Index Workflow Configuration

Index Settings

The Index Field Navigation/Behavior

Allow Enter Key to move between fields

Selecting this option allows the user to the Enter Key to move between fields. Otherwise only the Tab key will be used to move between fields.

Select text when Index Field receives focus

Selecting this option will highlight all the text that exists in an Index Field when it receives focus.

Skip to next field when maximum character count is reached

Selecting this option will cause skip or enter to occur when the maximum character count reached. NOTE: Maximum character count can only be set on text or memo fields.

Include Folder fields in field navigation

Selecting this option will Include Folder index Fields in the field navigation window.

Go to next field after selecting item from list

Selecting this option will cause the cursor to go to the next index field once the user has selected an item from a list.

Go to next filed after selecting On-Demand OCR/ICR value

 

Disable Index Field tooltips

Selecting this option will suppress a floating tooltip on the image screen with the value of the index field.

Index Field Font Size

Set the font size.

Automation

Automatically open next Batch of this Document Type

Selecting this option will cause the next batch of this Document Type which is NOT suspended or an exception batch to open up in the Index Module.

Indexing mode on when opening batches

Selecting this option will cause Index mode to be on and the operators would not need to select the index icon on the toolbar to enable indexing once in the Index module.

Attempt to Auto-Index Batch

Select this option if the user has no manual entry fields and all required fields have been previously populated or will be populated by OCR or Database Lookup. NOTE: If Automatically open next Batch of this Document Type and Automatically close batches after last document is indexed are also selected and successful; the result will be that each batch of this Document Type which is NOT suspended or an exception batch awaiting index will be automatically opened, indexed and closed.

Automatically close batches after last document is indexed

Selecting this option will cause the batch of this Document Type to close once the last document in the batch is validated.

OCR Indexing

OCR Indexing mode on when opening batches

Selecting this option turns on the OCR Indexing mode when a batch is open.

Go to next field after selecting OCR index value

Selecting this option will cause enter to occur as the user selects an OCR value for a field.

Index Field Validation

The user can select when Validation occurs by choosing one of the following:

  • Validate Index values after each field
  • Validate Index values after each document
  • Validate Index values when closing Batch

Select Validation should fail if Lookups have failed if the Lookup information is required.

Quality Assurance Options

Enable Quality Assurance Commands

Selecting this option will allow split and combine quality assurance commands to be available in the Index module.

Warn user when closing Batches that contains items flagged for Deletion or Rejection

Selecting this option will cause a dialog box to appear when a user attempts to close a batch containing items flagged for Deletion or Rejection

Disable prompt when deleting Folders, Documents and Pages

Users will no longer be prompted when deleting folders, documents, or pages.

Auto name manually separated folders using current date and time

 

Other Options

Default Document Page

Select the default page of the document to view by number.

Enable Audio Notifications

Selecting this option enables audio notification when Lookup or validation fails.

Auto save pages after manually rotating

This eliminates the need to hit “Save Rotation” after manually rotating a page.

Display Index Field Zones mode on when opening Batches

Zoom to Zone mode on when opening Batches

Active index fields will display and zoom to any assigned zones if this option is enabled.

Zoom to entire Parent Zone for Multi Record and Line Item Extraction Zones

Multi Record and Line Item Extraction zones will zoom to each individual sub-zone unless this option is enabled.

Smart Zone Zooming

 

Auto-Index Exceptions Processing

 NOTE: Attempt to Auto-Index Batch must be selected for this section to be enabled.

Automatically reject items to Exceptions Batch which fail validation

Selecting this option will cause Folders and Documents that fail validation to be moved to an exceptions batch whose name will be the same as the original (Exception). Existing data will be saved and moved.

Mark items which fail validation and load Batch in Index Module, displaying first failed item

Selecting this option will cause all records the fail validation to be marked with  and the first record which fails validation to be loaded on the screen. This occurs after an attempt to index all records within the batch.

Mark items which fail validation and suspend Batch in Index Module

Selecting this option will cause items which fail validation to be marked with  and if any did fail, once they are marked the batch will be suspended.

Suppress suspended Batch error reporting during Auto Import

 

When Folder has Exceptions

 

When Document has Exceptions

 

New Feature in version 5.4.1

Accelerated Zone Profile Configuration Options

Default Display Mode

Allow selection of the default display mode when first opening the Accelerated Zone Profile Configuration dialog. You can choose from either Standard or Advanced

Display Mode Options

Opens the Display Mode Options dialog allowing customization of which settings are displayed for each display mode (Standard and Advanced).

Allow user to switch Display Modes

controls whether the user is allowed to switch between Display Modes on the Accelerated Zone Profile Configuration dialog. If unchecked, the dialog will open in the Default Display Mode and the user will not be able to switch to the other Display mode.

Zone Definition Profile to preload copy of

When opening the Accelerated Zone Profile Configuration dialog to create a new Zone Profile, a copy of the selected Zone Profile will be loaded automatically allowing the user to quickly make changes for the new Profile. If no default Profile is selected, the dialog will be blank and the user will need to either manually select a Zone Profile to copy or create the Zone Definitions from scratch.

When loading a Batch, update its copy of the Document Type with the Zone Profiles/Record Types from the Document Type in Configuration

If this option is selected, the Zone Profiles and Record Types will be updated on the current Batch’s copy of the Document Type to reflect the current Zone Profiles and Record Types defined on the Document Type in Configuration. This will ensure that the Zone Profile assignment is using the latest set of profiles thus preventing duplicate profiles from being created.

Validation should fail for Documents that don’t trigger a Zone Definition Profile

If this option is selected, then any Documents that fail to trigger a Zone Definition Profile (i.e. they are using the Default profile) will be considered an Exception. The document will then either be rejected to an Exceptions Batch or cause the Batch to be suspended in the Index module depending on the Exceptions Processing settings. In order for this setting to be applied, Zone Definition Profile triggering alerts must be enabled on the Document Type (shown below). This setting will be auto-selected when saving the Index Module settings with the “Validation should fail…” option enabled.