Sort by field value

Select Enable sorting by this field in the field profile Options settings if the single item field can be used as a sorting field for Verify and Transfer jobs.

If the field is a date field, the documents are sorted by date using the format YYYYMMDD, regardless of the format of the date on the documents.

Do not select this setting for all field profiles. Decide which fields will be useful as sort fields and specify the setting only for those fields.

The documents are sorted according to the sorting field’s value and status.

  • If the values are sorted in descending order, documents with complete sorting fields are sorted first, followed by documents whose sorting fields have interpretation errors.
  • If the values are sorted in ascending order, documents whose sorting fields have interpretation errors are sorted first, followed by documents with complete sorting fields.

Example

You can use this to sort documents based on the value of the ‘due date’ field. The result is that you verify and transfer the documents with the earliest due date first.

  1. Using Manager, open the document profile, make sure it is inactive, and then open the single item field profile.
  2. Select the Options settings.
  3. Select the settings in the Field sorting box.
  4. Select Enable sorting by this field.