Introduction
A common question we receive from customers is: "Does PSIcapture have the ability to perform double blind indexing?" The answer is we do have the capability to perform double blind indexing via the Re-key feature set.
Step-by-step guide
- In step 6 of 10 (Index Data Fields), set the document or folder level index fields you would like to enable for Re-key/Double blind indexing.
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In step 9 of 10 (Workflow Step), you must create two indexing steps. The first Index Workflow Step should not have Re-key enabled and the second should have Re-key enabled.
- When the workflow is run, the user will enter the initial data into the fields in the first Index step.
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When the second user indexes in the second index step with Re-key enabled all fields will be blank just as the first user would have seen. The only difference is that the values that are entered in Index 2 (Re-Key Entry) step will compare values to the first entry entered in Index 1 (Initial Entry). If they are the same validation will pass on the field. If they differ validation will fail and force selection of a finalized value.
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