Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Client Accessibility Features
• Related Documents
• Conventions

1 Getting Started

• 1.1 Capture Basics
  • 1.1.1 What is the Capture client?
  • 1.1.2 What are batches and documents?
  • 1.1.3 What is a client profile?
  • 1.1.4 What types of documents can I scan or import into Capture?
  • 1.1.5 How do I know whether I can capture and index batches?
  • 1.1.6 How do I complete processing batches and release them?
• 1.2 Starting the Capture Client
• 1.3 Navigating the Capture Client
  • 1.3.1 How do I use the batch pane?
  • 1.3.2 How do I use the document pane?
  • 1.3.3 How do I use the metadata pane?
  • 1.3.4 How do I use the Batch Information pane?
• 1.4 Capture Client Uses
  • 1.4.1 Scanning and Indexing Documents
  • 1.4.2 Scanning Documents Only
  • 1.4.3 Importing Document Files
  • 1.4.4 Indexing Documents Only
  • 1.4.5 Scanning or Importing Documents via Business Application
• 1.5 Setting Preferences
  • 1.5.1 How do I resize the window's panes?

2 Scanning and Importing Documents

• 2.1 Understanding Capturing
  • 2.1.1 How are image and non-image documents handled in Capture?
  • 2.1.2 How does scanning work?
  • 2.1.3 How are documents created during scanning?
  • 2.1.4 How does importing work?
• 2.2 Scanning Documents
  • 2.2.1 How do I prepare documents for scanning?
  • 2.2.2 How do I select a scanner to use for Capture scanning?
  • 2.2.3 How do I select scanner settings?
  • 2.2.4 How do I scan documents?
  • 2.2.5 How do I scan or import from a business application?
  • 2.2.6 How do I create documents if prompted when scanning?
  • 2.2.7 How do I scan using separator pages?
  • 2.2.8 How do I set scanning preferences?
• 2.3 Importing Documents
  • 2.3.1 How do I specify importing rather than scanning?
  • 2.3.2 How do I select import settings?
  • 2.3.3 How do I import files into a batch?

3 Reviewing and Editing Documents

• 3.1 Reviewing Documents and Pages
  • 3.1.1 How do I automatically review and index documents after capturing them?
  • 3.1.2 How do I zoom in and out of the selected page?
  • 3.1.3 How do I resize or reposition the thumbnail display?
  • 3.1.4 How do I print a page?
• 3.2 Editing Documents and Pages
  • 3.2.1 How do I increase an image's quality?
  • 3.2.2 How do I move a page to another document?
  • 3.2.3 How do I rotate or flip pages?
• 3.3 Creating and Removing Documents
  • 3.3.1 How do I split a document, creating a new document?
  • 3.3.2 How do I remove a document separation?
  • 3.3.3 How do I delete a document and its pages?
• 3.4 Adding, Replacing, and Deleting Pages
  • 3.4.1 How do I insert pages before a selected page?
  • 3.4.2 How do I append pages to a document?
  • 3.4.3 How do I replace a page?
  • 3.4.4 How do I delete a page?

4 Indexing Documents

• 4.1 Understanding Document Indexing
  • 4.1.1 How does indexing work?
  • 4.1.2 How do database lookups work?
  • 4.1.3 How do metadata fields use input masks?
  • 4.1.4 How do metadata fields use display formatting?
  • 4.1.5 How do choice list metadata fields work?
• 4.2 Indexing Documents
  • 4.2.1 How do I index a document?
  • 4.2.2 How do I index by looking up values from a database?

5 Working With Batches

• 5.1 Understanding Batches
  • 5.1.1 How are batches named?
  • 5.1.2 What happens when I lock or release a batch?
• 5.2 Sorting, Filtering, and Searching For Batches
  • 5.2.1 Which batches are listed in the batch pane?
  • 5.2.2 How do I search for batches or filter the list?
  • 5.2.3 How do I sort the batch list?
  • 5.2.4 How do I limit the batch list?
• 5.3 Editing Batches
  • 5.3.1 How do I edit an unlocked batch?
  • 5.3.2 How do I delete a batch?
• 5.4 Changing Batch Information
  • 5.4.1 How do I set or change a batch's priority?
  • 5.4.2 How do I set or change a batch's status?
  • 5.4.3 How do I add, edit, and delete batch notes?
• 5.5 Releasing Batches
• 5.6 Handling Batch Errors
  • 5.6.1 How do I set batch logging?