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Two Values - Keyed
With this method the user selects a unique identifier or enters one. This will become the file folder for the related documents. The user can select a document type from a list or add them as they go. This is ideal for when there is no database to relate the records to but the files are similar. For instance, keeping all files together for different projects, bids, quotes or proposals. The project name would become the unique identifier. When retrieving the files the user selects the project and then from all of the documents related to the project. So, if the project was a Bid, all quotes related to the Bid would be together, organized by who quoted the project and any changes or updates to them would date stamped.
Setup:
1 - Enter a name for this Job, this name will appear in a drop down list
2 - Select an Indexing Method, which in this case is "One Value - Document Type"
3 - Enter a list of document types
4 - Place a check mark in this box if the user is allowed to add document types when the program is run
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 keyed in document identifier 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.