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

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

Perceptive Content Connector for SAP ArchiveLink is an extension that provides the functionality to upload metadata stored in iScript to SAP software. SAP uses this metadata to create financial accounting (FI) documents in your SAP application. To configure a capture profile for SAP ArchiveLink, complete the following steps.

Before you begin this procedure, you must install iScript Connector for SAP ArchiveLink and create an Interact application plan for a document.
  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 > SAP ArchiveLink.
  4. In the Capture Profile Definition wizard, on the Capture Profile Content Type page, select Documents.
  5. On the Capture Profile Information page, complete the following substeps:
    1. In the Name box, type SAP ArchiveLink.
      Note: For a SAP ArchiveLink capture profile, the name must be SAP ArchiveLink.
    2. In the Description box, type a short profile description.
    3. Verify that the Profile is active check box is selected.
    4. Click Next.
  6. On the Capture Profile Options page, complete the following substeps:
    1. In the Application plan list, select the Interact 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 where you want to route the new documents.
    4. Optional. To submit documents to Recognition Agentfor 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.
  7. 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.