Data Entry
Template
A template name to describe the indexing method. Document Type
Select the document type required for this indexing template. Field
The database field name involved. Min Len
Indicates the minimum length of data, which can be input into this field. Max Len
Indicates the maximum length of data, which can be input into this field.
NB During batch indexing if either the Min or Max Len parameter specifications are not met an error message 'invalid format' will appear in the batch-indexing program.Upper Case
Converts entered data to upper case automatically. Auto Inc
Automatically increments during batch indexing. Hide Field
Used in conjunction with default input value setting, hiding this item from the user. Order Files to Index By Date
Set this flag to display files to be indexed in date order. Order Files to Index By Name
Set this flag to display files to be indexed in name order.
Clear Field
The index field is automatically cleared for each new input. View Field
The index field is a lookup field. If set, a button, 'OK/Find', will be visible in Batch Indexing. This button will search the database to find a record that matches the first item in use field. It will then populate all the View fields From File
Entry into this field must match a value from the corresponding Input From File filed. Mask
Specify a mask for input, e.g. 99/99/9999 or AA999999A. %MOD9% indicates a modulur9 check digit field. Input From File
Double clicking this box brings up a selection of lookup files. Each would contain a set of items this field always uses. These values would subsequently appear in a drop down box within the Batch Indexing window. This is a labour and error-reducing feature removing the need to retype items, which are always required. Default Value
Allows the assignment of a default value associated to be with this field. The value will subsequently appear in a drop down box within the Batch Indexing window. Rarely used except in conjunction with the Hide function. A value of TODAY will default the field to today's date in the format dd-mm-yyyy. Assign indexed documents to this folder
Documents indexed using this template will be assigned to this document folder. This field is mandatory. Add to Existing Files
If set, indexing will attempt to find a document with index fields matching only those entered. If it is successful the image will be added to the matching case. Create Multi-Page Tiffs
If set, indexing will combine TIFF images into one single multi-page tiff file. OCR Images
Set this flag for images to be passed to the OCR engine for full text searching . Only apply this flag if the OCR engine has been purchased and installed. Allow Browsing
If set then index routines will allow the user to browse for batches of images or files to index. Set this flag if multifuntional devices (MFDs) are used if Softology scanning routines are not to be used in conjunction with this template. Indexing routines normally look for batches in the batch volume for batches of images to index. Manual Routing
If set an extra field will be presented at index time allowing the user to select one in-tray, or several in-trays. The indexed case will be routed to the in-trays in question. Start Workflow
Set this flag for indexing to start workflow cases. Only apply this flag if the workflow has been purchased and installed. Hide Template
Does not show the template in any indexing routines. The Batch Directory is for information purposes only. It is the path from which batches for this template are found. It is specified in the Document Types Section. The Output Directory is for information purposes only. It is the resultant batch indexing output path for this template. It is specified in the Document Types Section.
Buttons
Save
Saves the current batch-indexing template. Delete
Deletes the current batch-indexing template.
