Create a Quick Capture solution
The Kofax TotalAgility Quick Capture allows you to create a capture solution without the need for using Transformation Designer or TotalAgility Designer.
-
Click
New on the
Capture solutions page.
The Quick Capture solution designer opens.
-
Configure the
Solution Documents,
Field Extraction and
User Operations tabs to create a
Quick Capture
solution:
- Provide solution details.
- Add document types.
- Extract fields.
- Provide review details.
- Validate field values.
- Verify extractions.
- Rescan a document.
- Download documents.
If you find a red dot on any on the tabs, it indicates the configuration is invalid. -
Save or publish the solution.
To save the solution, click Save.
The solution is saved in the current user's working category with a minor version 0.1.
To publish the solution, click Publish.
The solution is published with a major version 1.0. A major version allows you to use the solution for your business activities. The following items are created and released.
-
A process map is created with the configured activities. By default, an Image processing activity is added to convert PDF files to images for processing and includes a
Scanned>0
precondition (in TotalAgility Designer). At runtime, on creating a job for the solution, the capture process is progressed and the Scanned event is raised automatically when using Scan create new job and Device create new job forms. -
Document types and extraction groups
-
Scan create new job form or Device create new job form.
You can publish your solution immediately after classification without configuring other activities.Any processes created as part of a Quick Capture are made available for reuse within TotalAgility Appsps.
When you publish a Quick Capture solution, the process map generated is added to the Quick Capture and Quick Workflow list within TotalAgility Designer (System > System settings > Apps > Quick Capture).
-
-
To close the solution, click
Close on the
Quick Capture
solution designer.
On confirmation, the solution is closed.