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Indexing a Batch

Switch to indexing mode to verify index field values, or enter them manually. Also use indexing mode to set up recognition zones to collect index data.

If you are working with a validation script, it runs automatically when you switch to indexing mode.

When you switch to indexing mode, it affects the appearance of the user interface:

  • Image viewer changes to single image view.

  • Indexing panel and navigation toolbar appear on the right side of the Kofax Express window.

  • Index fields for each document in the batch are listed on the Indexing panel.

  • Batches and Performance panels are hidden.

  • Only the Home tab and VRS Corrections tab are available while indexing mode is active. Click any other tab to exit indexing mode.

Starting with the first index field, enter a valid value or correct the existing value. If an invalid field is detected, the problem entry is displayed in red until you correct it. The source of the problem appears in a "balloon" message.

Once all of the index fields are entered and verified, export the batch.

Be sure to familiarize yourself with the guidelines for invalid and incomplete index fields.

  1. Verify that the appropriate index fields are configured on the Index Setup tab.
  2. Scan a batch of documents.
  3. On the Home tab, in the Index group, click Indexing to switch to indexing mode.

    You are presented with the first document page that contains an incomplete index field. The page in the viewer corresponds to the page specified as the On Page value for the incomplete index field on the Index Setup tab.

    If no page is specified, the first page of the document appears in the viewer (or, if you used the Page mini toolbar to start the indexing process, the first selected image appears in the viewer).

    If the document contains no incomplete index fields, the first index field is displayed in the viewer.

  4. Starting with the first document, verify that each index entry is accurate and do the following, as applicable:

    • For an incomplete index field entry, enter the appropriate value. If applicable, the value must match the required format specified on the Index Setup tab.

    • For a "Choice list" index field, select from the list of predefined values.

    • For a "Database lookup" index field, select from the list of values from the database. Based on the value you select, values for related index fields are filled automatically (if you configure their default values to be filled from the database).

      For example, suppose you select "GB" as the value in the "Database lookup" field, which contains a list of country codes. If you have a "Single line" index field with the default value set to <ODBC_Country>, it is filled automatically with the value "Great Britain" if you enter "GB" in the "Database lookup" field.

    • Optionally create recognition zones. See Drawing Recognition Zones or Setting Up a Recognition Zone Template.

    • For each index field in the first document, use the zoom options on the status bar to adjust the magnification so that the information to be indexed is positioned within the viewing area. The magnification is "remembered" per field and applied to the same field in subsequent documents that you index.

  5. After you enter or verify all index values, click Indexing to exit indexing mode.

    All tabs are available again, and the viewer is restored to the standard appearance.