Assigning Existing Advanced Capture Forms to Documents in the Batch - 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

When a batch is processed in the Awaiting Advanced Capture batch status queue, the OCR engine automatically evaluates the documents in the batch against all available Advanced Capture forms.

Sometimes, however, it is necessary to manually assign a form to a document in the Advanced Capture Configuration window (such as when the text or image used as a form identifier is of poor quality for a scanned document, or if a document's layout has been changed and its Advanced Capture form needs to be updated to match it).

To manually assign a form to a document:

  1. From the Advanced Capture Configuration window, ensure that the document the Advanced Capture form is being matched to is displayed in the Document Viewer. If needed, select the correct document from the Batch Documents panel.
  2. Open the Form Definition dialog box.
    • When accessing the Advanced Capture Configuration window, if pre-processing fails, or is skipped or canceled, the Form Definition dialog box is automatically displayed.

    • If the Form Definition dialog box is not automatically displayed, click Create/Assign Form Definition in the Tools panel.

    Note:

    If you click Create/Assign Form Definition on an interior page of the document, a confirmation message is displayed. To treat this interior page as the beginning of a new sub-document (i.e., a sub-document assigned a different Advanced Capture form than the first page of the main document), click Start new document here. Conversely, to apply to the existing first page of the document the Advanced Capture form you are about to assign to the interior page, click Apply form definition to existing document.

  3. Select the Assign existing form radio button. Once selected, use the drop-down to select the Advanced Capture form to be associated with the document.
    Note:

    The Assign existing form radio button and the associated drop-down menu are only enabled when at least one Advanced Capture form is configured for your Advanced Capture solution.

  4. Click Save. The Advanced Capture form is applied to the document in the Document Viewer. Form Identification, Page Registration, and Data Field Zones are highlighted on the displayed document.
    Tip:

    At any time, click Save Configuration in the Tools panel to save the Advanced Capture form. It is considered a best practice to save your Advanced Capture form after the form is created and after any configuration change is made (e.g., any Form Identification, Registration, or Data Field Zones are added, deleted, modified, moved, etc.).

    To discard all changes since the last time the form was saved, click Discard Configuration Changes in the Tools panel.

Now that the form is associated with the currently displayed document, it can be used as-is, modified, or deleted.