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Two Values - Clipboard
This is a method where the clipboard 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 applications display a value that is unique and can be captured to the clipboard by pressing "Ctrl + C" This value is used for the folder name. The user opens their database, highlights the number presses "Ctrl + C" and the unique value is captured.
Show above is an Employee Number which is unique to the employee. With this setup the user will be able to retrieve a document type related to the employee or the entire file with book marks for file document types 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 - Clipboard"
3 - Enter a list of Document Types
4 - Place a check mark in this box if the user is to be allowed to add document types during the document capture
5 - Enter a storage folder for the documents
6 - Enter an option for what to do when a file exists the options being replace, Append New Last and Append New First
7 - Select a Scanner Profile which forces the same scanner settings to be used each time.
Output results:
The file folder matches the Clipboard Contents (in this case the employee number) 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.