Index Field Settings

SimpleIndex Simple Setup Configuration Index Field Steps

Enter the name or label to use to identify the field. File naming options can be selected here, but these options are more easily configured from the Index & File Naming screen so you can see how they interact with the other index fields.

For OCR and Barcode fields, the Text Matching Type option will be displayed. Select the desired option to display the corresponding Index Field Wizard page in the following step.

When you select Both, the template will be matched first and then the dictionary list is matched against the template match result. This can prevent false positives when dictionary terms can appear in other places on the document.

If a data source has been configured, the Database Mapping options will be displayed. Select the corresponding field in the database to use for data export.

Required

When this option is selected, the user will not be able to finalize a batch unless all images have been saved with a value for this field.

Folder

Adds this field to the File Naming Schema as a subfolder.

This option uses the index values to create subfolders in the Output folder.

If multiple folder fields are selected, nested subfolders are created in order from top to bottom.

Filename

Adds this field to the File Naming Schema as a filename part.

When this option is selected, the image files are exported using this index field value.

If multiple fields have this option checked, the filename will contain all the values in top to bottom order, separated by the Field Separator character.

Forward

This option “carries forward” the field value to subsequent images until a new saved value is encountered. Use this to index multi-page documents without having to re-type the index data for each page.

When unchecked, each page must be indexed individually.

When using coversheets created with SimpleCoversheet or another barcode application, the forward option will automatically apply the barcode values to all the pages between the coversheets.

Database Mapping

Use these settings to map the index field to a field in your database. Depending on the selected Database Mode, records will be added, modified or searched, and List fields will be populated with unique records from this field.

Database Field Name

Select the database fields that correspond to the fields you define under the Index tab. If there is no corresponding database field, then leave this value blank.

Editable

This option is only used in Update mode. For each field, select this option if you want to allow the user to edit the values in this field. Leave it unchecked if you want to use the existing values for reference or file naming only and not allow the user to modify its value.

Filter

This option allows you to define default search criteria for Retrieval and Update modes. Whenever the search screen is displayed, the value(s) entered here is displayed in the search criteria for that field. This makes it possible to add default filters to automatically search a certain subset of documents or make it easier to perform searches by partially filling search fields.