Article ID: 481 | Rating: Unrated | Last Updated: Tue, Jan 14, 2014 at 10:50 PM
|ScanFlowStore uses metadata for multiple purposes.
Once document management fields have been defined in the scan template, ScanFlowStore can use the value of these fields. The notation for these fields is the field name enclosed in brackets. For example, if a document management field has been created with the field name Invoice, the value of the document management field can be used in ScanFlowStore with the notation [Invoice].
The fixed meta data is:
The user metadata is:
Please note that user metadata can only be used if authentication is enabled on the scan device.
Please read Device for more information about authentication.
Metadata can be formatted in ScanFlowStore to allow for both user input and static data to affect the way that the metadata is presented. This makes it possible for users to input the page number to start counting from when applying a Bates stamp, or to use a specified number inside of a file name to start sequentially counting from when doing batch scanning. This can be done with either a metadata question, a barcode value or with static data. Regardless of the source of the data to format with, the data must be a numeric value.
Making metadata mandatory:
If ScanFlowStore is configured to use metadata as a file name and a user fails to enter a value, ScanFlowStore will automatically generate a file name and store the file. There are scenarios that a user doesn’t want this to happen and would like the scan to be treated as an error. In that case make metadata mandatory, by adding the ! symbol between the brackets like [! invoicenr] instead of using [invoicenr]. This way ScanFlowStore knows that this metadata field can not be empty. If the meta data is empty ScanFlowStore will treat the scan as an error and therefore store the scan in the error directory.
Exclude metadata field from shortcut lookup:
If zi=Zorin Industries is added as a shortcut ScanFlowStore will replace every occurrence of zi with Zorin Industries. There are scenarios that a user does not want this to happen, therefore exclude a metadata field from the shortcut lookup, by adding the ^ symbol between the brackets of the metadata field that needs to be excluded from the shortcut lookup, like [^companyname].
Splitting meta data values:
Within ScanFlowStore it is possible to split up variable metadata. Therefore more possibilities can be created. Indexes will be used to do so. Below are some examples of the extra functionality ScanFlowStore offers for variable metadata. It contains 3 indexes: abcd, ef and ghi. They are separated by the separation sign -.
VALUE = abcd-ef-ghi
This functionality cannot be used in combination with the following fixed metadata:
[SEQ],[dd],[mm],[Q], and other time-related metadata