Retro-Index

Retro-Index automatically revisits a document in your database to assign a value to a property that was not indexed originally.

For example, a common property for an invoice is the check number(s) used to pay the invoice. Invoices are captured and indexed into the database prior to issuing the check. Retro-Index can be configured to automatically index the invoice with the corresponding check number when the check number becomes available.

Retro-Index can be configured as a scheduled or triggered task. Scheduled Retro-Index takes place at a specified time and triggered Retro-Index takes place when a specified document is saved in doc-link.

Retro-Index is linked to documents indexed into doc-link that have a status of 'Incomplete,' which occurs when doc-link processes a document with missing expected properties. Documents remain in the retro-index queue until the status is changed to 'Complete.'

To configure Retro-Index, follow the steps outlined in the following sections:

  1. Configuring Retro-Index for a Document Type
  2. Configuring the Indexing Service

Configure Retro-Index for a Document Type

Configure a Scheduled Retro-Index

Configure a Triggered Retro-Index

Configure the Indexing Service