Template cross-references compare text values in a source document (which must have a Text file format) to Keyword Values stored for the cross-referenced Document Type. The text values used for comparison are offset from the text string a user clicks to initiate the cross-reference. Template cross-references are useful when users might not know which text values are used as Keyword Values on retrieved documents.
In OnBase, the text string a user double-clicks from a source document is called the Identification String. The text values used to match Keyword Values on retrieved documents are called Keyword Strings. Because Keyword Strings must always be in the same place relative to the Identification String, Template cross-references are ideal for documents that follow a standard template (e.g., a text-based report).
The following document lends itself to a Template cross-reference:
For example, the Identification String could be “First Federal” because this text appears in the same column on every document. A Keyword String could be the account number, since this value always has the same number of characters and appears in the same place relative to the Identification String. With this configuration, a user would double-click “First Federal” to retrieve documents indexed with the displayed account number.
To configure a Template cross-reference:
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At the Document Types dialog box, select the Document Type that will represent the source document (i.e., the document used to initiate the cross-reference). Click Cross-References.
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Click Template.
The Cross-Reference Template Configuration dialog box displays.
