Manually assign properties to a batch - Use Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Documents

Platform
Perceptive Content
Product
Use Documents
Release
Foundation 24.1
License

To manually assign property values to a file after it was captured in a batch, complete the following steps.

If your business process requires the quality assurance step, you must quality assure the batch before completing this procedure.
  1. On the Perceptive Content toolbar, click Batches > Ready for Linking.
  2. In the search results grid, double-click the batch to which you want to assign property values.
  3. In the viewer, identify the displayed page from its name, account number, or other distinguishing information.
  4. In the Properties pane, under Document Keys, perform one of the following actions:
    Situation Steps
    To store a document or physical file reference at the drawer level
    1. Under Location, under Drawer, select the name of the drawer where you want to store the document.
    2. Enter an optional name for the document.
    3. In the property assignment dialog box, under Properties, define values for Field1 through Field5.
    To store a document or physical file reference in a folder
    1. Under Location, click Drawer > Path.
    2. In the Set Location dialog box, in the Drawer list, select the drawer that contains the folder.
    3. In the Folder name box, type part or the entire folder name and click Search.
    4. In the Select path box, select the path that points to the folder where you want to store the document and click OK.
    5. Under Location, in the Name box, type a document name.
    6. In the property assignment dialog box, under Properties, define values for Field1 through Field5.
    If you did not select a path, you must define at least one of the fields.
  5. In the Type list, select a document type.
  6. If custom properties display for the selected document type, under Custom Properties, select or type a value for each custom properties where needed.
  7. Optional. Under Notes, add additional text to describe the document.
  8. On the Batch Link toolbar, click the Save Batch Page button.
    Perceptive Contentdisplays the next page in the batch.
  9. Assign property values to each remaining file in the batch.