Assist includes activities that use document templates to recognize common forms and extract index values from them. When a document goes through the Classify Your Documents activity, it compares documents to the templates that are configured in the Templates app.
If a document does not match a template, the Send to Assist Queue adds a copy of the document to the Template Queue in the Assist app. Users can then open the Assist app, select a document, and generate a template for it.
- Go to the Capture Server Home page.
- On the Homepage, click Designer.
- On the Designer page, create a new process or edit an existing process.
- On the Process Designer page, add the Classify Your Documents activity to the process.
- In any part of the process that precedes the Index Your Documentactivity, click an arrow between activities to add a space to place an activity.
- Drag the Classify Your Documents activity from the Toolbox panel to the + icon on the design canvas.
- Configure the Classify Your Documents
- Double-click the Classify Your Documents activity on the design canvas. The Classify Your Documents wizard will open.
- On the Classify Your Documents wizard’s Welcome page, click Next Page.
- On the Assign Template Tags page, choose the tags associated with the templates that you want the activity to process, and then click Next Page.
- On the Performance Options page, choose whether you want to Use All Pages in a document for classification or Use Specific Pages at the beginning of the document.
- Choose how much information you want to log.
- Click Save Settings.
- Add the Send to Assist Queue activity to the process.
- In any part of the process that precedes the Index Your Document activity, click an arrow between activities to add a space to place an activity.
- Drag the Send to Assist Queue activity from the Toolbox panel to the + icon on the design canvas.
- When you have finished making changes to the process, click Save.
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