Define capture profile document property options - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

CaptureNow uses document properties to store, secure, and retrieve a document. In the capture profile, you must select how to assign the property values. To set the document property options, complete the following steps.

1. On the Perceptive Content toolbar, click Capture > Manage Capture Profiles.
2. In the Capture Profiles dialog box, select the capture profile and click Modify.
3. To define the location where Perceptive Content saves a captured document, on the Document Keys tab, perform one of the following actions:

   Situation	Steps
   To store documents in a folder in a content model	Select the Save document to a folder check box. Under Document Key, double-click Path. In the Key Definition dialog box, select whether the Application plan defines path or User selects existing folder at capture.
   To store documents based on document keys	Under Document Key, double-click Drawer. In the Key Definition dialog box, define the type and value.

4. To define the remaining keys, keep the following guidelines in mind:
   • If you did not specify to save the document in a content model, you must define Drawer, Doc Type, and one of the following keys: Field1, Field2, Field3, Field4, or Field5.
   • If you specified to save the document in a content model, you must define Path, Name, and Doc Type.
   • To have Perceptive Content gather the property value from the application plan, from the Type list, select Application.
   • If you enabled automatic processing on the Batch tab, custom properties associated with the Doc Type property do not apply.
   • If you enabled barcode grouping, you must set at least one property type to Barcode.
   • If you set a property to Empty, Perceptive Content does not set up a field for that property.
5. Click OK.