Create/Assign Form Options - Advanced Capture - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Advanced Capture

Platform
OnBase
Product
Advanced Capture
Release
Foundation 23.1
License
Essential
Standard
Premier

The following options are only available when the Form Definition dialog box is accessed automatically (i.e., when pre-processing fails, or is skipped or canceled) or by clicking Create/Assign Form Definition in the Tools panel:

Option

Description

Assign existing form

Select the Assign existing form radio button, and then select an existing Advanced Capture form from the drop-down menu to assign that form to the document currently displayed in the Document Viewer.

Once selected, the remaining options in the dialog box are disabled.

New form

Select the New form radio button to create a new Advanced Capture form for the document currently displayed in the Document Viewer.

Once selected, the remaining options in the dialog box, other than the Assign existing form option, are enabled.

Copy Configuration From

If you would like to copy all of the configured zones from an existing Advanced Capture form, select the existing form from this drop-down list.