Common Options - Advanced Capture - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Enter the name of the Advanced Capture form that you are creating.

Select the Document Type that documents will be assigned to once they are associated with this Advanced Capture form.

To leave the Document Type of documents undergoing Advanced Capture processing unchanged (e.g., to ensure that the document remains unindexed or that the document still belongs to the Document Type it was assigned to at the time of import), select <Document Type Unchanged>.

Select this check box to automatically route documents matched to this Advanced Capture form for index verification and review after processing.

Select this check box to apply Keyword Values identified on the source document (i.e., the document currently selected in the Document Viewer) to subsequent documents in the same batch or ad hoc processing group.

When using this option, note the following:

• If a subsequent document is assigned a different Document Type, only values from the common Keyword Types are applied.

• If a subsequent document has not been assigned a Document Type, or has no Keyword Types in common with the source document, none of the carried Keyword Values is applied.

• The carried Keyword Values are applied to subsequent documents until either a new source document is encountered or the end of the batch or ad hoc processing group is reached. If a new source document is encountered, the process begins again with the new source document's set of Keyword Values being carried forward to subsequent documents. If the end of the batch/processing group is reached, the next batch/processing group starts with an empty set of carry-forward Keywords until the first source document of the batch/processing group is encountered, in which case the process starts over.

• The carried Keyword Values are applied to subsequent documents that have been assigned a Document Type, regardless of whether the subsequent documents have been matched to Advanced Capture forms.

Select this check box to create XML renditions of the documents matched to this Advanced Capture form.

The XML renditions contain indexing values (e.g., the Document Date and Keyword Values) identified during the Advanced Capture process. The structure of the XML file (i.e., the element that the Keyword Value is contained in) is defined when configuring the Data Field Zone for that Keyword Value.

Select this check box to tell OnBase to check for existing versions of the document being indexed. OnBase recognizes documents with the same file format, Document Type, and Keyword Values as potential revisions or renditions.

If an existing document is found, the revision settings associated with the Document Type control the revision prompt behavior. For example, if a document with the same Document Type and Keyword Values is found, and the Document Type's Revision Settings are Always assume new revision and Force comment, upon indexing, the document is assumed to be a revision and the user must enter a revision comment.

If more than one existing document of the same Document Type with matching Keyword Values is found, the Document Revisions dialog box is displayed and the user is prompted to select the existing document to use.

For more information on the Document Revisions dialog box, see the EDM Services module reference guide or help file.

Select one of the following options to determine how the expansion of AutoFill Keyword Sets will be handled:

• Require Autofill Expansion: Select this option to ensure that batches are sent to either the Awaiting Index or Index in Progress batch status queue for manual index verification whenever an AutoFill Keyword Set on a document in a batch fails to expand during Advanced Capture processing. This is the default setting.

• Allow Autofill Expansion: Select this option to allow AutoFill Keyword Sets to be expanded but also to prevent batches from automatically being sent for manual index verification whenever an AutoFill Keyword Set fails to expand during Advanced Capture processing.

• Prevent Autofill Expansion: Select this option to prevent AutoFill Keyword Sets from being expanded on any primary Keyword Type during Advanced Capture processing.

Select this check box to immediately burn redactions on the areas of batch documents that have been configured for redactions during Advanced Capture processing. This automatic burning of the redactions prevents the need to send the documents for Automated Redaction review and approval after Advanced Capture processing is complete.

Deselect this check box to simply mark these configured areas for redaction. Once Advanced Capture processing is complete, the marked documents are sent to the Automated Redaction Review window for review and approval.

For more information on Automated Redaction review and approval, see the Automated Redaction documentation.

Select this check box to set this Advanced Capture form as the default form. If a document's page is not matched to an existing Advanced Capture form during pre-processing, the document is automatically assigned to the highest-level default form.

Deselect this check box to leave a document as unclassified when the document's page is not matched to an existing Advanced Capture form during pre-processing.

Enter the Suspect Level threshold, 1-99, in this field.

The Suspect Level is the level of confidence placed in the data values captured using this form.

After a zone is processed, the OCR engine gives the resulting value a score between 1 and 99, depending on how confident it is in the result that was returned. The higher the score is, the lower the OCR engine's confidence is in the results.

The value you enter in this field is the threshold at which the OCR engine determines if a returned value is acceptable or suspect. A score returned by the OCR engine higher than the Suspect Level threshold causes the value captured from that zone to be marked as suspect. All scores lower than the Suspect Level threshold indicate that the captured value is considered by the OCR engine to be acceptable.

For example, setting the Suspect Level to 99 would indicate you completely trust the result returned by the OCR engine because no higher score could be returned and no result could be marked as suspect.

Setting the Suspect Level to 1 would indicate you have no trust in the result, since no lower score could be returned and no result could be determined acceptable.

Suspect Levels can also be set at the zone level for individual zones if more or less stringent standards are needed for their values.

The Minimum Page Count field contains the minimum number of pages that can compose a document identified by this Advanced Capture form.

This setting must be set to at least a value of 1.

The Maximum Page Count field contains the maximum number of pages that can compose a document identified by this Advanced Capture form.

Enter 0 if the Advanced Capture process should not attempt to break documents (i.e., Advanced Capture respects the pre-existing document breaks).

Use the VB Script drop-down list to select a VB script to associate with the identification and processing of this Advanced Capture form.

Click the ... button to open the VB Scripts dialog box. Here, the selected script can be re-configured or edited. For more information on these options, contact your System Administrator.

Enter a configuration note of up to 255 characters to be displayed for documents matched to this Advanced Capture form.

This note is displayed in the Advanced Capture Configuration window only, under the form's name in the Form Configuration panel and within the Modify/Delete Form dialog box in the Document Viewer.

Enter an indexing note of up to 250 characters to be displayed for documents matched to this Advanced Capture form.

This note is displayed to users when a document matched to this Advanced Capture form is displayed in the Working window during index verification and review.