Reason Lists

Manage Documents

Platform: Perceptive Content
Product: Manage Documents
Release: Foundation 24.1
License

Documentation Notice
Manage documents
Document types
What are document types?
Add a master form to a document type
Add a document type
Create a document type for unmatched images
Modify a document type
Display a document as a form
Delete a document type
Rename a document type
Assign a document type to a folder type
Require document types for a folder type
Definable document properties
Document Type Lists
What are document type lists?
Create a document type list
Modify or rename a document type list
Delete a document type list
Categories
What are categories?
Create a category for document types
Assign a category color
Assign a document type to a category
Modify a category
Delete a category
Rename a category
Reorder a category
Reorder category document types
Organize your content structure
Folders
What are folder types?
Create a folder type
Modify a folder type
Rename a folder type
Delete a folder type
Display a folder as a form
Assign a capture profile to a folder type
Create a folder hierarchy for output files
Content Modeling
What is content modeling?
Define a content model overview
What are folder type lists?
Create a folder type list
Modify or rename a folder type list
Delete a folder type list
What is the folder type hierarchy?
Define a folder type hierarchy for a drawer
Modify a folder type hierarchy for a drawer
Manage folder type restrictions overview
Restrict document types in a folder
Restrict subfolder types in a folder
Remove folder contents restrictions
Remove a folder type from the folder type hierarchy
What are drawers?
Create a drawer
Manage drawer restrictions overview
Restrict document types for a drawer
Restrict folder types for a drawer
Remove drawer document type restrictions
Remove drawer folder restrictions
Rename a drawer
View details about a drawer
Delete a drawer
Manage Capture
What is CaptureNow?
Document property types in CaptureNow
Application Plans
About selecting an application plan type
Activate an application plan
Add a user or group to an application plan
Copy an application plan
Create an application plan
Delete an application plan
Modify an application plan
Remove a user or group from an application plan
Rename an application plan
What is an application plan?
What is a screen?
Agent Type
About using the Agent type methods
Create a Fax Agent application plan
External Type
About using the External type
Configure an External application plan
External User Type
About using the External User type
Configure an External User application plan
Interact Type
About using the Interact type methods
Create an Interact application plan
LearnMode Type
Create a LearnMode application plan
Set HyperLearn settings
What is the Internet Explorer method?
What is the HyperLearn method?
What is LearnMode?
What is the Terminal Capture method?
What is the Viewpoint method?
What is the Viewpoint method?
What is the Window Walker method?
Manual Type
About using the Manual type
Create a manual application plan
Visual Basic
About using Visual Basic scripts
Apply a Visual Basic script
Create a Visual Basic script
Modify a Visual Basic script
Remove a Visual Basic script
Rename a Visual Basic script
Visual Basic script functions
Visual Basic script variables
Visual Basic scripts for DDE
Visual Basic scripts for Internet Explorer
Add a user-defined script to a button
Run a script upon opening a workflow item
Configure print and scan
ImageNow Printer properties
What is ImageNow Printer?
Scanner
About configuring a scanner
Assign master configuration files to all Windows user accounts
Change the scanner driver type
Connect a scanning workstation to multiple servers
Install a scanner overview
Install scanner drivers
Install Kofax VRS
Test a scanner
Configure a scanning device
Remove a scanner from ImageNow
Replace a scanner
Scanner configuration files
Scanning terminology
Troubleshoot scanner configuration
What are scanner tokens?
Barcodes
Barcode triggers in CaptureNow
Configure barcode options for batch scanning overview
Enable barcode detection for scanning profiles
Enable barcodes for batch grouping
Enable barcodes for batch separation
Enable barcodes for document properties in Batch mode
Supported barcode types
Patchcodes
About using patchcodes with CaptureNow
Adjust the patchcode offset
Enable patchcode detection for a scanning profile
Obtain patchcodes for CaptureNow
Patchcode types for CaptureNow
Scan batches using patchcodes
Imprinter
Configure CaptureNow Imprinter overview
Imprinter settings
What is Imprinter?
Predefined Lists
Create a predefined list in a capture profile
Delete a predefined list in a capture profile
Modify or rename a predefined list
Profiles
About distributing capture and scanning profiles
Define scanning profile options
Distribute a client-based capture or scanning profile
What is a capture profile?
Client-Based Capture Profiles
Create a client-based capture profile
Copy a client-based capture profile
Create a Batch mode capture profile from File source overview
Create a Batch mode capture profile from ImageNow Printer source overview
Create a Batch mode capture profile from Scanner source overview
Create a Package Mode capture profile from File source overview
Create a Package Mode capture profile from Scanner source overview
Create a Single mode capture profile from File source overview
Create a Single mode capture profile from ImageNow Printer source overview
Create a Single mode capture profile from Scanner source overview
Delete a client-based capture profile
Import a client-based capture profile on a non-scanning computer
Import a client-based capture profile on a scanning computer
Modify a client-based capture profile
Reorganize client-based capture profiles
Roll back a client-based capture profile to the server version
Define file location and image processing options
Define batch processing options
Define capture profile document property options
Server-Based Capture Profiles
Copy a server-based capture profile
Create a Fax Agent capture profile for a document
