Configure the general properties of a document type

  1. On the Home page, click Data > Extraction Group.
  2. Select the RootDocumentType and click Document Type Add Document.

    A document type appears.

  3. Enter a Name for the document type.
  4. By default, the associated unique identifier for the document type is displayed in the ID field.
    You can use this ID, for example, to call the CaptureDocumentService.UpdateDocumentType and other methods.
  5. To change the parent of the document type, select the document type from the Parent list.

    If you change the parent of a document type, the document type appears under the selected parent document type.

  6. To dynamically create a display name for a document type, do the following:
    1. In the Name Template box Properties list, select Document Type .

      Placeholders for the document type name appear in the Name Template field. The Fields list is empty unless there are fields defined for the current document type or the root document type.

      Note You can define the display name using a combination of fields and properties that appear above the Name Template field in addition to static text.
    2. Select the field, if needed.

      Placeholders for the selected fields appear in the Name Template field.

      Note the following:

      • A Name Template does not support variables of type Table, Choice, or Boolean.

      • Document Type supports inherited fields and displays all fields including inherited fields.

      • At runtime, TotalAgility replaces the document name with the name of the document type and replaces the fields with the field values.

  7. Enter an optional Description for the document type.
  8. To make the document type available for manual classification, click Yes for Available For Manual Classification.

    When you associate an extraction group with a classification group, only the document types that are available for manual classification are available in the list where you can manually classify documents. Otherwise, the document type is excluded from the list and you cannot assign it as the classification result.

  9. Specify a delimiter to separate table fields into a single index field so that exported data is compatible with the back-end system. In the Table Field Export Delimiter box, enter the delimiter.(Default: Semicolon ";")

    Note the following:

    • You can define a maximum of two printable, standard ASCII characters.

    • You cannot use the following characters as delimiters: space, tab, new line, carriage returns and escape.

    • When exporting a three value field using the text export connector and delimiter ";", the three value field appears as "a;b;c".

  10. To associate an image with the document type, consume an existing image in the Template Image box.

    At runtime, you can select this image while performing an overlay. See Page rendition.

  11. Click Save. The configured setting are saved.
  12. Click Release Save and Release.
    Note You can only use the released version of a document type in a process.