On a Newly Imported Batch - 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

To perform batch Advanced Capture on a newly imported batch of documents:

  1. Import a batch of documents into OnBase via a scan queue configured to use Advanced Capture.
  2. From the OnBase Client, click Processing | Scan/Index. The Document Imaging window is displayed.
    Note:

    Depending on your scan queue configuration, the batch you imported in Step 1 may have been routed to a batch status queue prior to the Awaiting Advanced Capture queue. If necessary, perform any necessary activities to route the batch to the Awaiting Advanced Capture batch status queue prior to continuing to Step 3.

  3. In the Queue List window, select the Awaiting Advanced Capture batch status queue. All batches residing in the queue, including the batch you imported in Step 1, are displayed in the Working window.
  4. In the Working window, select the batch on which you would like to perform batch Advanced Capture. Right-click and select Perform Advanced Capture Processing.
  5. A message is displayed asking you to confirm that you would like to perform batch Advanced Capture on the selected batch. Click OK.

    The batch Advanced Capture process is performed.

    Note:

    Depending on your configuration, some batches in the Awaiting Advanced Capture batch status queue may have been marked for OnBase AnyDoc processing with Infiniworx. If you attempt to perform Advanced Capture on any of these batches, an error message will be displayed. These batches will be picked up by the Data Capture Server and automatically routed to the Advanced Capture in Progress batch status queue, where they will eventually be picked up by Infiniworx for processing. For more information on the Advanced Capture in Progress batch status queue, see Resolving In-Progress Batches. For more information on Infiniworx processing, see the Infiniworx User Guide.

  6. Once the Advanced Capture process is complete, the batch is transitioned out of the Awaiting Advanced Capture batch status queue.

    • If the Advanced Capture process was successful, and all values processed by the Advanced Capture engine meet the acceptable Suspect Level, then the batch is transitioned to the next batch status queue configured for the scan queue.

    • If any values processed by the Advanced Capture engine are marked as suspect, or if any forms matched to documents in the batch are configured to also require documents to undergo manual indexing, the batch is transitioned to either the Awaiting Index or Index in Progress batch status queue for additional indexing or index verification.