What to create
To prepare the program for document processing, create:- A project
A project is a collection of settings related to a specific business process. It includes image import profiles, Document Definitions, and document batches for processing. - One or several Document Definitions
Creating a Document Definition is the most critical stage in configuring a project. If you plan to process various types of documents in a single flow, you need to create several Document Definitions as part of a single project. - Batch types
The type of a batch determines how FlexiCapture will process it. Batch types include settings that affect how images are recognized and processed, how the program checks the integrity of batches and how it exports data. - Image import profiles
Import profiles streamline the work of Operators. Without them, you select the import source and configure settings every time you add images. Import profiles let you add images with a single click and switch between import sources. - A document batch
Documents submitted for processing are added to batches. The principle of assigning documents to batches is user-defined: you can process all documents in a single batch or form batches from documents added on the same date or from a batch scanned in a single pass. If you add images for which there are no batches, a batch will be created automatically.