Learn how document indexing can be easily automated, capturing valuable metadata with little to no user intervention. Whether you are scanning documents or cataloging existing files, indexing can be automated. Discover how easy it can be with data mining, OCR and barcode technology and watched folders. Walk through a step by step example of setting up a batch processing template with DocuFi.
‘”All of these good things – security, retention, access,
findability – flow from accurate metadata.
Unfortunately, most organizations looking to
implement an IG policy, or update a policy, do so
because historically their content has not been well
catalogued. In fact frequently it’s a mess, both in terms
of understanding its impact on the business as well as
the cost incurred for managing it.”
AIIM White Paper:
IG Policy versus IG Reality
- bringing your wild content under control
ImageRamp easily creates
(metadata) directly in a
database, including cloud-
based platforms, or makes
the information available
as XML or CSV files.
Data is shared directly or
via FTP, SFTP.
So how can indexing
information be created with
little to no user intervention?
mining lets you
pull out index
pull out index
ImageRamp Batch Offers
With this feature, documents are automatically
processed (indexed, named, routed, cleaned up, etc.) as
specified in a Profile or template when they are placed
in the “watched” folder.
OCR technology is the foundation
for many of ImageRamp’s auto
Extract 1D/2D barcodes from your
documents and assign any part of them
to fields for indexing or other purposes.
And barcodes are tried and
true information tags.
Let’s go through a simple
If you’d like, download our trial version
and follow along in ImageRamp Batch.
• split a file of invoices into
multiple files based on the first
barcode of each page,
• capture index information from
• integrate that index information
into a Microsoft Access database.
We’ll use the Index Invoices2DB profile of
Batch which is a standard template. It can be
edited to meet your needs and saved for reuse.
Select the Profile and click on the Edit button.
This profile specifies that the output
files are named as barcode1-barcode3
in a subfolder* named IndexedFiles.
It is also set to split the
input file at the first
barcode on the top.
*ImageRamp creates the folder if it does not exist.
In our example we will use the Invoices Index Field Profile. The
Index Field Profiles are templates used to map fields to the
To view or edit the index fields, click on the Edit button.
From the Edit Index Field Settings screen you can add,
delete, edit, and reorder index fields.
Highlight the InvoiceNum field and click on the Edit
button to see the Edit Field screen.
The Edit Field screen lets you make changes to the field
properties such as data type, default values, and field name.
Now to get back to our demonstration, Close the Edit Field
screen and Edit Index Field Settings to return to the Indexing
Now you would save any changes you’ve made with the Save
Profile button and return to the main ImageRamp Batch Screen.
Select Process Folder.
Now the processing can begin!
Select the Profile; in our case it’s the Index Invoices2DB. The Source and
Destination Folders will reflect what was specified in the Profile. You can accept
these or enter new folders. Begin processing by clicking the Start button.
The first file in the
folder is now
displayed with the
data in the index
fields. The operator
can enter or edit
these fields now.
Select the Index icon
to save this
information and go
to the next file.
And remember this
processing can be set up
for no user intervention
with Watched Folders.
To watch folders, simply select a folder under the Watch Folders option
from the Batch’s main menu and designate the Profile and required
folder locations. Select Start.
To learn more about ImageRamp
OCR features, contact us. And for
an ImageRamp Batch overview,
Learn More With our Data Capture Presentations