Adding a Document Index

Select the Indexes tree node or an existing Document Index tree node after which want to add the new document index.

To add a document index, follow these steps:

1.  Click the Add DocuPhase Index button. AIIbutton

A new document index node (Draw Zone) is created.

 

2.  Click the Select Zone arrow tool in the Image Viewer and draw a zone around an area on the displayed page that contains the index value you wish to be inserted into a DocuPhase application.

After the zone is drawn, the created document index node prompts you to Set Properties for the new document index.

Rounded Rectangle: • Note: To draw a zone, begin by moving the mouse cursor to the position on the page within the Image Viewer where the top left position of the zone will start. Next, press and hold down the left mouse button. While continuing to hold the mouse button, move the mouse downward and to the right. A rectangular area will appear and resize as the mouse is moved. When you are satisfied with the zone drawn, release the mouse button.

 

 

Rounded Rectangle: • Comment: If the document definition’s Enforce Required Index Values option (see Document Definition Properties Form) is checked, a Document Index must be added for each required DocuPhase index defined in the document definition’s DocuPhase application. If a required index does not have a matching Document Index added, an error message will display in the status bar notifying the user what required index is missing.

 

 

More:

Setting Document Index Properties