Specify a Static or Dynamically Determined Document Profile

You can configure a recognition job to determine the document profile that identifies the metadata fields available to index a document.

For background information, see Settings for Classifying Documents.

To specify a static or dynamically determined document profile:

1. In a selected procedure, create a recognition processor job.

2. Select the Document Profile page to specify settings.

3. In the Default Document Profile field, specify a profile.

   The recognition job uses the default document profile when the Do not determine dynamically field is selected or when no matching dynamically determined document profile is found.

4. In the Dynamic Document Profile Option field, specify if and how to dynamically determine a document profile. You can determine the document profile in the following ways:

   • Specify a static one by selecting Do not determine dynamically and choosing a profile in the Default Document Profile field.

   • Determine dynamically using a bar code definition, by selecting Determine dynamically using bar code and completing step 5.

   • Determine dynamically using separator page definition, by selecting Determine dynamically using separator page and completing step 6. This option is available only when Hierarchical separator pages is selected as the document organization method.

5. If you selected Determine dynamically using bar code in step 4, complete configuration.

   1. In the Bar Code field, select a bar code definition whose value will be used as mapped in the table to determine the document profile.

   2. In the Document Profile and Bar Code Value Mappings table, map possible bar code values with the document profile to use.

      Click Edit. In the Document Profile and Bar Code Value Mappings dialog, specify if the bar code value must match a single value or match any item in a specified choice list. If matching a single value, specify the value. If matching any item in a choice list, specify the choice list source and choice list.

      Map additional document profiles to bar code values in the table, if needed.

6. If you selected Determine dynamically using separator page in step 4, complete the configuration as follows:

   1. Click the Document Processing page.

      A Document Profile column is displayed in the Document Separator Hierarchy Pages table.

   2. Click or in the table.

   3. In the Separator Page Definition dialog, select a profile in the Document Profile field for the hierarchy separator page. This field is set to None and is disabled if you select an attachment type in the Attachment Type field.

   4. Repeat steps 6b and 6c to assign document profiles to hierarchy separator page definitions.

7. Click Submit to save the job.