Dan Boyher
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Capture Server Pro - Assist General Information
The Assist app is a tool for creating templates that the Classify Your Documents activity can use to identify common forms and extract information from them. In the app, you can upload a base file ...
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Capture Server Pro - Install Assist
Assist is a content pack that can be installed through the Farm Administration app. It includes the following pack files: Assist.Plugin.ID_1.9.0.0.klpack Assist.Plugin.OCR_1.9.0.0.klpack KL.Apps.A...
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Capture Server Pro - Install and Configure Azure VM Prerequisites
Capture Server requires additional configuration when installed in an Azure VM. If all of the servers in your farm are located on-premises, skip these instructions and reference the On-Premises Pre...
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Capture Server Pro - Install and Configure Prerequisites on your Server
Before installing Capture Server Professional, you will need to ensure a few things are done. This includes configuring the following: Required Roles and Features Application Server Web Server (I...
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Capture Server Pro - Modify Your Metadata Recipes
In Capture Server Pro 1.10 and Cloud Capture, the activity Modify Your Metadata has been added to the process designer. This allows users the manipulate the metadata of a document or batch utilizin...
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Capture Server Pro - Modify Your Metadata - Populate Batch ID or Batch Name into Document Metadata
Description In many instances, we've seen users need to separate a single piece of metadata into multiple fields. This can be first and last name, an invoice number from a prefix or suffix, or vari...
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Capture Server Pro - Modify Your Metadata - Copy Value into Subsequent Documents
Description If you have a value that might be populated by a cover sheet and apply to all documents in a batch, we have an example activity that will get you up and running. NOTE: Modify your Metad...
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Capture Server Pro - Modify Your Metadata - Basic Approval Automation
Description KnowledgeLake deals with a lot of transactional content, and in turn, alot of transaction related activities such as approvals. Below is an example of a very simple approval automation ...
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Capture Server Pro - Modify Your Metadata - Set Value to Today's Date
Description If you want to set a value to Today's date, which is something available within SharePoint as an option, but not all other repositories, you can reference the example script below. NOTE...
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Capture Server Pro - Modify Your Metadata - Combine Two Metadata Values into One
Description Sometimes metadata is entered through CSV, XML, or by other methods that might have values you want to be in one field separated out into multiple fields. NOTE: Modify your Metadata is ...