Customizing document fields using Document Panel

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User can customize the Document fields in Document Panel from the Datacap Panel Designer. Using Document Panel, the index operator can update the document properties during the index process.

  • The Datacap Studio provides a Document Type named Document. The Document Type contains two page types: Page and Trailing Page.
  • The Document Type also contains Document Fields such as, Last, Middle, First, and so on. These are the default Document Fields that you can select in the Index Panel.

This procedure describes how to create a custom Document Panel, and to view the Custom Document Fields in the Index Panel instead of the default document fields that were created in the Datacap Studio.

  1. Open the Datacap administration view.
  2. Click Panels.
  3. Click New Panel button, and from the list, select Document Panel.
  4. Choose “Document” under Page Type, and provide a Name.
  5. Do the required customization so you can differentiate the default document field vs custom fields.
    Note: User can configure a Lookup button from the Datacap Panel Designer. In this case, the prompt shows a button instead of hyperlink.
  6. Save your changes and close.

    Now you can see the USBDocTest.

  7. Proceed to Workflows, and open the Advanced tab in Jobs > Scan > Tasks > Index.
  8. In the Advanced tab, enter the new custom panel that you created previously, save your changes, and close the window.
  9. Log out and log in again. Proceed to the Index Task. After you split the document and assign it a Document Type, you can then assign the images for the page type that is associated to the selected document type.
  10. You can switch between the documents that are visible on the page. When a child page of a document is selected, it retains the value from the parent document.
  • On clicking a document in batch tree, the Field Detail Panel shows the fields at document level, and the Viewer shows the image of the first page of this document.
  • If there is no page in the document, the viewer shows a blank page or a placeholder text to indicate that there is no image.
  • On clicking a page in batch tree, Field Detail Panel shows the fields on the document that the page belongs to, and the viewer shows the image of the page.
Note: Lookup button supports only the text box and text area field types. Other field types are not supported by the lookup button.