About Indexing Documents

In Oracle Distributed Document Capture, you index a document by specifying values in its index fields. When people look for documents later, they will look for the information specified in these index fields. Specifying values in several fields for a document gives people different ways of searching for them. For example, you might enter a person's name in one index field, an identification number in another field, and the type of document in another field.

Important Points About Indexing

• If no index fields are displayed in the side pane of the Review/Index Screen, the profile is scan only. No indexing is needed.

• You index on a document basis in Oracle Distributed Document Capture. Index values you specify for one page are automatically applied to all pages in the document.

• After batches are sent and received by the server, Oracle Distributed Document Capture merges all documents with the exact same index values into a single document.

• A document is considered indexed if it contains a value in one or more of its index fields and all required index fields are complete. (Required index fields display an asterisk before their names in the Review/Index screen.) If you do not enter values into all fields, users will not be able to find the document by those fields. For example, if you do not enter a social security number for a document, a user searching by social security number will not find that document.

• All documents in a batch must be indexed before the batch can be sent.

• Administrators configure how you specify an index field's value in the scan profile. For example, you may need to type an entry, select from a list of values, or perform a database lookup. See "About Indexing Methods".

• Once you have mastered the basics of indexing, you may want to use the indexing keyboard commands to increase your speed. See "Index Keyboard Shortcuts".