PSIcapture 6.0


The latest version of PSIcapture is now available for public release. If any issues arise during your upgrade, please contact support. To help us make PSIcapture the best product possible, report any issues you find to your sales or support representative, or through our support portal at

Installation Procedure

Versions 4.6 and BELOW: Please upgrade to BEFORE installing 6.0.

Versions 5.0.0.x to 5.4.2.x: Uninstall current version, reinstall using Installation Package. Please contact your support or sales representative for assistance.

Release Notes

New Features

  • A Help button that links to the applicable wiki article has been added to the Script Editor.
  • All Page Viewers can now be zoomed in and out by CTRL+Mousewheel for added convenience.
  • An area of the status bar now displays current workflow step and total workflow steps before batch completion.
  • Configuration windows, such as Zone Configuration, now feature the upgraded ribbon menu where applicable.
  • Created a license module for using only the Capture module and non-processing modules (Configuration, Batch Manager, Reporting).
  • Each individual user can now select a theme, script console preferences, and custom navigator options for the module buttons within the side panel.
  • Pressing the F1 key while in a module will now open a link to the applicable wiki article.
  • The Capture Profile list now features filters for easy searching through large amounts of profiles.
  • The Capture/Import Module's file browser can now be scrolled using the mouse wheel.
  • The Index Module can now configure the location of Index Field labels to appear above each field, or to the side of the field as in previous versions.
  • The Quick Access Toolbar has been added to the Ribbon Menu and implemented at the user level for quick shortcuts to frequently used commands.
  • The expanded and collapsed state of the ribbon is saved on a per-user basis for each module.
  • The product has been customized with a light and dark theme which can be saved on a per-user basis.
  • Viewer toolbar icons have been integrated into the Viewer Panel itself.

Feature Enhancements

  • Added double click responsiveness in "Values to Separate on" lists when configuring separation options.
  • All product documentation has been consolidated to the online product wiki.
  • An "Apply" button has been added to Capture Profile Configuration enabling users to save their changes without closing the window.
  • Batch Validation now uses an animated progress meter to indicate level of completion.
  • Different sizes of icon sets can now be used between each theme.
  • Image Processing preview windows now have zooming and scroll bar locking controls.
  • Index Field tooltips have been standardized and made easier to read.
  • Index fields of type "Memo" can now be configured for height in order to display more lines of text.
  • Next Page / Document controls have been added to the Page Information window.
  • Progress indicators in the UI are now animated to more accurately reflect completeness and rate of processing.
  • QA Auto Processing commands have been renamed by the group of batch organization elements they affect: Document, Flag, Folder, Page, and Redaction.
  • Ribbons have replaced menu bars and toolbars throughout the product.
  • The "Imported File Disposition" menu has been renamed to "Post Import Action" for clarity.
  • The Configuration and Security buttons have been removed from the navigator panel and added to the Settings tab of the ribbon menu.
  • The Help button how opens the product wiki.
  • The QA module can now be configured to display grid data in a monospace font.
  • The Zone Definition Profile list now features filters for easy searching through large amounts of profiles.
  • The default look and feel for the product is now set to the "dark" theme.
  • The editing of allowed roles for existing batches is now restricted due to batch processing conflicts.
  • The editing of index field types for existing batches is now restricted due to batch processing conflicts.
  • The entire UI of the product has been updated with a fresh new look. Settings windows are more comfortably grouped, and have been divided into sections instead of tabs, icons have been enhanced, and the layout is more intuitive.
  • The look and feel of all icons has been updated throughout the product to create a more cohesive UI experience. Some icons feature colorful effects and animations that indicate when the product is processing.
  • The module buttons in the Navigator panel have had visual upgrades, and can also be configured for icon size, and both text caption visibility and location.
  • The visibility of the scripting console is now a per-user setting.
  • Users can be viewed as a "card" set or in a grid view in the Security module.
  • Users configuring Smart Zones will be warned of licensing deficiency if Advanced Data Extraction is not licensed.
  • Various grids now feature a filter row instead of a simple filter button, provided enhanced searching functionality.
  • Warnings and dialogs that used "Please wait" in the past now use an animated icon for better indication of progress.

Bug Fixes

  • A warning will now be generated when importing a file that has zero pages.
  • Adjusted method used by SharePoint migration to post data to managed metadata columns, bypassing a logged warning that could often appear
  • Fixed an error encountered when using "Combine with Previous Document" in Accelerated Classification.
  • Fixed an instance where the Cabinet Migration would not follow the "Attach to Existing Document Key" setting.
  • Fixed an issue that prevented more than one Xero database lookup from being processed in a single workflow step.
  • Fixed an unhandled exception that occurred when saving an edited OMR zone in Zone Configuration.
  • The "Test Rule" button in Accelerated Classification will now apply to the page currently showing in the viewer instead of always the first page only.
  • The PSIfusion Migration now properly uses all Pre-Processing options.
  • While using the scripting editor, typing a period character within a string will no longer erroneously trigger Intellisense.

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