Validation Modules Introduction

Overview

A "key" field can be designated to search and copy information from existing documents in Image-Master scanned for the same party or similar matter or topic. When the user types in information in the "key" field, the database is searched for any existing entries that match. If a match is found, a subset of the existing information can be brought into the current entry and other actions can be taken. The user is given immediate visual feedback that a match was located, and can edit the copied information to make the new document unique in the database.

NOTE: The term "key" field usually refers to a single field but does not have to be limited to just one. The rule configured may reference multiple fields on the Data Entry Screen. In addition, this feature can be implemented more than once on the Data Entry Screen in order to aggregate information from multiple sources within the Image-Master database.

Validation topics include:

SDBLOOK - Copy index data from existing documents.

DBLOOK2 - Search External Database and Optionally Replace Data.

DBSEARCH - Search External Database and Display a Pick List Grid if an Exact Match Cannot Be Found. Optionally Replace Data Once a Selection from the Pick List Grid has Been Made

DBXREF - Search External Database and Display a Pick List Grid. Replace Data Once a Selection from the Pick List Grid has Been Made

REPFLD - Replace field data.