*. The homepage of the configuration module provides three areas: *Enable, Configure*and *Customize.* ### Enable Enable Intelligent Indexing for your DocuWare system. **This is only necessary if you use the Intelligent Indexing Service for an on-premise installation**. ### Configure Define at least one store dialog and a document tray which are used for Intelligent Indexing #### Setting up Intelligent Indexing for the store dialog For each file cabinet for which you wish to use Intelligent Indexing, a specified store dialod is required. To ensure consistent indexing DocuWare recommends to configure only one store dialog for each search dialog for Intelligent Indexing in a file cabinet. In case that you need several store dialogs with Intelligent Indexing for one file cabinet, **ensure that you assign the same Intelligent Indexing fields to the DocuWare fields used**. - Go to DocuWare Configuration >*Dialogs > Store > File cabinets*. - Choose a file cabinet. - It is up to you whether you wish to enable an existing dialog for Intelligent Indexing or create a new dialog. - For the desired store dialog, enable the option *Use Intelligent Indexing to automatically fill Index Field*s. - Configure the dialog fields: - Link the fields of Intelligent Indexing, e.g. type of document, contact person or customer number, with the fields of your store dialog. - For the Intelligent Indexing field *Type of document* you also specify the language in which the relevant index entry should be used. #### Enabling Intelligent Indexing for a document tray Intelligent Indexing is always carried out in document trays. Assign the the store dialog you have specified for Intelligent Indexing to the document tray. - Go to the *DocuWare Configuration > Document tray*. - Select a document tray. - Click [Store dialog configured for Intelligent Indexing](/help/docs/intelligent-indexing-setting-up#setting-up-intelligent-indexing-for-the-store-dialog). > [!NOTE] > Assign only ONE store dialog for a document tray > > In a document tray only one store dialog can be used for Intelligent Indexing. If you decide to use Intelligent Indexing in multiple store dialogs for a file cabinet, you need at least the same number of document trays. ### Customize So that Intelligent Indexing can be used to incorporate indexed documents into other automated company processes, [change the index terms](/help/docs/intelligent-indexing-customize) Intelligent Indexing is providing. ## Supported versions: DocuWare Cloud + 7.14 + 7.13 + 7.12 + 7.11 + 7.10 A temporary storage area in DocuWare where documents can be viewed and processed before being stored in a file cabinet. A digital storage unit within a document management system where documents are organized and stored for long-term access. A predefined attribute in DocuWare used to categorize and search for documents based on specific criteria.