Kofax Express 1.1 - Manual (Page 16)

16 Kofax Express Getting Started Guide
Indexing
Kofax Express supports the ability to set up index fields to represent the content of the
documents that you scan. Indexing is a two-part process:
„
Configure the index fields before you scan.
„
Click Indexing to enter or verify the index field values after you scan.
When you release a batch from Kofax Express, the index data is included in text or
xml format. You can use the index data to quickly locate and retrieve documents after
releasing a batch to an archival or storage system, Kofax Capture, or Microsoft
SharePoint.
Configuring Index Fields
Once you determine how many index fields to apply to each document, you can use
the Index Setup tab to configure the values (based on bar codes, document numbers,
image counts, and more) that are automatically assigned, as well as the values that are
manually entered. You can also set up a validation mask to verify the accuracy of the
index field values. For more information, see the Index Setup Tab topic in the Help.
Indexing Documents
To perform indexing and verification, you click Indexing to switch to indexing
mode. While indexing mode is active, the Indexing panel and navigation toolbar
(Figure 5) are displayed on the right side of the application window. In this mode,
you can view and verify automatically applied index values, or you can manually
enter the values. While you are in indexing mode, the index fields cannot be
configured; indexing is intended strictly for verification or manual entry of index
fields. For more information, see the Home Tab - Index Group topic in the Help.
Figure 5. Indexing Panel