Keyword Ranges and Page Keyword Ranges - COLD/ERM - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

COLD/ERM
Platform
OnBase
Product
COLD/ERM
Release
Foundation 23.1
License
Standard
Essential
Premier

To define a Keyword Range or Page Keyword Range:

  1. Select the Keyword Types branch in the Visual COLD Configuration window.
    Tip:

    Ensure that the Keyword Types branch selected belongs to the correct Document Type before proceeding.

  2. Drag the mouse over the area on the sample file that corresponds to a Keyword Value to be identified by the COLD processor. The length of this area should be the largest possible area that the Keyword Value will occupy. This will avoid any value being cut off when the Process Format is run. When the mouse is released, the area will be highlighted in yellow.
  3. Select the appropriate Keyword Value option from the displayed menu: Add Keyword Range or Add Page Keyword Range.
  4. The Select Keyword Type dialog box is displayed.
  5. Select the Keyword Type that is represented by the highlighted value and select Apply.
    1. If you selected Add Page Keyword Range, enter the page number the Keyword Type appears on in the Page Number box.
      The selected Keyword Type is displayed immediately below the Keyword Type branch, along with the LINE, COLUMN, WIDTH and HEIGHT coordinates of the Keyword Type field on the displayed page. Configured Keyword Values display in green.
      Note:

      The maximum height of a document is 160. The Line value plus the Height value cannot exceed 160.

  6. Double-click the [VALIDATION] branch to toggle between YES and NO.
  7. You can strip characters from the string if it contains excess characters that you do not want to store as part of the Keyword Value. Click the [Process] branch to display the Process Field dialog box and select one of the character stripping options:

    • Keep All Characters - Retains all characters of the string for the Keyword Value. This is the default value.

    • Strip Spaces- Removes all spaces from the string for the Keyword Value.

    • Strip Character- Removes a specific character from the string for the Keyword Value. Enter the character to be stripped in the text field.

    • Strip...Chars from Beginning or Strip...Chars from End - Removes a certain number of characters from the beginning or end of the string. Enter the number of characters you want to remove from the string in the text field.

  8. For Currency or Date Keyword Types, right-click the [FORMAT] branch and select Edit to correctly format the Keyword Type. See Currency Formatting Options or Date Formatting for more information.
  9. Repeat steps 1-7 to identify additional Keyword Ranges or Page Keyword Ranges.