Set Up Template Index Data

 

You can set up an index definition, or a set of preconfigured fields, to help seamlessly import your documents into 2020DOC or another documentation management system. You can enter a name and value for each preconfigured field. You can also add these preconfigured fields to a signing document as a text box, allowing signers to enter values. Once documents are signed and completed, their corresponding index definition is saved to a specific target table. Indexing your documents allows you to easily search for specific information at a later time using the field names you configured in your index definition.   

 

An index definition added to a signing template appears by default when that template is selected during the Send Document or Send Package process. 

 Note: For more information on enabling indexing for your institution, contact eDOC Client Development. 

 

Set Up Signing Template Index DefinitionSet Up Signing Template Index Definition

  1. From the Index Data for [Template Name] screen, click on the Index Definition field. A drop-down list appears. 

  2. From the drop-down list, select the index definition you want to apply to the form. The field names created for the index definition appear next to a blank set of fields to insert field values.

  3. In the Field Value fields, enter corresponding field values for each field in the index definition. 
  4. From the Target Table drop-down list, select a table to which you would like to save the document.  

Note: Tables must be configured by eDOC Client Development before a drop-down list is available. 

  1. To add additional fields to the index definition, click the green plus icon . In the corresponding fields that appear, enter a field name and field value for the new index definition field. 
  2. To delete fields from the index definition, click the corresponding trash can icon .
  3. Once the selected index definition has been fully configured, click Next to continue to the Set Up Template screen.