Before the Advanced Capture Configuration window is displayed, you are prompted with a message asking if you would like to pre-process the documents in the selected batch to attempt to match them to an existing Advanced Capture form.
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Click Yes to pre-process the documents.
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If pre-processing results in documents in the batch being matched to Advanced Capture forms, then you will have the chance to modify the forms from within the Advanced Capture Configuration window.
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If pre-processing fails to match Advanced Capture forms to documents in the batch, if pre-processing is cancelled before a document in the batch is processed, or if pre-processing is skipped altogether, then the documents in the batch are unclassified and you will be able to configure new forms for the documents' layouts.
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Click No to skip pre-processing.
If pre-processing is skipped or cancelled before a document is pre-processed, that document is as unclassified, even if a matching Advanced Capture form exists, because the OCR engine was not able to attempt to match the document to the matching Advanced Capture form.
Documents can always be processed, or re-processed, later from within the Advanced Capture Configuration window by clicking Process Entire Batch or Process Current Document in the Tools pane.
The Advanced Capture Configuration window is displayed.
Allowing you to create, configure, and process documents using Advanced Capture forms, the Advanced Capture Configuration window contains the following unique sections. For more information on these sections, click the following section name links:
While the preceding diagram displays the default view of the Advanced Capture Configuration window, you can collapse the left and/or right sides of the window to expand the Document Viewer by clicking Collapse in the Form Configuration pane and the Batch Documents pane, respectively.
Once collapsed, you can re-expand the left and/or right side of the window by clicking the Show Configuration and Show Tools side tabs, respectively.
When the right side of the window is collapsed, you can click the Set Default New Zone Type side tab to view and select the same Default New Form/Zone Settings you could otherwise select from the expanded Tools pane. For more information on these settings, see The Tools Pane.
Once the Advanced Capture Configuration window is displayed, the first page (depending on how you accessed the Advanced Capture Configuration window, either the first page in the batch or the first page of the first document returned by your query) is displayed in the Document Viewer and the Form Definition dialog box is automatically displayed.
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To select a different page or document, either click the proper page/document from the Batch Documents pane or use the following shortcut keys:
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Page Up: selects the previous page of a multi-page document
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Page Down: selects the next page of a multi-page document
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Ctrl + Page Up: selects the previous document in the batch
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Ctrl + Page Down: selects the next document in the batch
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If the Form Definition dialog box is not automatically displayed, click Create New Form Definition in the Tools pane.