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KeyFree Indexing allows you to enter indexing data without having to type it in. It is done using OCR (optical character recognition) technology. To get the best OCR results, you can finesse the settings for each document or document type to your user preferences. The better the OCR results, the less manual data correction you might need. For details on optimizing KeyFree OCR settings, please refer to the KeyFree OCR Settings page.

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Indexing

Indexing User Settings are available from the viewer’s settings panel.

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  • Automatically Save Document Changes
    Use this option to minimize the number of clicks to save and close a document. When selected, the act of closing the viewer will automatically save any changes made to the document or related data.

  • Persist Archive Import Data
    When selected, GlobalSearch will cache the last data entered in an archive. This is helpful when indexing multiple documents to the same archive with similar data. Consider indexing a new employee’s HR file. After scanning and indexing one document to the HR archive, it may be desirable for that same data to automatically be present for the next scan. In this way, minor changes (like changing the document type) can be made without rekeying everything.

  • Enable Indexing Suggestions
    Use this feature to enable trending field data. GlobalSearch can learn the data entered most frequently in an archive and offer the user the option to populate that data automatically. This is different than “Persist Archive Import Data” in a few ways:

    • Trending data used for indexing suggestions persists across browser sessions.

    • Trending data does not provide the data to the field automatically, it only suggests it and the user can choose to accept it, or ignore the suggestion.

    • A user can choose to accept the data on one or more fields, or on all fields. Persisting data just fills the indexer automatically no matter what.

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      In the example above, clicking Use All Suggestions (1) will apply all available suggestions. Clicking the magic wand (2) will accept only that specific field’s suggestion.

Use the Max Suggestions and Min Occurrences options to control how many entries of the same data in a field are required before that trending data will be suggested.