When you store a document it is not always necessary to manually add index terms to assist quick searches and categorisation of your documents. Often the document has a logical link to an external database that allows this information to be added automatically.
AUTOINDEX can scan an external database and look for matched values which then identify a record (or records) that provide additional information to help index documents stored in DocuWare.
For example:
AUTOINDEX links to your Accounting System
Let’s say you have a Purchase Ledger in an accounting system, like Sage 50, Sage 200 or Interprise.
If you initially store a purchase invoice by its invoice number you can then access the accounting system and attach index values such as supplier account, supplier name, purchase invoice, invoice date and even invoice value.
AUTOINDEX and Invoice Authorisation
The invoice is forwarded by the accounts department to a project manager for authorisation. It appears on their CONTENT-FOLDER (the DocuWare browser based front end) which prompts them to apply the electronic stamp to the document that approves it for payment.
When approved, the document feeds back this information via AUTOINDEX into the accounting system, changing the status of the invoice to approved and recording the date/time and identity of who approved the invoice.
