elDoc supports custom metadata indexing to help organizations structure, categorize, filter, and retrieve files more efficiently.

Administrators can manually define all tg and then use AI Indexing to automatically extract the required values from document content.

To configure indexing, ensure the required Read & Write access rights are assigned. Then navigate to the File Management Module, click the gear icon in the top-right corner, and select Indexing Settings.

Indexing Fields & Profiles

Indexing Fields define the specific metadata to be captured for documents. Supported field types include Text, Date-Time, Number, Check Mark, and Value List. Examples include Expiration Date, Contract Number, Customer Name, or Payment Currency.

Indexing Profiles group multiple Indexing Fields together and can be assigned to specific folders, ensuring consistent metadata structures across related documents.

To configure metadata indexing:

  1. Create the required Indexing Fields based on the information that needs to be captured.
  2. Create an Indexing Profile and add the relevant fields.
  3. Assign the Indexing Profile to the required folder through the folder Details.
  4. Save the configuration.

Once assigned, the configured Indexing Fields become available for documents within the folder and can be used for metadata management, filtering, and document retrieval.


AI Indexing

When GenAI is enabled, the predefined Indexing Fields can be populated automatically using AI Indexing, reducing the need to manually review documents and enter metadata values.

To run AI Indexing, select an individual file or multiple files and click Indexing. elDoc analyzes the document content and automatically extracts the values for the predefined Indexing Fields.

AI Indexing can also process scanned and image-based documents using OCR, Computer Vision, and LLM-based document understanding to identify and extract the required information.

Important: No separate OCR step is required. When GenAI is enabled, OCR and text indexing are performed automatically during file upload. Before running AI Indexing on documents that require OCR, check that the OCR Text Index status in the file Details shows Ready. Processing may take some time depending on the document volume, file size, infrastructure resources, and configuration.

Tip: First define what information needs to be captured through Indexing Fields and Profiles. AI Indexing can then automatically determine and extract the corresponding values from the document content.