Your Advanced Capture solution keeps track of which form definitions are matched to documents that undergo Advanced Capture.
As an administrator, you can analyze these statistics. By default, you can perform a form definition historical matching analysis on a maximum of 30,000 documents.
You can perform a form definition historical matching analysis at any time from the Advanced Capture Configuration window.
To perform a form definition historical matching analysis:
- From the Advanced Capture Configuration window, click the Advanced Options link in the Tools pane. The Advanced Configuration Options dialog box is displayed.
- Click Analyze Form Definition Historical Matching to trigger your Advanced Capture solution to analyze its form definition historical matching statistics. The Form Definition Matching Analysis window is displayed.
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Using the Document Type Group and Document Type lists, select the Document Type that the documents you want to analyze belong to.
Once a Document Type is selected, the Keyword Type fields associated with the selected Document Type are displayed in the Keywords section.
- Using the Date Range fields (i.e., From and To) and the Keyword Type fields, enter a date range and/or Keyword Values to retrieve the documents you want to analyze.
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As an alternative to the above search options, you can use the Scan Queue and Batch drop-down lists in the Find Active Scan Batch section to search the documents in a specific batch. This allows you to search documents in uncommitted batches belonging to custom capture processes.
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From the Scan Queue drop-down list, select the scan queue associated with the batch you wish to search. Note that all scan queues you have rights to, including those configured for custom capture processes, are available for selection.
Note:
Once you select a scan queue, all of the above options are deselected and disabled. To re-enable these options for selection, select <None> from the Scan Queue drop-down list.
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From the Batch drop-down list, select the batch you wish to search.
Note:
The Batch drop-down list is only enabled when a scan queue is selected in the Scan Queue drop-down list.
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From the Scan Queue drop-down list, select the scan queue associated with the batch you wish to search. Note that all scan queues you have rights to, including those configured for custom capture processes, are available for selection.
- Click Find to perform the search.
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The Form Definition Match Results window is displayed.
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Documents that were retrieved by the historical matching analysis query, but have never undergone Advanced Capture, are listed on the Not Processed tab. If no documents meet this criteria, the tab is not displayed.
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Documents that were retrieved by the historical matching analysis query and have undergone Advanced Capture, but were not matched to a form definition, are listed on the Not Matched tab. If no documents meet this criteria, the tab is not displayed.
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Documents that were retrieved by the historical matching analysis query and were matched to a form definition during Advanced Capture are listed on the Matched tab. The documents are listed under the form definitions to which they were matched. If no documents meet this criteria, the tab is not displayed.
Note:All documents listed on the Not Processed, Not Matched, and Matched tabs can be used to configure Advanced Capture forms in the Advanced Capture Configuration Window. To use a document to configure an Advanced Capture form in the Advanced Capture Configuration window, double-click on the document in the list. The document is displayed in the Document Viewer and added to the Batch Documents pane.
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Form definitions that were not applied to any of the documents retrieved by the historical matching analysis query are listed on the Unused Form Definitions tab. If no form definitions meet this criteria, the tab is not displayed.
Note:The form definitions listed on the Unused Form Definition tab may have been matched to other documents not retrieved by the historical matching analysis query.
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- When your analysis is complete, and the Form Definition Match Results window is still displayed, click Finished.