Document Type Configuration

Document Type Configuration is the most important part of configuring PSI:Capture.

Correct setup of Document Types is essential to a successful capture solution. A poorly defined Document Type can add unnecessary work that slows the process. The good news is that configuring and fine tuning document types is easy. A common approach is to kick off projects by creating ‘working’ document type configurations for testing with sample documents, folders, boxes, fiche, film, etc. Document types 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 Document Types

To configure Document Types, select the Document Types tab from the Configuration Module:

The buttons to the right of the list allow the user to Add a new Document Type, Edit an existing Document Type, Copy an existing Document Type, Delete an existing Document Type, Update processing instructions on existing batches, and Export/Import Document Types as an XML file, for re-use on other PSI:Capture Systems.

Copy, Delete, Update, Import, Export, and Toggle Grouping are covered in the System Configuration under the Document Types Tab.

Add

To add a new Document Type, press the ‘Add’ button. The Document Type Configuration wizard will open and walk user through the process of creating a new Document Type.

New Document Type Options

The user can choose between three options as described below

Start with blank Document Type

The user may select “Start with blank Document Type” which will then take them to General Information (Part 1).

Add Classification Document Type

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

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

Add Document Type from Template

Select “Add Document Type from Template” which will ask for credentials to the selected type. 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 Document Type and selecting edit takes the user to Document Type Configuration/General Information (Part 1).

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