Index Setup Tab
Use the Index Setup tab to create and configure index fields to collect document level data during the scanning and indexing process. Once the index fields are configured and documents are scanned, continue with the indexing process to collect and verify key information associated with each document.
Index Setup Tab
Control |
Name |
Description |
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Index Fields group |
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New |
Adds a new index field. After one or more index fields are created, additional settings appear on the Index Setup tab. |
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Delete |
Deletes the currently selected index field. |
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Select index field |
Selects an index field to configure. Not available until you create more than one index field. |
Define Index Fields group |
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Label |
Sets the index field label, which by default is assigned as "Field <N>" where <N> is a numeric character. |
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Default |
Sets the default value for the index field. Click the setup tool to select from the list of default values. |
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Show in Document Title |
Sets the index field value to appear in the title bar of each document in the image viewer. |
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On Page |
Sets the number of the page on which the index field data is expected to appear. |
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Sticky Value |
Sets the index field value as "sticky" so that it is automatically inherited by subsequent documents that contain the same index field. |
Read Only |
Sets the index field value so it cannot be changed manually while indexing is in progress. | |
Type |
Sets the index field type as "Single line," "Choice list," or "Database lookup." If you select "Choice list" or "Database lookup," click the setup tool to configure the index field. | |
Validation |
Sets a mask that must match the index field value. Otherwise, the value is not valid. Click the setup tool to select from the list of validation masks. Applies only to "Single line" index fields. | |
Minimum Length |
Sets the minimum length for the index field value to be valid. Applies only to "Single line" index fields. | |
Required |
Sets the index field value as required. When selected, an empty value is invalid. | |
Zonal Recognition group |
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Template Mode |
Creates a set of recognition zones that you can save permanently as a zone template, which becomes part of the job settings. See Setting Up a Recognition Zone Template. |
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Lasso Mode |
Creates recognition zones that are used for the current session without being saved to a zone template. The zones apply only to the current document; if Memorize is selected, the zones are saved temporarily to apply to subsequent documents. See Drawing Recognition Zones. |
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Memorize |
Saves recognition zones created in Lasso Mode so they can be applied during the current session to subsequent documents with similar attributes. Not available with Template Mode. |
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Setup |
Opens the Zonal Recognition Setup window, where you set preferences affecting detection of OCR, MICR, and bar code values during index zone processing. While Template Mode is active, this window is available only when a new, unsaved zone is drawn. |
Validation Script group |
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New |
Starts Visual Basic .NET to create and compile a document validation script. In a multiuser environment, a compiled script is available to other workstations after you publish it. See Working with Validation Scripts. |
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Edit |
Opens Visual Basic .NET to edit a document validation script. Not available until you create a validation script. |
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Delete |
Removes a document validation script. Not available until you create a validation script. |