Start a conversation

Auto-Indexing (Assisted Indexing) in SAFE Batch


Is it possible to autopopulate index fields from text on a document in SAFE's Batch module?


Yes. Batch is equipped with a feature called Zonal OCR Assisted Indexing, which is used to identify areas (or "zones") of data on a Tiff, recognize and read the data as text, and populate the values into specified index fields within a document naming template.

Note: to setup data zones and zoom locations, see Knowledgebase article Configure Zonal OCR Assisted Indexing for SAFE Batch.

1. Click the "Batch" button from the panel bar at the bottom left of the SAFE Dashboard.

2. Make sure "Manual File Mode" appears in the Batch toolbar.

3. Run Auto-Indexing and File

   A. Highlight the document to file from the thumbnail list. 

   B. Select the Repository, Cabinet, Folder and Tab for filing.

   C. Select the previously configured naming template.

   D. Click "Auto Populate Segments" from the Batch toolbar.

During the auto-indexing process, each field will highlight yellow until a result is rendered.

   E. Click "File Document" to file the document to the SAFE location specified step 3B.


eBizDocs is an award-winning digital asset management solutions provider. Services include: process consultation, software solutions, mass scanning, and scanner sales and service. With a strong commitment to quality and service, eBizDocs has been a center of excellence since its inception in 1999. eBizDocs serves both private and public sector organizations, and is a preferred source contractor for NYS entities. eBizDocs has received numerous honors and awards, which, paired with satisfied customers, fortifies its status as a dependable leader in the content management industry.

For technical support, please submit a ticket at

Choose files or drag and drop files
Was this article helpful?
  1. Chris Kajano

  2. Posted
  3. Updated