Performing Point and Click 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 Point and Click indexing:

  1. From the Batch Processing layout of the Unity Client, select an indexing batch status queue (i.e., Awaiting Index, Index in Progress, 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 Point and Click 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.
  4. In the Keyword panel, set the focus to one of the Keyword Type fields that you would like to extract a value for.
  5. Identify the text on the document that you wish to extract for the selected Keyword Type field, and click on the text in the Document Viewer.
    Tip:

    To ensure that currency values that contain spaces as thousand separators (e.g., 4 500 367 456,000) are properly selected, click on the beginning of the currency value's text.

    The selected text is highlighted on the document by a blinking binding box, and the value is populated in the selected Keyword Type field. The binding box is color-coded according to the OCR engine's level of confidence in their accuracy (e.g., green for high confidence, red for low confidence).

    Note:

    Text cannot be selected if it is longer than the Keyword Type's configured maximum length or if it does not match the Keyword's Data Type.

  6. Once the clicked value has been populated in the Keyword Type field, accept or reject the populated value by doing any of the following:
    • To accept the populated value, click on the document's selected text. The binding box and color highlights are cleared, and the populated value remains in its Keyword Type field. Depending on your configuration, the focus is shifted to the next Keyword Type field or the next suspect Keyword Value in the Keyword panel.

    • Right-click on the document's selected text or press Esc to reject the populated value. The binding box and color highlights are cleared, and the populated characters in the field revert back to the original value. If you press Esc, the focus remains in the current Keyword Type field.

    • Press Tab to reject the populated value. The binding box and color highlights are cleared, the populated characters in the field revert back to the original value, and the focus shifts to the next Keyword Type in the Keyword panel.

    Tip:

    Though not as fast or convenient as Point and Click indexing, the Swiping feature allows for more precise text selections on documents. For more information, see Swiping.

  7. Repeat steps 4 through 6 for each value that you would like to extract for the currently displayed document.
  8. Once you are finished indexing the current document, click Index. The next document in the batch is displayed.
    Repeat steps 4 through 7 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.