Contents

Title and Copyright Information

Preface

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

1 Getting Started with Capture

• 1.1 Understanding Capture basics
  • 1.1.1 About the Capture client
  • 1.1.2 About batches and documents
  • 1.1.3 About client profiles
  • 1.1.4 Which document types you can scan or import into Capture
  • 1.1.5 Understanding whether you can capture and index batches
  • 1.1.6 About processing and releasing batches
• 1.2 Starting the Capture client
• 1.3 Navigating the Capture client
  • 1.3.1 About the Batch pane
  • 1.3.2 About the Document pane
  • 1.3.3 About the Metadata pane
  • 1.3.4 About the Batch Information pane
• 1.4 Capture client uses
  • 1.4.1 Scenario 1: Scanning and indexing documents
  • 1.4.2 Scenario 2: Scanning documents only
  • 1.4.3 Scenario 3: Importing document files
  • 1.4.4 Scenario 4: Indexing documents only
  • 1.4.5 Scenario 5: Scanning or importing documents via business application
• 1.5 Setting preferences
  • 1.5.1 Resizing the window panes

2 Scanning and importing documents

• 2.1 Understanding scanning
  • 2.1.1 How Capture handles image and non-image documents
  • 2.1.2 How scanning works
  • 2.1.3 How documents are created during scanning
  • 2.1.4 How importing works
• 2.2 Scanning documents
  • 2.2.1 Preparing documents for scanning
  • 2.2.2 Selecting a scanner to use for Capture scanning
  • 2.2.3 Selecting scanner settings
  • 2.2.4 Scanning documents
  • 2.2.5 Scanning or importing from a business application
  • 2.2.6 Creating documents if prompted when scanning
  • 2.2.7 Scanning using separator pages
  • 2.2.8 Setting scanning preferences
• 2.3 Importing documents
  • 2.3.1 Specifying importing rather than scanning
  • 2.3.2 Selecting import settings
  • 2.3.3 Importing files into a batch

3 Reviewing and editing documents

• 3.1 Reviewing documents and pages
  • 3.1.1 Automatically reviewing and indexing documents after capturing them
  • 3.1.2 Zooming in and out of the selected page
  • 3.1.3 Resizing or repositioning the thumbnail display
  • 3.1.4 Printing a page
• 3.2 Editing documents and pages
  • 3.2.1 Increasing an image's quality
  • 3.2.2 Moving a page to another document
  • 3.2.3 Rotating or flipping a page
• 3.3 Creating and removing documents
  • 3.3.1 Splitting a document and creating a new document
  • 3.3.2 Removing a document separation
  • 3.3.3 Deleting a document and its pages
• 3.4 Adding, replacing, and deleting pages
  • 3.4.1 Inserting pages before a selected page
  • 3.4.2 Appending pages to a document
  • 3.4.3 Replacing a page
  • 3.4.4 Deleting a page

4 Indexing documents

• 4.1 Understanding document indexing
  • 4.1.1 Understanding indexing
  • 4.1.2 Understanding database lookups
  • 4.1.3 Using input masks in metadata fields
  • 4.1.4 Using display formatting in metadata fields
  • 4.1.5 Understanding choice list metadata fields
• 4.2 Indexing documents
  • 4.2.1 Indexing a document
  • 4.2.2 Indexing by looking up values from a database

5 Working with batches

• 5.1 Understanding batches
  • 5.1.1 How batches are named
  • 5.1.2 Understanding what happens when locking or releasing a batch
• 5.2 Sorting, filtering, and searching for batches
  • 5.2.1 Understanding which batches are listed in the batch pane
  • 5.2.2 Searching for batches or filtering the list
  • 5.2.3 Sorting the batch list
  • 5.2.4 Limiting the batch list
• 5.3 Editing batches
  • 5.3.1 Editing an unlocked batch
  • 5.3.2 Deleting a batch
• 5.4 Changing batch information
  • 5.4.1 Setting or changing a batch's priority
  • 5.4.2 Setting or changing a batch's status
  • 5.4.3 Adding, editing, and deleting batch notes
• 5.5 Releasing batches

A Troubleshooting

• A.1 Handling batch errors
  • A.1.1 Setting batch logging

B Frequently Asked Questions