Kofax INDICIUS 6.0 - Manual (Page 83)

Configuring Completion and Verification
Getting Started Guide (Fixed-Form) 77
9
Save the template.
X To update field labels and captions
Field labels default to having the same name as the field. The name of a field label is
the same as the caption it displays. It will sometimes be necessary to update these
names to improve clarity.
1
Double-click on the “CreditCardNumber:” label.
The Field Name window will display.
2
Update the name to be “Credit Card Number:”
3
Repeat for the “CustomerID:” and “FirstName:” label, adding a space into
the name.
X To set the field status
Certain items of data on the documents are mandatory, that is, they must always be
on the document. Others will never be edited, for example the barcode.
1 Select the “Mr Group” field.
2 On the Properties panel on the right, set the value of the “Mandatory”
property to “Yes”.
The field will be highlighted in yellow.
3
Repeat for “Surname”, “FirstName” and “Address”.
4
Select the “Barcode” field.
5
On the Properties panel, set the value of the “Read-only” field property to
“Yes”.
X To update field properties on a group text field
A group text field is a grouped field where the data from all fields is presented in a
single text field. Grouping is set up automatically at import - by default the value set
in the field if a particular field is checked is the name of that field , that is, value =
source field name.
The following steps will change the “Mr Group” field to use numerics to represent
the three input fields. If any keying is required this only requires a single key stroke,
rather than entering the full text. The data could be converted at the export stage if
required.
1 Double-click on the “Mr Group:” label and rename it to “Title:”.