ScanToPDF > Plugins > Document Indexing Demo

Introduction

This plug-in enables ScanToPDF to be extended into a document indexing system enabling the user to enter data into a fully configurable indexing window. The information entered can then be used by the autofilenamer plug-in to name the PDF document. The data entered is also saved in the PDF document as Meta Tags.

Configuring The Document Indexing Window

The fields for the indexing window are configured using an XML file and are easily edited using notepad, or any other XML editor. If you are not confident doing this then email us with what you require and we will set-up what you need free of charge.

The demonstration is setup with a drop down list of document types (which we will use as a sub-folder name for the PDF document) a text box (for the reference number of the document) and a date control (for the document date)

To name the PDF file with the fields in the document indexing window we setup autofilenamer to use the field names in the document indexing Start ScanToPDF and edit the format using

Edit -> Preferences -> Plugins, select the line that says .\Plugins\FileNamerDemo.dll and click options.

In the destination folder choose a folder where you want the PDF document to be saved, and in the File name format field we enter the fields we want to use for the document filename, in this example

{doctype}\Reference-{reference}-Date-{date:ddMMyyyy}.pdf

With the following information entered into the Indexing window
Doctype Invoice
Reference 12345
Date 11-07-2008

Produces a PDF file called Reference-12345-Date-11072008.pdf in the sub folder called Invoice (doctype chosen)
 
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