Create an Import Agent capture profile for a document - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

An Import Agent capture profile stores the settings you define for Import Agent to import files into a document. To create an Import Agent capture profile, complete the following steps.

1. In Management Console, in the left pane, under Select Department, select a department from the list.
2. Click Capture.
3. In the right pane, on the Capture Profile tab, click New > Import Agent.
4. In the Capture Profile Definition wizard, on the Capture Profile Content Type page, select Document.
5. On the Capture Profile Information page, complete the following substeps.
   1. Type a name and optional description for the capture profile.
   2. Verify that the Profile is active check box is selected.
   3. Click Next.
6. On the Capture Profile Source page, select one of the following options.
   • Create a new source profile.
   • Select an existing source profile and then choose a source profile from the list.
7. On the Capture Profile Options page, complete the following substeps.
   1. In the Application plan list, select the Import Agent application plan that you want to associate with this capture profile.
   2. Optional. In the Workflow process list, select the workflow process to which you want to route the new documents.
   3. If you selected a workflow process, in the Workflow queue list, select the workflow queue to which you want to route the new documents.
   4. Optional. To submit documents to Recognition Agent for bar code scanning, select the Submit to Content Server check box.
   5. Optional. To add documents to version control, select the Submit to version control check box.
   6. Click Next.
8. On the Capture Profile Verification page, review your capture profile configuration settings and complete one of the following actions.
   • To modify a configuration setting, click Back and make any needed changes.
   • To keep the configuration settings, click Finish.