Veröffentlicht Wed, 27 Feb 2019 18:54:03 GMT von John DeLaat

Trying to determine a way to index a document using import module scanned document where a user either fills in a radio button or check box based on 3 choices.  Or if anyone has handled this another way.  Here is the scenerio:

First Shift

Second Shift

Third Shift

The user completing the document will either color in the radio button/check box that pertains to that shift and we want to load that into an index field "Shift" in DocuWare.

 

 

Veröffentlicht Thu, 28 Feb 2019 19:22:06 GMT von Casey Miller

I haven't figured out how to do it using just DocuWare. But, ABBYY FlexiCapture will do this and import into DocuWare for you.

Veröffentlicht Thu, 28 Feb 2019 19:30:47 GMT von Phil Robson

DocuWare cannot do this. Casey is right, you need a product that can be configured for this type of if/then/else scenario.

 

Phil Robson
SEnior Director Support Americas

Veröffentlicht Thu, 25 Jul 2019 05:12:11 GMT von Patrick Keough
I faced this scenario for a client working with official state forms at the top of which were four choices for the purpose of the form (New Application, Cancelation, Supersede, or Amendment).  The form was machine generated and each option had a box next to it into which a check mark was applied for the applicable purpose.

We had to capture the form as it was generated and sent through DW Printer (and subsequently a physical printer for mailing ).

The only way we were able to accommodate the customer, and they approved this solution, is we added four fields to the file cabinet: NEW, CANCEL, SUPERSEDE, AMEND.

We configured the DW Import template to OCR each of the check boxes and transfer the "X" from the document to the corresponding field in DW.

Then we configured the RESULT LIST with the four document "types" alongside each other in tight columns.

It wasn't the prettiest solution, but we were able to build it inside of DW w/o having to buy or use any 3rd party capture solution.

This has been running for about a decade or more now and although not the most eloquent of solutions -- it is stable and the customer likes it.

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