Index Fields

Displays indexed data of captured images. The size and content of the fields are document type or project specific. Index data can be entered or edited at this time if “Index Data Editing” is enabled. When OCR assisted indexing is enabled, the results will be populated here.

Multi-record Indexing

At times, a batch/folder/document can have multiple index records, indicated by “Record X of Y” as shown in the image below. These multiple records can be user generated, or can result from returns after a database query. If multiple records are found while performing a database lookup, PSI:Capture can be configured to automatically return the first matching record, display a list for user to choose, or create a new document record for each record returned.

On Demand Lookup

 Index fields used as key for database lookup will have this icon next to it. Clicking it initiates a lookup based on the data entered in the field.Useful to refresh the record after the index field has been changed.

NOTE: “Allow Multiple Records per Document when Indexing” must be enabled to process multi-record indexing. See “General Information (Part 2)” and “Lookup Configuration” in “Advanced Indexing” for “Document Type Configuration” in the Administrative guide for more details.