How to rename files using the barcode value

This most popular imaging application renames the input file based on first page (also called cover page, or separator page)  barcode values.  The first page of each file must have at least one valid barcode.  

The barcode values will make up portions of the name of the output file and/or folder name.   

• In the Barcodes Panel, define the barcodes (and user variables) that you will use
• In the Profile Panel, select the Rename Profile
• In the Output Panel, edit the document folder and file name to reflect the naming scheme you have in mind.

Typical Applications

• In bulk scanning operations, a cover page with a barcode is placed in front of the document pages.  This profile renames the document using the value of that barcode(s).   For example, box of archived customer records, with folders, each having numerous documents related to a specific contract, can be indexed by assigning a barcode to represent the box number (the customer) and a separate barcode to represent the folder name (each contract).  Each such physical folder is scanned separately and is transformed into a multi page document image file.

• An employee expense reimbursement can use a cover page to identify the employee claim followed by pages with receipts.

• In processing loan applications, the first page of the outgoing document has a barcode that identifies the customer (e.g. customer ID, loan number, etc).  The document is sent (e.g. as PDF file) to customer for signature or to fill out a form.  It is then faxed back to processing  center, or mailed and scanned.  This profile renames the received fax based on barcode and routes the document for processing.

 

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