The Process Manual

2. A window will open allowing you to search for the location of your master list file. The file should be an Excel file (.xls and .csv are supported) with the following fields:

a. First name b. Last name c. Grade d. Homeroom

3. Once you have found your file, click OK to select it. If your file contains any fields in all caps, you will receive a warning asking if you would like to change those fields to title case. 4. Once your master list is uploaded, you will see your list in a preview window. You can verify that names are appearing in the right columns. Click Add to continue. Your master list has now been uploaded. Indexing after uploading a master list After you have uploaded a master list, you can begin indexing pages as you finish them. 1. Click the Index button in the Control Center. If this is your first time indexing, click the Start indexing button. If you have already uploaded a master list, click the Use master list button in the options window that appears. 2. In the next window, click the checkboxes to choose what you want to index: students, organizations and/or all other proper names. Then click Continue. 3. Next you will be prompted to choose the folder on your computer where you will save files that you wish to index. Select the folder then click OK. Then click Start indexing. 4. However many files you have in your indexing folder will get scanned. A modal window will show you the progress of the scan and give you the ability to pause and resume the scan. Once it is complete, you will have options to review the indexed names or close the window. Indexing using portrait data If you choose not to upload a master list, you can create your index based on your portrait data, once it becomes available. In that situation, follow these steps: 1. Click the Index button in the Control Center. If this is your first time indexing, click the Start indexing button. Click the Use portrait data button. 2. In the next window, click the checkboxes to choose what you want to index: students, organizations and/or all other proper names. Then click Continue. 3. Next you will be prompted to choose the folder on your computer where you will save files that you wish to index. Select the folder then click OK. Then click Start indexing.

4. However many files you have in your indexing folder will get scanned. A modal window will show you the progress of the scan and give you the ability to pause and resume the scan. Once it is complete, you will have options to review the indexed names or close the window. SUBMITTING

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