By default, a form is available only to the Document Type of the document it was associated with when it was created (i.e., only documents belonging to the same Document Type as the document used to create the Advanced Capture form can be matched to the Advanced Capture form).
However, you can configure a form to be available to additional Document Types (including unindexed documents) during the Advanced Capture process.
In addition to using this option to restrict Advanced Capture form availability by Document Type, you may also restrict Advanced Capture form availability by scan queue or the presence of a Keyword Value. These restrictions can be used separately or in conjunction with one another. Because a limitless number of Advanced Capture forms can exist in your Advanced Capture solution, it is considered a best practice to limit the number of Advanced Capture forms available as much as possible (by Document Type, Keyword Value, and/or scan queue) in order to save time and processing resources.
To specify a form's availability by Document Type:
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Once the form has been created, from the Advanced Capture Configuration window, right-click on the document associated with the form in the Document Viewer. The Modify/Delete Form dialog box is displayed.
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Click Modify Form. The Form Definition dialog box is displayed.
Note:The Form Definition dialog box displayed here is slightly different from the dialog box that is displayed when you are creating a new Advanced Capture form.
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To add a Document Type allowed for the form (i.e., to allow documents from a Document Type to be matched to the Advanced Capture form), select the Document Type you would like to add from the drop-down below the Document Types Allowed for Form list and click Add.
Note:Only Document Types assigned to the scan queue are available in the drop-down.
Documents of this Document Type can now be matched to this Advanced Capture form. Depending on the Advanced Capture form's configuration, after the document is matched to the Advanced Capture form, its Document Type may be changed.
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To remove a Document Type allowed for the form (i.e., to prevent documents from a Document Type from being matched to the Advanced Capture form), select the Document Type you would like to remove from the Document Types Allowed for Form list and click Remove.
Documents of this Document Type now cannot be matched to this Advanced Capture form. During processing, documents assigned to this Document Type are not compared to this Advanced Capture form.