Performing Auto-Complete Indexing - Interactive Data Capture - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Premier - Standard

Interactive Data Capture

Platform
OnBase
Product
Interactive Data Capture
Release
Foundation 22.1
License
Essential
Premier
Standard

To perform Auto-Complete indexing:

  1. From the Batch Processing layout of the Unity Client, select an indexing or re-indexing batch status queue (i.e., Awaiting Index, Index in Progress, Awaiting Re-Index, Re-Index in Progress, Awaiting QA Re-Index, etc.). All batches residing in the selected batch status queue are displayed in the Batches pane.
    Note:

    The example shown below demonstrates how to perform Auto-Complete indexing on a document residing in the Awaiting Indexing batch status queue. Depending on the batch status queue you are using, some menu options and button names may be different. For more information, see the Document Imaging module reference guide or help files.

  2. Right-click on a batch and select Index Documents. The Data Capture Server Windows Service automatically starts to perform OCR processing on the batch, and the first document in the batch is displayed in the Document Viewer.

    Note the following:

    • A label indicating whether the Data Capture Server is currently running (e.g., Data Capture Server Unavailable) is displayed above the upper-right corner of the Document Viewer.

    • If the Data Capture Server is running, a label indicating the current indexing mode (e.g., Interactive Data Capture Indexing Mode) is displayed above the Document Type drop-down list.

    • If OCR results must still be retrieved from the Data Capture Server before the next indexing action can occur, a label indicating that the OCR Status is In Progress is displayed above the upper-right corner of the Document Viewer.

    • Once OCR data retrieval is complete, a label indicating that the OCR Status is Complete is displayed above the upper-right corner of the Document Viewer.

    • If an error prevents OCR results from being retrieved, a label indicating that the OCR Status is Error is displayed above the upper-right corner of the Document Viewer.

  3. If a Document Type has not already been selected for the displayed document, select one from the Document Type drop-down for the displayed document.

    Once a Document Type is selected, the Keyword panel is populated with the Keyword Types associated with the Document Type.

    Note:

    If you are performing Auto-Complete indexing within the Document Date field, you do not have to select a Document Type before proceeding to the next step.

  4. Do one of the following:
    • In the Keyword panel, set the focus to one of the Keyword Type fields that you would like to extract a value for.

    • Set the focus to the Document Date field.

  5. Begin typing a value in the Keyword Type or Document Date field. If the character(s) you typed match(es) the leading character(s) of any values stored in the document's OCR data, an Auto-Complete drop-down list containing those values is displayed below the field.

    When using the Auto-Complete list, note the following:

    • For currency values, the Auto-Complete list displays matching values without regard to currency symbols.

      For example, the Auto-Complete list would display 1,203.00 as a potential matching value if you started typing any of the following into the Keyword Type field:

      • $1,203

      • 1,203

      • 1203.00

      • 1203

      • $1203

    • The Auto-Complete list displays a maximum of seven suggested values for the current page.

    • For the Date and Date & Time Keyword Types, the Auto-Complete list will not use the character(s) you typed to filter out results. Instead, the Auto-Complete list will display a maximum of seven values that match the format of the Keyword Type. The leading character(s) of those values are not taken into consideration.

    • For masked Keyword Types, the Auto-Complete list will not use the character(s) you typed to filter out results. Instead, the Auto-Complete list will display a maximum of seven values that match the format mask of the Keyword Type. The leading character(s) of those values are not taken into consideration.

    • The Auto-Complete list initially displays single words before phrases. If you type a space in the Keyword Type field, the Auto-Complete list only displays phrases.

    The suggested values are color-coded, both in the Auto-Complete list and in the binding boxes on the document, according to the OCR engine's level of confidence in their accuracy (e.g., green for high confidence, red for low confidence). The currently selected value is highlighted in orange in the Auto-Complete list, and its binding box blinks on the document.

    Note:

    The currently selected value's blinking binding box is not displayed on PDF documents.

  6. To navigate the Auto-Complete list, use the up and down arrow keys.
  7. Select or enter a value by doing any of the following:
    • Press Tab to populate the Keyword Type or Document Date field with the currently selected value and shift the focus to the next Keyword Type field in the Keyword panel.

    • Press Enter to populate the Keyword Type or Document Date field with the currently selected value and leave the focus in the current field.

    • Use the mouse to click a value in the Auto-Complete list to populate the Keyword Type or Document Date field with the value and leave the focus in the current field.

    • Press Esc to close the Auto-Complete list without making a selection. The character(s) you have previously typed remain in the field, allowing you to finish typing the value manually.

      Note:

      If you press Esc after typing values in a Date Keyword Type field, the character(s) you have previously typed are cleared from the field. If you press Esc a second time, the characters in the field revert back to the original value.

  8. Repeat steps 4 through 7 for each value that you would like to extract for the currently displayed document.
  9. Once you are finished indexing the current document, click Index. The next document in the batch is displayed.
    Repeat steps 4 through 8 for the remaining documents in the batch. Once all documents in the batch have been indexed, the batch is automatically routed to the next batch status queue configured for the scan queue.