Edit Data using KeyFree Indexing

Owned by Former user (Deleted)
Last updated: Oct 02, 2017 by Brian Banet
2 min read

Use KeyFree Indexing to rapidly extract high-value data with without having to do any typing. Just select text on the document to populate your Fields.

Start KeyFree

  1. To start indexing with KeyFree, select and open a document in the Index Viewer or the Document Viewer.

  2. Click KeyFree() on the toolbar. After a brief setup cycle, the first text box in the Fields Pane becomes highlighted and the KeyFree icon turns yellow to indicate that it is active.

  3. Place your mouse pointer over the image of the document. A small KeyFree tooltip appears. At the top it displays the name of the active Field and at the bottom it shows the text in the document that is currently selected.

 

Select Text and Capture to Fields

  1. Select the text on the document and it will appear in the corresponding Field in the Pane. The selected text populates the highlighted Field and then advances, highlighting the next Field. Selection can be done several ways:

    • Click on a single word.

    • Drag the mouse pointer across multiple words to highlight and select your text. Use this to select data for a Table Field. For example, to capture line items on an invoice, drag the mouse pointer down a single column of data to populate a column of the Table Field, such as quantity or unit cost. The number of rows will automatically expand to accommodate the data being extracted.

    • Press the Shift key on your keyboard while clicking or dragging across multiple words that are not in sequence.

    • Press the Alt key while clicking or dragging on the text to generate an edit box, which allows you to make changes in the selection before sending data into an active Field. This is useful if document quality has reduced OCR accuracy.

  2. Repeat the process for selecting Index Field text on the document to fill the additional Fields. KeyFree automatically advances through the Fields as data is entered. The active Field can also be selected by clicking on the Field, pressing the Tab key to move to the next Field, or pressing Shift+Tab to move to the previous Field.

  3. Click the icon again to turn off KeyFree when done. KeyFree Indexing will turn off automatically after entering data in the last KeyFree Index Field.