Document Edit Index Field dialog box

Use this box to make any changes or edits to your documentClosedA paper document is a collection of pages; an electronic document is a collection of images. A document containing many pages is called a multi-page document (e.g., a file folder or article). A document containing only one page is called a single-page document (e.g., a check). Initially, every document is in paper form and becomes an electronic document after it is scanned; the software gives every document a unique electronic document number. This document number is cross-referenced with index data that can be uploaded to any document management system. index.

Label - enter a name for your index.

Description - enter notes or comments.

Under Type, select an index type from the drop-down list:

  • SingleValue: allows you to enter any value.

  • Drop-down list*: allows you to set up a fixed list of values to choose from (e.g., if you want to provide a list of countries to choose from).

  • Drop-down list, multiple selection: similar to Drop-down list, except you will be able to select multiple values from the list.

  • or, an index API (if available): if you created your own index API, it will appear in the Type drop-down list. When you select an index API, the Setup button will become available which will allow you to make any configuration changes.

If you select Singlevalue type, complete the following fields:

  • Read only*: makes this index non-writable. This protects crucial information from being deleted by operators.

  • Required: makes this index a must-have check item.

  • Double entry: allows an additionaldata entry of the index field. A default value may not be entered when using Double Data Entry; the field type must be Single Value and the field may not be Read only or Hidden.

  • Hidden*: hides this index from users. This protects sensitive information.

  • Minimum index field length*: Input a number to define the length limit of the index field.

  • Check file during scanning: Check this box if you want the system to check index fields when scanning pages.

  • Default value: enter a value.  If you want to enter a predefined value, click Setup. The Default Value Setup dialog box will be displayed.  For more information, click here

  • InputFormat*: enter your input format. For more information, click here.

  • OutputFormat*: enter your output format. For more information, click here.

  • SubstituteCharacters*: Click Setup to define character pairs for automatic substitution. The Substitute Characters Setup dialog box will be displayed.  For more information, click here.

  • OK: closes the dialog box. Your new index is now saved.

If you select Drop-down list or Drop-down list, multiple selection, complete the following fields:

  • Required: Makes this index a must-have check item.

  • Minimum index field length: Input a number to define the length limit of the index field.

  • Check file during scanning: Check this box if you want the system to check index fields when scanning pages.

  • Default value: enter a formula for the default value of the index field.  If you want to create a formula using predefined values, click Setup. The Default Value Setup dialog box will be displayed. For more information, click here.

  • InputFormat: enter a formula for your input format. For more information, click here.

  • OutputFormat: enter a formula for your output format. For more information, click here.

  • List: click Setup to define a value list for the index field. The List Setup dialog box will be displayed.  For more information, click here.

  • OK: closes the dialog box. Your new index is now saved.

* This option is not available with Capture Pro Limited Edition.

To return to the Index tab of the Job Setup dialog box, click here.

See also:

Adding a document index field

Changing a document index field