Add New Index Field
On the Index Fields Maintenance page,
Click New Index Type.
A new index row is inserted at the top of the listings.
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Index Field Type: Base name of the index field. The Index Field Type cannot be changed. (Legacy installations may use the “CSTM_” prefix for custom index fields.) [Required] Index Field Title: This title is used as the Index column title or Index Search Field title in eSign.) [Required] Max Length: A numeric length of the field. [Required] Delete Icon: Deletes the current index field. |
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Search Active: When this is On, the index field will appear as a default search parameter on the Search Active Sessions page. [Optional] Search Completed: When this is On, the index field will appear as a default search parameter on the Search Completed page. [Optional] Action Buttons:
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Dictionary Code: The name of the dictionary using this index row item. The index item may be used in multiple dictionaries. |
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Index Field Name: The index field name used with the selected dictionary. The Index Field Name cannot be changed when associated with an existing dictionary. [Required] Default Value: The value displayed for this field when processing. Use for Imaging: When this is On, imaging will use the field in indexing. Only fields marked for imaging will be available for Document Level Indexing. [Optional] |
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Display Index: When this is On, the index will display on the Documents tab in expanded documents for Search Active results, Search Completed results and eSignature Management expanded documents listings. External Index Name: This is an FI Level only setting and is used to allow matching of the Index Field Type with an Index Field Name supplied in an XML file used with specific Host/Imaging system combinations. If blank, the Index Field Type name is used. [Optional] Imaging Index Title: A field name in a generated SML, used by the imaging system. [Optional] |
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Smart Index Lookup: The Smart Index Lookup column determines if that index field will be used to populate other index information from the SmartIndex database. The only valid values for this are true or blank (false is not used). Formatted: This informs an external index database that eSign data for that index field is formatted. (Checked – eSign data is formatted. Not checked – eSign data is not formatted.). |
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Functions: Custom functions may be used to modify the actual data being processed. You can replace characters, delete characters, change date formats, etc. [Optional] Refer to Custom Functions. |
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Action Buttons:
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