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Manual Index Entry

Fill Index fields without file extraction

You can now enter values directly into Index without uploading a document or waiting for extraction to run. Open any field, type your data, and Lev marks it as manually entered so it stays available for Memos and other document generation on the deal.

Enter data yourself or with Lev Agent

Type values field by field when you already know the numbers, or ask Lev Agent to fill Index on your behalf. Either path lets you build a complete Index record even when you do not have files ready to upload.