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Wednesday, 28 February 2018 / Published in Database & Retrieval, Export

What is “Match & Attach” mode?

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Created OnFebruary 28, 2018
bydwilder
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Please refer to the Wiki Documentation for the complete Database Mode reference.

Match & Attach mode lets you batch update multiple records in a database using the index data from your SimpleIndex job. For example, if you have a large backfile of documents that you want to scan and link to records in an existing database, you can use Match & Attach to find the corresponding record and set the Image Path field to the newly scanned file.

This allows documents to be indexed with a variety of information and then have it find a particular record based on up to three different key indexes in a data source.  It can then fill in additional data columns with indexed information along with the full text information, page count, batch ID and image path.

The Match & Attach uses the key field in the  “Autofill Settings…” in the Indexing & File Naming step of the Job Settings Wizard in the File menu.  Then fills the data into any blank columns for the record in the database and also changes any fields that are different.

Related Links

  • SimpleIndex Wiki – Match and Attach Records
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Tagged under: Database, Database Autofill, Document Automation, Document Retrieval, MS Access, MySQL, ODBC, Oracle, Records Management, SQL Server, Workflow Manager

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