Index Batches

Most document management systems make use of index fields to search and retrieve documents that you export from Kofax Express. For example, "Customer Name" and "Customer Number" are typical index fields used to search for customer records.

Create index data with Kofax Express by manually entering the index information from scanned images or by using bar codes to automatically index documents as they scan. You can also fill index fields with information from an existing database or from recognition zones.

In a multiuser environment, you can use the Kofax Express Index application on a workstation dedicated to indexing documents.

When you export a batch from Kofax Express, the index data is included in text or xml format, which can be easily imported to most document management systems.

After scanning, you can switch to indexing mode to enter and validate index field values in your documents before the batch is exported. If you are using a validation script to automate the indexing process, the script is run automatically when you switch to indexing mode.

Before you start indexing, be sure that settings related to bar code detection and indexing are configured with the Bar Code Setup tab and the Index Setup tab.