Table of Contents
- Title and Copyright Information
- Preface
- Part I Getting Started
-
Part II Setting Up Procedures
- 5 Get to Know the Capture Procedures Page
- 6 Create a New Procedure
- 7 Manage Your Procedures
- 8 Configure Procedure Security
- 9 Configure Metadata
- 10 Configure Classification
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11
Configure Capture Settings
-
Configure Client Profiles
- About Client Profiles
- Add or Edit a Client Profile
- Deactivate or Delete a Client Profile
- Configure a Client Profile's Type
- Filter the Batch List Displayed to Users
- Configure Image Capture and Storage
- Configure Blank Page Detection
- Configure Non-Image File Capture Settings
- Configure Document Creation
- Configure Separator Sheet Use
- Use a Dependent Choice List in a Client Profile
- Enable an Asset Lookup in a Client Profile
- Configure Document Profiles in Client Profiles
- Grant or Remove Security Access to Client Profiles
- Configure a Client Profile's Post-Processing
- Add, Edit, or Delete a Release Process
-
Configure Import Processor Jobs
- About Import Processing
- Add or Edit an Import Processor Job
- Deactivate or Delete an Import Processor Job
- Configure Blank Page Detection in an Import Processor Job
- Configure Email Message and Email Attachment Importing
- Set Up Google Mail (OAuth) for Email Import
- Configure List File Importing
- Import Attachments During List File Importing
- Configure File Importing from a Folder
- Configure Metadata Assignment During Import
- Configure Post-Processing of an Import Processor Job
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Configure Client Profiles
-
12
Configure Processing
Settings
-
Configure Recognition Processor Jobs
- About Recognition Processing
- Configure General Recognition Processor Job Settings
-
Configure Jobs Based on Their Document
Organization
- Configure a Job for Documents Containing a Fixed Number of Pages
- Configure a Job for Documents with the Same Bar Code Value on Each Page
- Configure a Job for Batches with Separator Pages between Documents
- Configure a Job for Documents with Hierarchical Separators
- Configure a Job for Batches that do not need Document Organization
- Configure Bar Code, Patch Code, and Separator Page Definitions
- Specify a Static or Dynamically Determined Document Profile
- Specify Metadata Field Auto Population
- Configure Conversion Jobs to PDF
-
Configure Conversion Jobs to TIFF
- Configure Blank Page Detection in a TIFF Conversion Job
- Specify How Documents are Merged and Metadata is Assigned
- Configure PDF Conversion Engine
- Configure Post-Processing and Monitoring of a Conversion Job to TIFF
- Configure Batch Flow to a Conversion Job to TIFF
- Deactivate or Delete a Conversion Job to TIFF
- Configure Asset Lookup Jobs
- Configure XML Transformation Jobs
- Configure External Processor Jobs
- Configure OCR Processor Jobs
- Configure Classification Jobs
- Configure Taxonomy Lookup Jobs
- Configure Conditional Assignment Jobs
-
Configure Recognition Processor Jobs
-
13
Configure Commit Profiles
- About Commit Processing
- Add or Edit a Commit Profile
- Activate and Order Commit Profiles
- Deactivate or Delete a Commit Profile
- Restrict a Commit Profile Based on Document Profile
- Configure Asset or Business Repository Commit Driver Settings
- Configure Documents Folder Commit Driver Settings
- Configure Batch Flow to the Commit Processor
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Part III Scanning and Importing
Documents
- 14 Set Up the Content Capture Client
- 15 Get to Know the Content Capture Client
- 16 Understand the Content Capture Client Features
- 17 Scan Hardcopy Documents
- 18 Import Electronic Documents
- 19 Review and Edit Documents
- 20 Index Documents
- 21 Manage Batches
- Part IV Setting Up Automated File Import
-
Part V Install and Configure the
WebCenter Forms Recognition Agent
- Add an Import Group to WebCenter Forms Recognition Project
- Configure Your Capture Procedure
- Download and Install the WebCenter Forms Recognition Agent
- Get to Know the WebCenter Forms Recognition Agent Dashboard
- Configure the WebCenter Forms Recognition Agent
- WebCenter Forms Recognition Agent Status Messages
- WFR Agent Operations
- Part VI Appendixes