› Index Setup Tab › Creating an Index Field

Creating an Index Field

Create index fields to collect data from the documents you scan. Typical examples of index data include the following:

  • Patient number, patient name, or birth date for medical records
  • Tracking number (often a bar code) for airway bills
  • Invoice number, invoice date, supplier number, or supplier name for incoming invoices
  • Policy number or claim number for insurance claim records
  • Brand, model number, or device type for technical hardware manuals

  1. On the Index Setup tab, in the Index Fields group, click New.

    The new field is selected on the list of index fields. Also, a default name for the new index field appears in the Label field in the Define Index Fields group.

    By default, a new index field is assigned a sequential name, such as Field 1, Field 2, etc. You can assign another name to the index field.

    When you initially open the Index Setup tab, only the New control is available. The other controls on the tab are hidden until you create the first index field.

  2. Configure the new index field.