Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• 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 What's New in This Guide

• 1.1 New Features for 12c (12.2.1.1)
• 1.2 New Features for 12c (12.2.1)

2 Getting started with Capture

• 2.1 Understanding Capture basics
  • 2.1.1 What is the Capture client?
  • 2.1.2 What are batches and documents?
  • 2.1.3 What is a client profile?
  • 2.1.4 What types of documents can I scan or import into Capture?
  • 2.1.5 How do I know whether I can capture and index batches?
  • 2.1.6 How do I complete processing batches and release them?
• 2.2 Starting the Capture client
• 2.3 Navigating the Capture client
  • 2.3.1 How do I use the batch pane?
  • 2.3.2 How do I use the document pane?
  • 2.3.3 How do I use the metadata pane?
  • 2.3.4 How do I use the batch information pane?
• 2.4 Capture client uses
  • 2.4.1 Scenario 1: Scanning and indexing documents
  • 2.4.2 Scenario 2: Scanning documents only
  • 2.4.3 Scenario 3: Importing document files
  • 2.4.4 Scenario 4: Indexing documents only
  • 2.4.5 Scenario 5: Scanning or importing documents via business application
• 2.5 Setting preferences
  • 2.5.1 How do I resize the window’s panes?

3 Scanning and importing documents

• 3.1 Understanding scanning
  • 3.1.1 How are image and non-image documents handled in Capture?
  • 3.1.2 How does scanning work?
  • 3.1.3 How are documents created during scanning?
  • 3.1.4 How does importing work?
• 3.2 Scanning documents
  • 3.2.1 How do I prepare documents for scanning?
  • 3.2.2 How do I select a scanner to use for Capture scanning?
  • 3.2.3 How do I select scanner settings?
  • 3.2.4 How do I scan documents?
  • 3.2.5 How do I scan or import from a business application?
  • 3.2.6 How do I create documents if prompted when scanning?
  • 3.2.7 How do I scan using separator pages?
  • 3.2.8 How do I set scanning preferences?
• 3.3 Importing documents
  • 3.3.1 How do I specify importing rather than scanning?
  • 3.3.2 How do I select import settings?
  • 3.3.3 How do I import files into a batch?

4 Reviewing and editing documents

• 4.1 Reviewing documents and pages
  • 4.1.1 How do I automatically review and index documents after capturing them?
  • 4.1.2 How do I zoom in and out of the selected page?
  • 4.1.3 How do I resize or reposition the thumbnail display?
  • 4.1.4 How do I print a page?
  • 4.1.5 How do I view a document or an attachment in an associated application?
  • 4.1.6 How do I view file information?
  • 4.1.7 How do I find a document?
• 4.2 Editing documents and pages
  • 4.2.1 How do I increase an image’s quality?
  • 4.2.2 How do I move a page to another document?
  • 4.2.3 How do I duplicate one or more pages of a document?
  • 4.2.4 How do I rotate or flip pages?
• 4.3 Creating and removing documents
  • 4.3.1 How do I split a document, creating a new document?
  • 4.3.2 How do I remove a document separation?
  • 4.3.3 How do I delete a document and its pages?
  • 4.3.4 How do I duplicate a document?
• 4.4 Creating and removing attachments
  • 4.4.1 How do I create a new attachment when appending pages?
  • 4.4.2 How do I split an attachment, creating a new attachment?
  • 4.4.3 How do I delete an attachment and its pages?
• 4.5 Adding, replacing, and deleting pages
  • 4.5.1 How do I insert pages before a selected page?
  • 4.5.2 How do I append pages to a document or attachment?
  • 4.5.3 How do I replace a page?
  • 4.5.4 How do I delete a page?

5 Indexing documents

• 5.1 Understanding document indexing
  • 5.1.1 How does indexing work?
  • 5.1.2 How do database lookups work?
  • 5.1.3 How do metadata fields use input masks?
  • 5.1.4 How do metadata fields use display formatting?
  • 5.1.5 How do choice list metadata fields work?
• 5.2 Indexing documents
  • 5.2.1 How do I index a document?
  • 5.2.2 How do I index by looking up values from a database?

6 Working with batches

• 6.1 Understanding batches
  • 6.1.1 How are batches named?
  • 6.1.2 What happens when I lock or release a batch?
• 6.2 Sorting, filtering, and searching for batches
  • 6.2.1 Which batches are listed in the batch pane?
  • 6.2.2 How do I search for batches or filter the list?
  • 6.2.3 How do I sort the batch list?
  • 6.2.4 How do I limit the batch list?
• 6.3 Editing batches
  • 6.3.1 How do I edit an unlocked batch?
  • 6.3.2 How do I delete a batch?
• 6.4 Changing batch information
  • 6.4.1 How do I set or change a batch’s priority?
  • 6.4.2 How do I set or change a batch’s status?
  • 6.4.3 How do I add, edit, and delete batch notes?
• 6.5 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?