Manually Indexing Documents

Quick-link can be configured so that when an indexing action is triggered, mapped fields on the enabled business application will automatically be filled in on the doc-link Viewer indexing tab.

The steps for indexing via the indexing tab are as follows:

1. The business application must be opened to the screen that is integrated, data must be entered in the screen's fields, and the Quick-link Integration Enabler must be running in the system tray.

2. The doc-link Integration Enabler will also appear in the system tray.  The Integration Enabler should be running in Enabled & Hide mode.

3. In the Smart Client, open a batch of scanned documents for indexing.  The first image in a batch will be displayed in the doc-link viewer with the Index tab active.

4. The event that triggers the indexing action must be entered. If the integration works correctly you will see values on your business application automatically populate in the viewer's Index tab.

5. Click the Save button on the Index tab to save current values and automatically load the next document in the  viewer for processing.  Repeat the steps above for the next document.

Ask your doc-link Administrator, or view the Quick-link Configuration Report, to find out detailed information regarding what events have been configured to trigger an indexing action.

Switch to Discovery Mode to highlight fields that are mapped to indexing and search actions.