expanded use of Table fields
I was excited to see the new table field type in version 7.1. However, it does not appear that I will be able to use it as planned.
Our situation: We will receive a check from one our clients who may have several accounts with us. In the accompanying instructions, the client requests to have the check amount distributed evenly among all of their accounts. The instructions may or may not specify account numbers and amounts.
Once the values have been distributed to each account, we still need to have the capability to search for and retrieve the document using the account number - which in a case like this would be one of many.
Currently our staff is having to scan in the check info and instructions for each account that the amount is being distributed among. So, if there are 10 accounts having funds distributed for 1 single check, then we have 10 documents, each a copy of the original check info and instructions for each account involved.
This is very time consuming for our staff. It would be GREAT if there were a way to either use a table field but also be able to retrieve documents by one of the account numbers in the table, OR a way to duplicate a document within the workflow and then insert the data unique to that document, and create a loop to continue until all necessary account numbers and associated fund amounts were entered for the one check.