Advanced Capture forms are the pre-configured templates that are matched to incoming documents to determine how the documents will be classified and indexed.
In order to configure Advanced Capture forms (e.g., create, modify, or delete Advanced Capture forms or manually assign Advanced Capture forms to documents in a batch):
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You must belong to a User Group with the Advanced/Intelligent Capture product right and the Document Imaging administrative processing privilege (see Granting User Groups Rights for Configuration and Processing for more information).
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Your OnBase solution and workstation must be licensed and registered for Advanced Capture or Ad Hoc Advanced Capture.
As of OnBase 17, multiple users with the appropriate rights can configure Advanced Capture forms concurrently in the same system. While a user is making a configuration change, however, the form or setting (and any related, child settings) being modified remains locked until the user saves or cancels the changes. If any user making configuration changes is using a build prior to 16.1.0.148, no other user can make configuration changes to any forms in the system until the former user saves or cancels the changes.