A Data Set Keyword Merge is a feature that allows Keyword Values to be applied (i.e., "stamped") onto a document when it is assigned to a Document Type. The Keyword Values can be stamped on the document as text or as a Code 3 of 9, Code 128, DataMatrix, PDF417, or QR code bar code.
A Data Set Keyword Merge is similar to a Document Merge Item, but they differ in several significant ways:
-
A Data Set Keyword Merge is specific to Front Office Scanning; it is configured in the Front Office Scanning configuration file, not the OnBase Configuration module.
-
A Data Set Keyword Merge can only "stamp" Keyword Values on the document, whereas a Document Merge Item can "stamp" an overlay and data values (Keyword Values and metadata about the time the Document Merge Item was applied to the document).
Nearly every aspect of a Data Set Keyword Merge is configurable, from the Keyword Types whose values are displayed on the document; to the location where the Keyword Values are stamped on the document; to whether the Keyword Values are displayed as Code 3 of 9, Code 128, DataMatrix, PDF417, or QR code bar codes, or as text (and the font and size of the text used to display the Keyword Values).
The ability to apply a Data Set Keyword Merge to a document is controlled at the Document Type level. This allows you to apply a different Data Set Keyword Merge to each Document Type, or to decide not to apply a Data Set Keyword Merge to Document Type at all.
Any number of Data Set Keyword Merges can be configured for your Front Office Scanning solution, but only one Data Set Keyword Merge can be configured per Document Type button.
There are two steps needed to configure a Data Set Keyword Merge:
- Configure the Data Set Keyword Merge Item in the Front Office Scanning Configuration File. See Configuring a Data Set Keyword Merge Item.
- Assign the Data Set Keyword Merge Item to One or More Document Type Buttons. See Assigning a Data Set Keyword Merge to a Document Type Button.