Capture Profile Configuration

Capture Profile Configuration is the most important part of configuring PSIcapture.

Correct setup of capture profiles is essential to a successful capture solution. A poorly defined capture profile can add unnecessary work that slows the process. The good news is that configuring and fine tuning capture profiles is easy. A common approach is to kick off projects by creating ‘working’ capture profile configurations for testing with sample documents, folders, boxes, fiche, film, etc. Capture profiles needing minor or major changes can be edited or easily copied to create similar types, and modified as projects move from pilot phase to full production.

Configured Capture Profiles

To configure Capture Profiles, select the Capture Profiles tab in the Configuration settings:

The buttons to the right of the list allow the user to Add, Edit, Copy, Delete, Update processing instructions on existing batches, Export/Import Capture Profiles as an XML file, for re-use on other PSIcapture Systems, export for PSIfusion, and Toggle Grouping of capture profiles.

Copy, Delete, Update, Import, Export, Fusion Export and Toggle Grouping are covered in the Capture Profiles tab section.

Add

To add a new Capture Profile, press the ‘Add’ button. The Capture Profile Configuration wizard will open and walkthrough the process of creating a new Capture Profile.

New Capture Profile Options

The user can choose between three options as described below

Create a blank Capture Profile

The user may select “Create a blank Capture Profile” which will then take them to Capture Profile - General.

Create a Classification Capture Profile

This allows the user to choose classification-based separation for documents by the following two options:

  • Use Form-Based Document Separation
  • User Standard user defined Document Separation 

Create from a pre-defined template

When a template is selected, the user will be asked to put in the credentials for connecting to the migration selected. Once these credentials are entered the program will attempt to configure all index field definitions including name, type, size, and if it is required, any lists of items which may be allowable for each field, and depending on which one is selected workflow and security related items are also obtained from the selected system.

Edit

Highlighting an existing Capture Profile and selecting edit takes the user to Capture Profile - General.

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