Design a capture process

  1. Create extraction groups and classification groups.
  2. Create document forms for the document types in your extraction groups.
  3. Create a folder if using a folder variable for the process.
  4. Use Process Designer to create a process with capture activities.
  5. Use the Folder or Document variable.
  6. Add the classification group.
  7. If you are starting the process using scan, create a Scan Create New Job form. See Configure the capture properties of a process.