Manual Indexing

The Indexing pane of the main window allows specifying the document type and attributes.

To index a document, you need to specify its type first. Select one of the available types from the Document Type drop-down list. The document types available are defined by the workflow.

Attributes are defined for each specified document type. When the document type has been selected, attribute fields appear. Some of the attribute fields are mandatory for filling in. The document cannot be sent for export until these fields are filled in. The active field is highlighted blue. When the attribute value is entered, the next field will be highlighted automatically.

Hold the mouse pointer over a field to display a tooltip describing the value constraints of the field's type. If the value specified by the operator does not satisfy these constraints, a warning stating that the value is not permitted or has the wrong formatted will be displayed when the operator clicks the Accept Document button.

Some fields are required, i.e. they must contain a value. A document with empty required fields cannot be exported.

There are several document attribute types:

  • Single line
    Contains only one line of text. One line appears on the Attributes Pane for you to fill in the attribute. To specify the value of a single-line attribute, select a word or group of words, or outline the required paragraph with the mouse cursor on the Image pane. The selected fragment will be registered as the value of the specified attribute. You can also enter or edit the attribute value from the keyboard.
  • Multiple lines
    Contains several lines of text. A multi-line field appears on the Attributes Pane for you to fill in the attribute. To specify the value of a multi-line attribute, select a word or group of words, or outline the required paragraph with the mouse cursor on the Image pane. The selected fragment will be registered as the value of the specified attribute. You can also enter or edit the attribute value from the keyboard.
  • Checkbox
    Provides for two filling variants: valid or invalid. To fill in this attribute, put or remove the flag on the Indexing Pane.
  • List
    Provides for multiple filling variants. To fill in this attribute, select one of the values from the drop-down list.
  • Regular expression
    Similar to the single line attribute, but the value must comply with the regular expression defined by the administrator for this field. Regular expressions can define the format of a date, an e-mail address, an amount, etc. Words inside the document that comply with the regular expression are automatically highlighted with color on the Image pane. To fill in the regular expression field, point the cursor to the necessary highlighted word and left-click it. You can also enter or edit the attribute value from the keyboard. However, if the entered value doesn't comply with the regular expression, a warning will appear and the field will be highlighted red. You will not be able to export the document until the value format is correct.
  • URL
    This attribute must contain a URL (the value must begin with http, https, ftp, smb, file, mailto, etc.).
  • Currency
    The value of this attribute can only be a number. No other characters are allowed.
  • Date
    You can specify the value of this attribute by selecting a date in a calendar. Its default value is the current date.
  • Number
    The attribute contains a number.

When the document arrives at the Indexing Station, its type and some of the attributes may already be filled automatically by an indexing script. In this case, you will be able to verify and, if necessary, correct the pre-filled fields.

See also

Main Window

29.11.2022 17:26:42

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