Using Autofill Fields

Autofill fields allow for the automatic insertion of data into indexing fields to minimize the repetitive keying process. This helps with keying mistakes which makes it harder to search for documents.

This process is setup by the Easyfile Administrator and will have the AutoFill button to the right of the trigger field.

Open Easyfile and click on the appropriate cabinet. Click New Record to start the indexing of a new document.

When the indexing fields are shown, there will be an AutoFill button next to the trigger field. Enter the value in the field and press the button.

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Once the button is clicked, if an exact match is found, the associated fields will be auto-filled.

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If an exact match is not found, then the wildcard should be used. The wildcard will select possible entries and present them for selection. The wildcard works as follows:

%XXX Select entries that start with anything and ends with XXX.

XXX% Select entries that start with XXX and ends with anything.

%XXX% Select entries that start with anything, contain XXX in the middle, and ends with anything.

To illustrate this lets look at an example.

Rather than using the Policy Number 12345 as above, we will use 123%

When the AutoFill button is clicked, a new screen opens to show the possible values and waits for the user to make a choice.

Click on one of the choices, and the indexing information is auto-filled.