Configuration: Debtor Name and File Number Cross Referencing

Overview

Debtor name and file number cross referencing can be configured from within the Scanning Module or Viewing Module.

How to Configure

  1. Start Image-Master, select your desired database, and select [Database Configuration].

  2. Select [Index Field Editor].

  1. Click on the DEBTOR field and choose [Field Options].

  1. Select [On] for the Fast Find Feature.

  2. Select [OK] to close the Index Field Options box.

  1. Click on the DEBTOR field. If DEBTOR() does not appear by default as the Validation Clause Expression, enter DEBTOR() into the field.

  2. Click on [OK] to close the Index Field Editor.

How to Use

  1. In either the Scanning Module or Viewing Module, place the cursor into the DEBTOR field.

  2. Type a full or partial debtor name and press [Enter].

  3. If there are multiple file numbers and/or multiple debtors that match, a popup list will appear showing the plaintiff vs. defendant.

  • Pick the desired case from the list and press [Enter].

  • The corresponding file number will appear in the FILE NUMBER field.

  • The complete debtor name will appear in the DEBTOR field.

  1. If there is only one file number that matches the debtor, a popup list will not appear.

  • The corresponding file number will appear in the FILE NUMBER field.

  • The complete debtor name will appear in the DEBTOR field.

  1. If there are no corresponding matches for the debtor, a message will state that the software cannot find a match. The data entry fields will be left unchanged.

Related Topics

Image Database Configuration Introduction