Page 219 - Business Development Orientation Binder

Indexing Attachments

Overview
This guide will walk through some of the common tasks and functions of an indexer including but not
limited to: Logging in to the Unity Client, indexing Referrals, re-ordering pages, and deleting documents.

Logging In

Follow the instructions below to access and login to your Unity Client.

1. Double-click your “Unity Client” desktop icon
2. Enter your username and password in the fields provided

3. Click “Login”

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About WorldView – WorldView Services Ltd. Is a cloud-based document management service provider 5005 S 1535005 S 153 StreetStreet

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offering secure, ECM solutions that enable organizations to store, manage, and share vital information S
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between employees, vendors, partners, and customers. Today, WorldView stores approximately a quarter
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billion documents for thousands of business professionals across North America.