On Documents Queued for Ad Hoc Advanced Capture - Advanced Capture - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Advanced-Capture/English/Foundation-22.1/Advanced-Capture/Usage/Advanced-Capture/Performing-Batch-Advanced-Capture/On-Documents-Queued-for-Ad-Hoc-Advanced-Capture - 2023-09-12

Advanced Capture

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

A workstation connected to an OnBase solution licensed for Advanced Capture or Ad Hoc Advanced Capture has the ability to queue individual documents for Advanced Capture if the workstation is not registered for Ad Hoc Advanced Capture or Advanced Capture and if the user has been granted the necessary product right.

These queued documents reside in the Awaiting Ad Hoc Advanced Capture batch status queue. They can be processed by a workstation registered for Advanced Capture.

To perform Advanced Capture on documents that have been queued for ad hoc Advanced Capture:

  1. From the OnBase Client, ensure that the workstation is registered for Advanced Capture and then click Processing | Scan/Index. The Document Imaging window is displayed.
  2. In the Queue List window, select the Awaiting Ad Hoc Advanced Capture batch status queue. All documents residing in the queue are displayed in the Working window.
    Note:

    Despite the fact that they reside in a Document Imaging batch status queue, be aware that these are individual documents that are not affiliated with a scan queue. No scan queue processing options will apply to the documents that undergo ad hoc Advanced Capture.

  3. In the Working window, select the document that you would like to perform Advanced Capture on. Right-click and select Perform Advanced Capture Processing - Selected Documents.

    To perform Advanced Capture on all documents residing in the batch status queue, right-click and select Perform Advanced Capture Processing - All Documents.

  4. A message is displayed asking you to confirm that you would like to perform Advanced Capture on the selected document(s). Click Yes.
    The Advanced Capture process is performed.
  5. Once the process is complete, the documents are removed from the Awaiting Ad Hoc Advanced Capture batch status queue.
    Tip:

    Processing documents in the Awaiting Ad Hoc Advanced Capture batch status queue is considered ad hoc Advanced Capture, despite the fact that an Advanced Capture license is required. Ad hoc Advanced Capture offers no indication for values that did not meet the configured Suspect Level. It is considered a best practice to always compare the indexing information assigned to the document by the ad hoc Advanced Capture process to the actual information displayed on the document to ensure that it is accurate.