The Tools pane contains links to all of the tools necessary to configure Advanced Capture forms.
The following tools are available:
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Create a New Form Definition. Click to open the Form Definition dialog box.
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Process Current Document. Click to run a test Advanced Capture process on the document currently displayed in the Document Viewer.
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Process Entire Batch. Click to run a test Advanced Capture process on all documents listed in the Batch Documents pane.
Note:If any form definition groups have been configured for the form, a drop-down list is displayed above the Tools pane. To simulate how the Advanced Capture engine will process the current document or batch with a form definition group activated, select that group from the drop-down list before clicking Process Current Document or Process Entire Batch.
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Next Unconfigured Document. Click to display the next document that has not yet been matched to a form.
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Default New Template/Zone Settings. Click one of the Default Zone Type sub-options to set the default behavior when a new Advanced Capture form zone is created.
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Assign Current Scan Queue Only. This option is selected by default. When selected, this option makes any Advanced Capture forms you create available for only the scan queue that the currently displayed document is associated with and for ad hoc Advanced Capture processes.
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When not selected, any Advanced Capture forms you create are automatically made available to all scan queues.
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Always Ask New Zone Type. Select this option to always prompt the user to select the type of zone being created.
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Form Identity or Registration. Select this option to automatically set each newly created zone as a Form Identity or Registration Zone.
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Keyword Field. Select this option to automatically set each newly created zone as a Data Field Zone. When this option is selected, you can also specify the type of Data Field Zone being configured by selecting one of the following options: Keyword Value Field, Line Item Extraction, Group Line Item Extraction, Optical Mark Field, or Signature Detection Field.
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Form Definition Lookup Text. Select this option to automatically set each newly created zone as a Form Definition Lookup Text Zone.
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Global Keyword Lookup/Replace. Click to configure a global Keyword Lookup/Replace dictionary to replace Keyword Values identified by the Advanced Capture process with different values.
For example, if you require a Term Keyword Value to contain a Season and a Four Digit Year (for example, Fall 2010) and some incoming documents display a Season and a Two Digit Year (for example, Fall 10), you could configure a lookup/replace action to automatically replace all Keywords Values identified as Fall 10 with Fall 2010.
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Regular Expression Library. Click to edit your system's default regular expressions or to configure custom regular expressions to be used in your Advanced Capture solution.
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Import/Export Configuration. Click to import or export Advanced Capture forms from/to another Advanced Capture solution.
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Advanced Options. Click to open a dialog box containing the following options:
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Manage Form Definition Groups: Allows you to group forms together into named groups, which you can later assign to specific instances of Advanced Capture processing when configuring a custom capture process in the Capture Process Designer
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Analyze Form Definition Precedence: Allows you to perform an analysis of how frequently your forms are being matched to documents
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Analyze For Definition Historical Matching: Allows you to perform an analysis of historical matches made between forms and documents.
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Configure User Group Access to Configure: Allows you to grant Advanced Capture configuration access to users who do not have the Document Imaging administrative processing privilege
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Bulk Update Form Definition Settings: Allows you to apply modifications to multiple form definitions simultaneously.
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Generate Configuration Report Snapshot: Allows you to generate a configuration report to show all form definitions and related information in an easy-to-read format.
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Activation Group Names Displayed in Zone Configuration: Allows you to display the activation group a zone belongs to in the upper-left corner of the zone. By default, this option is enabled (indicated by a teal checkmark).
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Process Order Displayed in Zone Configuration: Allows you to display the ordering if identification groups and extractions zones in the lower-right corners of the Form Identification and Data Field Zones, respectively. By default, this option is enabled (indicated by a teal checkmark).
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Non-Library Regular Expressions Case-Insensitive: Allows you to set case sensitivity as a consideration when matching extracted values to non-library regular expressions (for example, regular expressions defined when configuring Data Field Zone Keyword Field Options). By default, this option is disabled (indicated by a red X), and non-library regular expressions will be case sensitive.
Note:Case sensitivity considerations for regular expressions in the Regular Expression Library are unaffected by the Non-Library Regular Expressions Case-Insensitive option.
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Save Configuration. Click to save the current configuration, including any configured Advanced Capture forms. A confirmation message is displayed with the following options:
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Yes: Save your configuration changes.
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Yes, don't remind me again this session: Save your configuration changes, and prevent the confirmation message from being displayed again during this session.
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No: Cancel the save.
If you save your configuration changes, a second confirmation message is displayed with the following options:
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Generate Report: Generate a configuration report with all form definitions and related information.
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Continue: Continue working without generating a configuration report.
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Continue, don't ask me again this session: Continue working without generating a configuration report, and prevent the confirmation message from being displayed again during this session.
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Discard Configuration Changes. Click to discard any unsaved Advanced Capture form changes and revert to the last saved form configuration.
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Exit Configuration. Click to close the Advanced Capture Configuration window and return to the Document Imaging window.