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Index List

The index list contains the available document type selection list profiles along with available index fields for the selected document type.

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The clear button will reset the data within the index fields while the profile.

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Save and Clear

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The save button will run validation and push the document out of PSIfusion to the completed folder for processing .

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Choosing Your

back into PSIcapture. The clear button will reset the data within the index fields. NOTE: Certain fields cannot be cleared. For example if the field is hidden, read only, or protected the information will remain even if clear is selected.

Indexing a Document

  1. Choose a document to index from
your
  1. the queue
located
  1. list on the left
side
  1. of the
screen.

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Editing Your Document

Make edits to the page as necessary (i.e. rotation) using the editing toolbar in the viewer pane shown below. Save these edits by clicking on the save rotation icon Image Removed when you are done. 

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Populating Index Fields

Fill in the gray boxes in the index window
  1. user queue. The selected document will be highlighted in orange.
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  2. Make any necessary page rotations needed in the viewer panel in the middle of the user queue. Save the edits by clicking the save button.
  3. Fill in the index fields with the correct information relating to that document (i.e. invoice number, date, etc.).
You
  1. Users can also clear any indexing that was done while using PSIcapture by clicking the clear button at the bottom of the index pane.
  2. Fill in any multiple records for the page. Multiple record instructions are outlined below.
  3. Once all index field and multiple records have been input, click the save button to process the document to the Completed folder.
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Anchor
multiple records
multiple records
Adding Multiple Records

When you have a user has multiple records to add to a document such as in the case of invoices, this the toolbar shown below will be available in the index indexing pane. You have the ability to add, delete, and move between records. All you All users need to do is fill in the gray boxes for each field index fields and click the add plus sign icon. Adding a record will refresh the pane with blank boxes index fields for the next record. NOTE: In some cases you a user may not be able to edit certain index fields. This is because the administrator has configured the document to skip index fields that were previously populated by PSIcapture.

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If this is the case it is due to the field having the read only or skip option configured.

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The follow options are available for each record. They are listed below from left to right.

  • First Record - Takes
you back
  • the user to the first entered record
for the current page/document
  • .
Ctrl+Shift+LeftImage Removed
  • Previous Record - Takes
you back to
  • the user the the previous record
for the current page/document
  • .
Ctrl+LeftImage Removed
  • Record
- Tells you how many records you have and which record you are on for the current page/document.N/AImage Removed
  • Dropdown - Takes the user to a specific record.
  • Next Record - Takes
you
  • the user to the next record
for the current page/document
  • .
Ctrl+Shift+RightImage Removed
  • Last Record - Takes
you
  • the user to the last record
for the current page/document
  • .
Ctrl+RightImage Removed
  • Add Record - Adds a new record
to the current page/document
  • .
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  • Delete Record -
Removes selected record from
  • Deletes the current
page/document.Ctrl-

Saving Index Field Data

When you are finished with populating the correct values in the index pane click on the save button at the bottom of the pane. This will move the document into the completed file for importing back into PSIcapture.

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  • record.

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