Add, Edit, or Delete Attachment Types

An attachment is an image or non-image file associated with a primary document. You can create a list of possible attachment types. The client users can create and view attachments, change attachment types, and modify image attachments.

  • You can assign attachment types to document profiles.

    If a document is assigned to the default document profile, then all the attachment types defined in the respective procedure are available for the document.

  • When converting non-image attachments to image format using the TIFF conversion processor, you can restrict processing of attachments to specific attachment types. And, when merging documents, you can specify to include only source document’s attachments that match the document profile’s attachment types of the target document.

  • When configuring hierarchical separator page definitions in a recognition processor job, you can define a separator page to indicate that the document is an attachment by setting the Attachment Type field.

  • When configuring recognition processing, you can specify to include only attachments that match the document profile’s attachment types.

To configure attachment types:

  1. In the procedures pane on the left, select your procedure.

    The configuration pages for the selected procedure are displayed on the right.

  2. Open the Classification tab of your procedure.
  3. In the Attachment Types table, click Create a new attachment type.
  4. On the New Attachment Type page, enter a meaningful name and optionally a description for the new attachment type.
  5. If this attachment type is mandatory for document processing, select the Required check box.
  6. Click Submit.

    The newly created attachment type is displayed in the Attachment Types table.

    To delete an attachment type, select it in the Attachment Types table and click Delete attachment type.