Configure a Web Capture control

Configure the Web Capture control to:

  • Selectively hide specific buttons at design time and only display the selected ones at runtime.

  • Customize the icons used to match the look and feel of your site. The icons reflect the image provided at the design time.

  • Prevent users from editing (moving, resizing, deleting and changing text).

When you add a Web Capture control, the Web Capture control toolbar appears at runtime. Refer to the following table for the buttons available on the Web Capture control toolbar.

Button/Label Name Icon Description

File Upload

Import

Use this button to upload a file at runtime.

Note
  • When you enter a static document ID, the system creates a new document and disables the Enable Scanning and Import options at runtime.
  • TotalAgility supports all image types and PDFs but does not support annotations in PDFs.

Add Page from File

Adds pages by importing file from your local computer.

Save

save

Use this button to do the following:

  • Save created annotations.

  • Apply created redactions and burn them to image if you have the required permissions.

Note You must click the Save button after scanning or importing pages, or after performing some batch-edit, such as moving and deleting pages to save the document and folder. To avoid using the Save button and allow everything to be auto-saved, you can assign the WebCapture Save action to particular WebCapture control event, such as DocumentChanged or IngestionCompleted, in Form Designer.

Select Scanner

Displays a list of scanners to choose from.

Scan

Scans pages using the selected scanner.

Add Page from Scanner

Adds pages to the existing scanned pages.

Previous Page

Use this button to go to a previous page.

Next Page

Use this button to go to the next page.

Delete Page

Use this button to delete pages that have been incorrectly scanned. Clicking this button displays a confirmation message, "Are you sure you want to delete page x of y". (x is the current page and y is the total pages). Once confirmed, the selected page is deleted. The index of the pages updates accordingly.

Move Page Up

Use this button to move the current page up. If you try to move the first page up, a warning message appears.

Move Page Down

Use this button to move the current page down. If you try to move the last page down, a warning message appears.

Note Moving the page up or down, updates the page index accordingly. For example, in a 6-page document, if page 3 is the current page and you move this page up, the current page moves to page 2. The index for this page displays page 2 of 6.

Zoom In

Use this button to magnify the view.

Zoom Out

Use this button to constrict the view.

Full Size

Use this button to view the image at its original size.

Best Fit

Use this button to fit the entire image to the viewer.

Fit To Width

Use this button to fit the image to the width of the viewer.

Draw Highlight

Use this button to highlight the text.

Draw Line

Use this button to draw a line.

Draw Freehand

Use this button to create freehand annotation.

Draw Rectangle

Use this button to create rectangle annotation.

Draw Text

Use this button to create text annotation.

Undock

Use this button to undock the document viewer from the main form and display in a separate browser window so that it can be viewed on a second monitor. Undocking document viewer helps in viewing the image or document on one screen while completing out the form on the other screen. For example, you can view the image of invoice on one screen while completing the other details in the form on the second screen.

Note
  • The inner size of the undocked image viewer in the new browser window matches the size of the original Web Capture control.

  • The Undock button is hidden in an undocked document viewer.

  • When the undocked image window is closed, the image reappears on the main form as docked (original form).

  • By default, the Undock button is hidden for upgraded forms. You can set the button in the Designer to display at runtime.

Help

Use this button to navigate to help.

Draw Mask

Use this button to draw the area to mask on the image.

Permanent Redaction

Use this button to permanently alter the image, so that you are able to remove sensitive information that should not reside in your database.

  1. Consume a Folder Type.

    This folder type is used when creating a new folder. If you do not specify the folder type, the Web control uses the default folder type.

  2. Consume a global variable, form variable or a form field to store the returned folder ID or enter a static value in the Folder ID box.
    Note
    • If the document ID field is mapped to a variable, control or to inline with a value, the folder ID value is not used.

    • If the folder ID is mapped to a variable, control or to inline with a value, a new document is created in that folder and the document ID variable or control is set to its ID.

    • If the folder ID is mapped to a variable or control without a value, a new folder and new document are created and both variables or controls are set to their respective IDs.

    • You can consume the Folder ID property of the control in an event.

  3. Consume a Document Type.

    This document type is used when creating a new document. If you do not specify the document type, the Web control uses the default document type.

  4. Consume a global variable, form variable or a form field to store the returned Document ID or enter a static value.

    If you enter a static document ID, the system creates a new document.

  5. Consume a Scan/VRS Profile to scan the document. If you leave this property empty, the control uses the default Scan/VRS profile.
  6. Select either PNG or JPG for Display Image Format.
  7. To allow rendering the electronic documents so that they can be viewed in TotalAgility forms, click Yes for Enable eDoc Rendering. (Default: No)
    Note eDocs refer to Microsoft office and PDF documents.
  8. Click Save.

Configure buttons of a Web Capture Control toolbar

By default, all the buttons of the Web Capture control toolbar appear on the Web Capture control toolbar. You can restrict a button from displaying at runtime, change the image of a toolbar button, and allow editing of annotations.

  1. To restrict a button from displaying at runtime, select the button from the table and click No for Show Button. For example, to restrict the File Upload button from displaying at runtime, select File Upload from the table and click No for Show Button.
  2. By default, a button has a specific image. To display a different image for the button:
    1. Select the button.
    2. Click Custom for Theme.
    3. Select either option for Load Image from Store:
      1. No: Enter an image name or URL in the Image box.(Default: No)

        Note For on-premise TotalAgility, the image needs to reside in <Installation location>\Kofax\TotalAgility\Agility.Server.Web\Forms\Images.

      2. Yes: Consume an existing image or enter the image name (for example, Add.png) in the Image box.

        Note the following:

        • The name must match the name in the database for the image to display at runtime.
        • TotalAgilitysupports all image types.

  3. To allow adding and editing the following annotations, click No for Show Button and ensure Yes is selected for Allow Edit.
    • Highlight

    • Line

    • Freehand

    • Rectangle

    • Text

    • Mask

  4. Click Save.

Display page counter outside of the Web Capture Control toolbar

You can display the page counter outside of Web Capture control toolbar, anywhere on the form, using the WebCaptureControl.PageCounter property of the Web Capture control.

  1. In the Form Designer, add a label to a form.
  2. Display the value of WebCaptureControl.PageCounter in this label.
  3. Add the PageIndexChanged event to notify the system that page counter label should be updated whenever the page index changes.
  4. Use an action, such as Same page, bound to the PageIndexChanged event to update the text of the label with the new page counter value.