Create an external interface capture profile for a document
Create an Import Agent capture profile for a document
Create an SAP ArchiveLink capture profile for a document
Delete a server-based capture profile
Modify or rename a server-based capture profile for a document
Source Profiles
Copy a source profile
Create an Import Agent source profile
Create an External Scanner source profile
Delete a source profile
Modify a source profile
What is a source profile?
Scanning Profiles
CaptureNow Adrenaline (Kofax) image processing filters
CaptureNow Adrenaline (Kofax) scanning profile options
CaptureNow ISIS (Pixel) image processing filters
CaptureNow ISIS (Pixel) scanning profile options
Create a scanning profile
Create an external interface capture profile for a document
Create an External Scanner source profile
What is a scanning profile?
Package Mode
Change the default basket for a basket group
Configure Package mode to import files overview
Configure Package Mode with Scan Prompter overview
Configure Package Mode without Scan Prompter overview
Copy a basket
Copy a basket group
Create a basket group
Create a basket for a basket group
Create a package scanning document rule
Delete a basket from a basket group
Delete a basket group
Document rule conditions for package scanning
Make a basket group active or inactive
Modify a basket
Modify a basket group
Reorder basket groups
Reorder baskets in a basket group
Show or hide a basket group
Specify an application plan for Package mode
Troubleshoot Package Mode
Sequences
Create a sequence in a capture profile
Delete a sequence in a capture profile
Modify or rename a sequence
Manage item properties
What is a custom property?
What is a composite property?
Create a custom property overview
Create a date custom property
Create a flag custom property
Create a list custom property
Create a number custom property
Create a string custom property
Create a user custom property
Assign a custom property to a document type
Assign a custom property to a folder type
Modify a custom property
Delete a custom property
Custom property data types
Create a composite property
Modify a composite property
Manage processes
Tasks
About administering tasks
Troubleshoot tasks
Task Templates
Create a document deficiency task template overview
Create a signature required task template
Create a pointer task template overview
Modify a task template overview
Copy a task template
Rename a task template
Delete a task template
Configure task email notifications
Task Reasons
About managing task reason lists
Manage reasons
Modify a reason list
Manage a reason list for a task template
Manage action reason lists for a signature required task template
Workflow
About administering workflow processes
Create a workflow process
Modify a workflow process
Rename a workflow process
Delete a workflow process
Reasons
What is a reason list?
Add a reason list for putting an item on hold
Modify or rename a reason list for putting an item on hold
Delete a reason list for putting an item on hold
Output Profiles
What is an output profile?
Create an email output profile overview
Create a fax output profile overview
Create a file output profile overview
Create a print output profile overview
Create an output profile
Add a user or group to an output profile
Output items as individual files
Output items as a single PDF
Output item as a multi-page TIFF
Define page rotation for printing
Copy an output profile
Delete an output profile
Modify an output profile
Rename an output profile
Activate an output profile
Define output content settings
Define document type output order
Define email settings for an output profile
Define fax settings for an output profile
Define file settings for an output profile
Create a folder hierarchy for output files
Output file name variables
Manage digital signatures
What is a digital signature?
Digital signature status indicators
Digital Signature Settings
Set password entry frequency
Set digital signature time out
Append signature reports to printed or exported documents
Automatically verify signatures
Associate a digital signature with a task
Void a digital signature
Digital IDs
Set Digital ID expiration period
Expire a Digital ID
Void a Digital ID
Reason Lists
Add a reason list for digital signatures
Modify or rename a reason list for a digital signature
Delete a reason list for digital signatures
Manage annotations
What is an annotation template?
File formats for annotations and redactions
Stamp annotation codes
Create annotation templates
Create an arrow annotation template
Create a check annotation template
Create a highlight annotation template
Create a line annotation template
Create an OLE annotation template
Create an oval annotation template
Create a pen annotation template
Create a rectangle annotation template
Create a redaction annotation template
Create a stamp annotation template
Create a sticky note annotation template
Create a text annotation template
Create a URL annotation template
Modify annotation templates
Hide an annotation type
Delete an annotation template
Disable an annotation template
Modify an annotation template
Show inactive annotation templates
Manage views
About administering tasks
About administering related views
Supported file formats for Perceptive Content
Types of views
Work with Views
Create a view
Create a related view
Copy a view
Copy a related view
Delete a view
Delete a related view
Rename a view
Rename a related view
Modify a view
Modify a related view
Version control status indicators
Configure recycle bin views
Set the system default view
Folder content search conditions
Sort view or search results
Select columns to display
Group view or search results
About viewing batches by batch user
Add a custom property column
Enable filtering by batch user for a group
Enable filtering by batch user for a user
Add a custom property column for records
Statistics
What are statistics?
Data types for statistical functions
Add view statistics overview
Modify a statistic
Remove a statistic

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