EDM Services - Advanced Capture - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Advanced Capture

Platform
OnBase
Product
Advanced Capture
Release
Foundation 22.1
License
Premier
Standard
Essential

The EDM Services module allows you to configure Document Types to allow revisions. When documents are indexed via Advanced Capture(either batch or ad hoc Advanced Capture), they can be automatically checked to determine if they are revisions of an existing document.

Note:

Documents must be imported as part of a batch belonging to a scan queue configured to check for revisions in order for Advanced Capture to identify a document as a revision of an existing document. Documents that were imported as a batch of a scan queue not configured for this feature, or documents imported via another import method, will not be compared against existing documents to determine if they are revisions.

If a scan queue that is configured to perform Advanced Capture is also configured to use the Check for Revisions option on the Indexing tab of the Assign Process Options for <Scan Queue Name> dialog box, OnBase will check the Document Type and Keyword Values of the indexed document against existing documents. If the newly-indexed document is a match, then it may be treated as a revision (or rendition, if the original document is a non-image document and the Document Type is renditionable) of the existing document (see the Document Imaging module reference guide or help file for more information on the behavior of the Check for Revisions setting).

However, because Advanced Capture is an automated process and no user interaction is needed to index documents, the behavior of documents identified as possible revisions of existing documents is different than if documents are manually indexed:

  • When the scan queue's Check for Revision setting is used and more than one existing document with a matching Document Type and Keyword Values is found, the new document is routed to the Awaiting Index or Index in Progress queue, even though a Document Type has been selected for it and Keyword Values have been applied to it, where it can be reviewed and assigned as a revision of an existing document.

  • When the scan queue's Check for Revision setting is used and a document indexed via Advanced Capture is determined to be a revision of an existing document and a revision comment is required for its Document Type, a revision comment is automatically generated indicating that the revision was identified via Advanced Capture.

  • The scan queue's Force Revision Prompt setting is ignored when documents are indexed via Advanced Capture.