Canon 3323B001 Administrator's Guide - Page 22

Defining index fields, Index File, Default, User modify, Required

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18 | Installing and configuring the connector Defining index fields When you configure Quick Connect's document indexing option, the connector prompts the user to enter information in one or more fields. The information describes the content of the document, such as a case ID, a client name, or a document type. Quick Connect saves the index information with the scanned document. This option is useful with backend applications that can process the scanned documents (image files) and index files in the destination folder. To define index fields: 1 Select the Index File tab. 2 Click New. 3 Use the Index Field Editor to define an index field and its default values, see page 19. The Default, User modify, and Required fields are not available with all field types. 4 Click OK. 5 Repeat this procedure for each new index field. 6 Click Save, select or specify the profile name, and then click Save.

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18
|
Installing and configuring the connector
Defining index fields
When you configure Quick Connect’s document indexing option, the
connector prompts the user to enter information in one or more fields.
The information describes the content of the document, such as a case ID,
a client name, or a document type. Quick Connect saves the index
information with the scanned document. This option is useful with back-
end applications that can process the scanned documents (image files) and
index files in the destination folder.
To define index fields:
1
Select the
Index File
tab.
2
Click
New
.
3
Use the Index Field Editor to define an index field and its default
values
,
see page 19.
The
Default
,
User modify
, and
Required
fields are not available
with all field types.
4
Click
OK
.
5
Repeat this procedure for each new index field.
6
Click
Save
, select or specify the profile name, and then click
Save
.