Opening the Advanced Capture Configuration Window from the Client - Advanced Capture - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Advanced Capture
Platform
OnBase
Product
Advanced Capture
Release
Foundation 24.1
License
Standard
Essential
Premier

This option exists to allow you to create Advanced Capture forms from documents that are currently available in the Client. Prior to creating Advanced Capture forms using this method, ensure that you have one or more documents that can be used as a basis for creating Advanced Capture forms.

  1. From the Client, click Admin | Advanced Capture Configuration. The Advanced Capture Configuration Documents dialog box is displayed.
  2. Using the Document Type Group and Document Type lists, select the Document Type that the document you want to use as a basis for the Advanced Capture form belongs to.
    Once a Document Type is selected, the Keyword Type fields associated with the selected Document Type are displayed in the Keywords section.
  3. Using the Date Range fields (i.e., From and To) and the Keyword Type fields, enter a date range and/or Keyword Values to retrieve the document you want to use to create the Advanced Capture form.
    Tip:

    To limit the documents returned by the search to only those documents that have already been processed and were not successfully matched to any Advanced Capture form, select the Limit document search results to only those document(s) that failed Advanced Capture recognition check box.

  4. To configure a maximum number of documents that can be returned by the search, select the Maximum number of document(s) returned in result set check box and enter the maximum number of documents allowed to be returned in the associated field.
  5. As an alternative to the above search options, you can use the Scan Queue and Batch drop-down lists in the Find Active Scan Batch section to search the documents in a specific batch. This allows you to search documents in uncommitted batches belonging to custom capture processes.
    1. From the Scan Queue drop-down list, select the scan queue associated with the batch you wish to search. Note that all scan queues you have rights to, including those configured for custom capture processes, are available for selection.
      Note:

      Once you select a scan queue, all of the above options are deselected and disabled. To re-enable these options for selection, select <None> from the Scan Queue drop-down list.

    2. From the Batch drop-down list, select the batch you wish to search.
      Note:

      The Batch drop-down list is only enabled when a scan queue is selected in the Scan Queue drop-down list.

  6. Click Find to perform the search.
    All documents returned by the search can be used to configure Advanced Capture forms in the Advanced Capture Configuration window.