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The Auto XChange feature of Data XChange operates just like a database trigger. In other words, as documents are added or modified by users, the data synchronization will happen automatically and unattended on save. Previously would have needed to rely on external database scripting, workflows, or scheduled tasks outside of the Square 9 ecosystem to perform these tasks. With Auto XChange, updates are real time, and happen per transaction, eliminating common issues with bulk/batch operations at scale.
Trending Fields
Suggestive indexing can now be enabled on a per user basis. This feature will keep track of a user’s indexing patterns and learn the most common scenarios for a user in an archive. Users manually indexing documents with consistent data can leverage this feature to automatically index a document based on previous data entry.
For example, a user who has consistently entered Vendor Name as “Square 9 Softworks” can be notified that some of their data can be provided automatically. Clicking a button or hotkey will accept data on one or all fields.
To eliminate any user confusion, the indexing suggestions are off by default. Refer to the end user documentation for more details on feature usage.