Automation Tab

For an overall description of how our Automated Services work please see our Overview of Automation Services and Load Balancing article.

Automation Status

This list shows the Location (computer name) and Status of each PC that has enabled the Auto Import service. NOTE: Error messages can be found by clicking on the Details button on the bottom right of the screen. 

Processing File Sets shows the number of file sets currently being processed.

Queued File Sets shows the number of file sets which are queued up awaiting processing. These are managed by the Capture Server which passes these file sets to available PCs.

Suspended File Sets shows the number of file sets that are suspended due to manual processing steps.

Use the Restart Button to clear automation's current, internal lists of active and suspended queued directories, and to restart the process that detects queued directories in all monitored locations. NOTE: the Restart button is only active on the Capture Server. 

Auto Import Advanced Settings

Impersonation allows the Auto Import process to access local and network resources using an alternative set of credentials. Otherwise the Auto Import process will use the credentials specified in the Platform Services - Service\Properties\Logon tab.

NOTE: Setting Impersonation may have unexpected results and should only be set by a qualified IT Professional.




Local Service

This feature allows the user to enable the automated processing of documents based on monitored directories. These directories can be set for individual document types during Capture Profile Configuration.

To enable Auto Import check the box(es) that best apply:

  • Enable the automation service (action applied immediately)
    • Suspend the automation service when the Capture application is open
    • Enabled detailed logging for the local machine

Automated Import

Enable automated import on the local machine.

Workflow Auto Processing

This feature allows the user to automatically process workflow steps for existing, checked-in batches in the central Batch Manager. 

Enable workflow processing on the local machine

Checking this box enables workflow processing.

Processing Mode
  • Process individual workflow steps - This option searches for shared batches that are ready to perform one of the selected workflow steps below. The search ignores exception batches, suspended batches, and batches derived from Capture Profiles with the "Attempt to auto-process the Batch through the workflow" option enabled. Choose the steps to process from the list of available workflow steps and add the to the selected workflow list. The order of the selected steps determines precedence.

  • Auto process all steps beginning with the next available step - This option searches shared batches derived from Capture Profiles with the "Attempt to auto-process the Batch through the workflow" option enabled. The search includes exceptions batches but ignores suspended batches. The processor will attempt to restart normal Batch auto processing beginning with the next workflow step.

Workflow Steps to Process

Users can choose which steps batches should automate through.

Capture Profile Filtering

On this tab the user can choose to process all document types or specific document types. However, document types cannot be processed if the automated workflow option was not configured in the Workflow Configuration.

Select ALL document typesSelect specific document types

Workflow Auto Process Monitor

On this tab is a list of batches that have been bypassed due to processing errors or workflow step. The user has the options to:

  • Refresh List
  • Remove Selected Batches 

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