To create a new Advanced Capture form:
- 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.
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Open the Form Definition dialog box.
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When accessing the Advanced Capture Configuration window, if pre-processing fails, or is skipped or canceled, the Form Definition dialog box is automatically displayed.
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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.
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- From the Form Definition dialog box, click the New Form radio button to enable the new Advanced Capture form options on the dialog box.
- Set the configuration options for the Advanced Capture form being created. See Form Definition Options for more information.
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Click Save to save the form and close the Form Definition dialog box.
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.