General

• Standard indexing: Data is keyed into index fields in a standard Index workflow step, and no additional workflow steps for re-key validation are used.

• Re-key indexing: This option forces users to re-key specific fields in a secondary Indexing workflow step as a designated means of validation/verification by a second user. This function ensures a secondary user who has not previously interacted with the incoming documents has a chance to verify the integrity of the data.

  When configuring an index field for re-key indexing, there are at least two index workflow steps:

  • Standard Index step

  • Re-key indexing step

• Re-key validation: This option forces users to re-key specific fields in a secondary Indexing workflow step as a designated means of validation/verification. Then, an additional workflow step is added for a tertiary level of validation/verification by a separate party. Double-blind and third-party verification configurations fall under this category. This process ensures that three total individuals are involved in the data verification process: the initial batch processor, the secondary verifying user, and the tertiary verifying user.

  When configuring an index field for re-key validation, there are at least three index workflow steps:

  • Standard Index step

  • Re-key indexing step

  • Re-key validation step

For a detailed breakdown of re-key indexing and validation configuration options, see Advanced Indexing: Re-key Indexing.

• Automatically open next Batch of the current Capture Profile: Selecting this option causes the next batch of this capture profile, which is neither suspended nor an exception batch, to open up in the Index module.

• Indexing mode on when opening Batches: Selecting this option causes Index mode to be on, in which case, the operators would not need to select the index icon on the toolbar to enable indexing 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.

  If Automatically open next Batch of the current Capture Profile and Automatically close Batches after last Document is indexed are also selected and successful, each batch of this capture profile that is not suspended or an exception batch awaiting index is automatically opened, indexed, and closed.

• Automatically close Batches after last Document is indexed: Selecting this option causes the batch of this capture profile to close once the last document in the batch is validated.

Select when to validate the index fields:

• Validate index values after each field

• Validate index values after each Document

• Validate index values when closing Batch

Validation should fail if Lookups have failed: If you wish to be notified about errors in lookups, then select this option to trigger a validation failure. This option is not enabled by default.

Enable audio notifications: If users wish to have an audible notification of lookup or validation failure, then select this option. It is enabled by default

• Allow Enter key to move between fields: If this option is selected, the user can press Enter to move between fields. Otherwise, only the Tab key can be used to move between fields.

• Select text when index field receives focus: Selecting this option highlights 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 causes skip or enter to occur when the maximum character count reached.

  Maximum character count can only be set on text or memo fields.

• Include Folder fields in field navigation: Selecting this option includes folder index fields in the field navigation dialog box.

• Go to next field after selecting item from list: Selecting this option causes the cursor to go to the next index field once the user has selected an item from a list.

• Go to next field after selecting On-Demand OCR/ICR value: Selecting this option causes the cursor to go to the next index field once the user has selected the index value from the current page.