Indexing

The options available on the Indexing tab are outlined below.

Allow indexing in Capture module: The user can enter or edit index fields in the Capture module.
Hide Index fields in Capture module: When Allow indexing in Capture module is not selected, the inactive index fields can be hidden to increase the viewing area.

Indexing options

Indexing mode on when opening batches: Causes the indexing mode to be active when loading a batch in the Capture module.
Index field font size: Selects a font size for the index field to be displayed in. The available sizes are:
- 8.25
- 10
- 12
- 14
- 16

Allow the <Enter> Key to move between fields: The user can press Enter to move from one field to the field below.

By default, the Tab key is used to toggle between fields.
Select text when an index field receives focus: Highlights all the text that exists in an index field when selected.
Skip to the next field when the maximum character count is reached: Skips to the next field when the maximum character count is reached.

Maximum character count can only be set for text and memo fields.
Include Folder fields in field navigation: Includes folder index fields in the field navigation dialog box.
Go to the next field after selecting an item from a list: Causes the cursor to go to the next index field once the user has selected an item from a list.

Run Lookups when document is created: When this feature is enabled, Lookups are executed automatically at initial document import.
Enable data validation of index fields in Capture module: Select this option if lookups are being performed during capture time and the user wishes to have real-time feedback on field validation.
- Validation should fail if lookups have failed: Tag a field as failed if lookups return no value.
- Validation timing: Users can select the frequency by which index validation is being checked. The available options are:
  - Validate index values after each field
  - Validate index values after each document
  - Validate index values when closing a batch

Show initial value entry for sticky / auto increment fields when capture begins: Opens the initial value dialog box and prompts you to enter starting values for sticky and auto-increment fields when selecting Start Capture.
Display index field zones mode on when opening Batches: Displays zones on the document when opening batches.
- Enable zoom to zone mode when opening Batches: The image preview zooms to OCR/ICR/OMR zones when the field is selected.
Zoom to the entire parent zone for multi-record and line item extraction zones: If a multi-record zone is used, this option displays the entire zone rather than the sub-zone for the current field.
Disable index field tooltips: Suppresses a floating tooltip on the image screen with the value of the index field.