General Information (Part 2)

Step two of the wizard asks for additional general information about the Document Type.

Expected Count Validation

These settings validate batch document size and structure, which can enforce consistency on an entire project.

No Validation (default)

Validate Batch Totals

Expected Batch Totals

The user can select Total Folders, Total Documents and Total Pages expected to be equal to, greater than, or less than certain number. If for example total pages are set to equal 250 and the user tries to close the batch in the Capture Module after capturing 245 pages; the user will be warned that the system expected 250 but only captured 245. At this point the user may proceed to the next module (close batch), suspend the batch or capture 5 more pages.

Expected Batch Totals by Level

In the example above the user is requiring that each batch of this Document Type have less than 5 Folders per Batch each having exactly 10 Documents per Folder each containing no more than 50 Pages per Document.

 

Exceptions Processing Options

Allow Rejection of:

Select the level in which the user would like to allow manual exception processing to occur using the reject button in certain modules. Conversely the user can choose to force batch integrity by un- checking all of these. 



 

Notifications Configure

Exceptions Notifications: (doc type name)

Available Notifications

  • Batch Rejected - Notification is sent when any batch is rejected from a workflow step.
  • Exception Batch Created - Notification is sent when an exception batch is created. 
  • Document Rejected - Notification is sent when a document is rejected from a batch.
  • Document Rejected (with attachment) - Notification is sent when a document is rejected from a batch and the rejected document is attached to the email.

Imported Image Options

Imported File Disposition

Determines what PSI:Capture does to the source image file/folder after import or auto import, such as archive, delete, or do nothing (default).

Store Imported Image as Alternate Page File

Stores the original image from the import source file(s) seperately before any modifications had been preformed. This Alternate Page will be viewable via “Page Information” in Capture, Quality Assurance, and Index modules.

Archive Directory

When disposition is set to archive, key in a valid path or Browse the local or network file system to select the location for the archive.

Archive Subfolder Option

The drop down list provides the following options:

  • No Subfolders – all archived files will be put directly in the selected 
  • Archive Directory Batch Name – archived files will be put in a subfolder within the Archive Directory labeled the batch name they were imported into.
  • Import Date – archived files will be put in a subfolder within the Archive Directory named with the date on which they were imported. 
  • Import Date/Batch Name – archived files will be put in a subfolder within the Archive Directory named with the date on which they were imported and then in a child subdirectory labeled the batch name they were imported into.

Batch Deadline Options