Index Fields Wizard Page - Kyocera KM-C2520 Set Up And Operation Manual

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Index Fields Wizard Page

Index fields provide a way of classifying a document several ways. Typically, a document library has several
index fields associated with it. Each time a document is scanned, users are asked to input data for that index
field. When the document library is viewed, users can quickly group together documents containing
particular data.
As an example, a document library containing billing statements may have the following index fields:
•
Department Name - Finance and Credit, MIS, Technical
•
Billing Type - Cell phone, Credit Card
•
Billing Month - January - December
During scanning, the operator is asked to input all three fields from the MFP panel. When scanned documents
are retrieved from SharePoint Services, an auditor can then choose to view only all Credit Card billing
statements, or all billing statements for the month of February.
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When using the configuration utility, up to five (5) index fields can be created. Use the 'Next Field' and
'Prev Field' buttons to move from one index field to the next. Press the 'Finished' button to proceed to the
next part of the wizard if less than five (5) index fields are needed.
You can input the following information in the Index Fields page.
•
Field name. An identifier for the
index field, for example, Department
Name, Invoice Type, depending on the
data for the index field.
•
Description. A brief description of
the index field. This is optional.
•
Information Type. The data type of
the index field. Five (5) types of data
can be selected: string, string list,
numerical value, currency, and date
and time. An explanation of each of
these fields is available in the
subsections.
•
Use this field in both MFP and
SharePoint. A check means this
index field can be input from the MFP
panel, when the document is
scanned. Unchecked means the document is available for editing only from the SharePoint Services
web site (Default is checked).
•
Use this field to rename the file. A check means the data for this field is used to rename the
file. MFP scanners typically have a pre-defined naming scheme for the scanned file. Checking this
button enables dynamic naming of files, depending on data input for this field by the operator.
•
Required field. A check means the MFP and SharePoint Services will reject a blank value input for
this field.
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All Rights Reserved
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Specification/Setup/Operation
Version 8.0
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