Often the best option is to break documents by a break sheet or by a value that is unique to the fist or last pages of the documents coming in. 


The key to making either breaking method work is the field configuration. All we need to do is have fields with preset values that correspond to the key variables that control the system. Here is the field configuration that we will use for break code breaking.



Notes:

  • Set the @RECORDTYPE field's Default Value and Filter Value to the name of the record type where these documents will eventually end up. The indexing screen will use this variable to auto-select that record type so the proper fields will be selected automatically.
  • Set the @Split_BreakCode field's Default Value to the value to look for on the documents. This value can be up to 3 words long and can be from an OCR value or can be from a bar code on the page.
  • Set the @Split_KeepBreakPage field's Default Value to the proper setting. If you are splitting on a custom break page then set it to DISCARD or delete it from the field list. If you need to keep the break pages then use LAST or FIRST as described in the optional fields description.


More options

There are other break codes that can be used such as @Split_Barcode which only looks at barcode values and not OCR. Also @Split_OCRcode which only looks at OCR values and not barcode.


You can also use more than one break code (BreakCode, OCRCode or Barcode) value per Record. Just add one field for each value you wish to use for splitting.



Next Step: Testing