Capture Server Pro - Create a Template for Documents in the Assist Template Queue

When a document goes through a process with the Assist activities without matching a template, it is placed in the Template Queue. Users can then select all of the documents of that type and create a template for them.

Creating a Template

1. Open the Capture Server Home page, usually at http://servername:7210.
2. Click the Assist
3. On the Template Queue page, select the documents that you want to create a template for.
   • To organize the queue by a document property, select a property to filter by in the Organize Queue By
   • To filter the queue, type a value to filter by in the Filter Queue
   • To sort the list, click a column heading to switch between ascending, descending, and no sort order.
   • Hold CTRL and click to select multiple documents.
   • Hold SHIFT and click to select a group of documents.
   • To remove documents from the queue, select one or more documents, click Remove from Queue, and then click Confirm.
4. Click Create Template. The Choose a Template File window will open.
5. On the Choose a Template File window, select the files to associate with the template, and then click Create Template.
   1. Remove any non-matching documents to send them back to the queue.
   2. Select a file to use as the basis for the template.
6. Create a template as described in the Add an Assist Template section of this document.