Contents
- Return to Main Site
Two Values - Title Bar
This is a method where the Window Title Bar contains a unique piece of data that is to become the folder name and the prefix of the document name with the suffix becoming the data in a drop down list. When a new file arrives it will replace the original or Append the pages to it.
Some database applications display a file name in the Title Bar and this is captured and used to relate to the document folder. Please note that not all only "most Title Bars can be captured".
Show above is a Title Bar that contains a File Name in an application where there is a unique file name. This particular application is for generating loans. With this setup the user will be able to retrieve a document type related to the loan or the entire file with book marks for file document type that are bookmarked for date of addition.
Setup:
1 - Enter a Name for the Job - this name will appear in a drop down list
2 - Select an Indexing Method, which in this case is "Two Values - Title Bar"
3 - Enter all text that appears in the Title Bar that needs to be removed from the file name
4 - Enter a part of the Window Title that always appears. This is usually the application name.
5 - Enter a list of Document Types
6 - Place a check mark in this box if the user is to be allowed to add document types during the document capture
7 - Enter a storage folder for the documents
8 - Enter an option for what to do when a file exists the options being replace, Append New Last and Append New First
9 - Select a Scanner Profile which forces the same scanner settings to be used each time.
Output results:
The file folder matches the Title Bar as does the file prefix. The suffix is the document type.
The document has book marks each time an addition is made
Multiple file sections can be retrieved so that it is similar to opening the contents of a paper file folder.