Table of Contents

• Title and Copyright Information
• Preface
  • Audience
  • Documentation Accessibility
  • Diversity and Inclusion
  • Client Accessibility Features
    • Changing the client display to high contrast
    • Changing the font size displayed in the client
    • Using keyboard shortcuts
  • Related Documents
  • Conventions
• 1 Getting started with Capture
  • 1.1 Understanding 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 Enabling Proxy Support in the Capture Client
  • 1.3 Starting the Capture client
  • 1.4 Navigating the Capture client
    • 1.4.1 How do I use the batch pane?
    • 1.4.2 How do I use the document pane?
    • 1.4.3 How do I use the metadata pane?
    • 1.4.4 How do I use the batch information pane?
    • 1.4.5 How do I view the lock information for a batch?
  • 1.5 Capture client uses
    • 1.5.1 Scenario 1: Scanning and indexing documents
    • 1.5.2 Scenario 2: Scanning documents only
    • 1.5.3 Scenario 3: Importing document files
    • 1.5.4 Scenario 4: Indexing documents only
    • 1.5.5 Scenario 5: Scanning or importing documents via business application
  • 1.6 Setting preferences
    • 1.6.1 How do I resize the window’s panes?
• 2 Scanning and importing documents
  • 2.1 Understanding scanning
    • 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 go to a specific page?
    • 3.1.5 How do I print a page?
    • 3.1.6 How do I view a document or an attachment in an associated application?
    • 3.1.7 How do I view file information?
    • 3.1.8 How do I find a document?
  • 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 duplicate one or more pages of a document?
    • 3.2.4 How do I rotate or flip pages?
    • 3.2.5 How do I copy and paste metadata values?
    • 3.2.6 How do I clear metadata values for a document?
    • 3.2.7 How to cut or copy pages and paste them in image documents?
  • 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?
    • 3.3.4 How do I duplicate a document?
  • 3.4 Creating and removing attachments
    • 3.4.1 How do I create a new attachment when appending pages?
    • 3.4.2 How do I split an attachment, creating a new attachment?
    • 3.4.3 How do I delete an attachment and its pages?
  • 3.5 Adding, replacing, and deleting pages
    • 3.5.1 How do I insert pages before a selected page?
    • 3.5.2 How do I append pages to a document or attachment?
    • 3.5.3 How do I replace a page?
    • 3.5.4 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 abandon batch lock?
    • 5.3.3 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
• A Troubleshooting
  • A.1 Handling batch errors
    • A.1.1 How do I set batch logging?
• B Frequently Asked Questions
• C How Do I?
  • C.1 How do I save different scanner settings for each client profile?
  • C.2 How do I split a document into two documents?
  • C.3 How do I merge documents into a single document?
  • C.4 How do I move pages from one document to another?
  • C.5 How do I reorder pages of a document?
  • C.6 How do I flip all pages in a batch if the pages were scanned upside down?