Workflow setup

You specify the batch processing order for each of the Batch Types. When a batch is created, its type is specified, and ABBYY FlexiCapture processes the batch according to the settings for that batch type. If you have not created any Batch Types, ABBYY FlexiCapture processes all batches using the <Default Settings> you configure beforehand (Project → Project Properties…, Workflow). You configure the batch processing settings on the Workflow tab of the Batch Type Properties dialog box. (Distributed) ABBYY FlexiCapture cannot transfer a document set to a different processing stage in parts; it moves the set in its entirety. When determining the requirements for transferring the document set to a stage and the routes for transferring the batch out of the stage, it uses statistics gathered for the entire document set.

​

Processing settings

(Standalone) You can specify the following processing settings:

• (Standalone) Skip verification and data verification if percentage of characters that need verification is equal or less than – If the percentage of highlighted characters is lower than the value in the (Standalone) % per document field, ABBYY FlexiCapture skips the (Standalone) Data verification and (Standalone) Verification stages.
• (Standalone) To export documents automatically, select the (Standalone) Enable auto export option on the (Standalone) Export tab of the Document Definition properties dialog box.

​

Set a processing deadline

(Distributed) You can set a deadline by which ABBYY FlexiCapture must process the batch. Click Set Time Limit… and specify when processing must be complete. In the Warn in field, specify when ABBYY FlexiCapture displays a warning that the time allotted for the batch is running out. If you leave this field empty, ABBYY FlexiCapture displays the warning automatically. The specified deadline and the batch status appear in the (Distributed) Expires on and (Distributed) Status columns of the list of batches on the Project Setup Station and the list of queued tasks on the Verification Station.

​

Workflow modes

(Distributed) The following workflow modes are available: (Distributed) Simple, (Distributed) Advanced, (Distributed) Unattended, (Distributed) for Web Capture station, and (Distributed) Advanced for Web Capture station.

​

Simple mode

(Distributed) The (Distributed) Simple mode includes the following stages: Scanning, (Distributed) Rescanning, (Distributed) Recognition, (Distributed) Data verification, (Distributed) Document assembly check, (Distributed) Verification, (Distributed) Batch integrity check, (Distributed) Export confirmation, (Distributed) Exceptions, (Distributed) Export, and (Distributed) Processed. (Distributed) You can specify the following processing options:

• (Distributed) Process entire batches – If you select this option, ABBYY FlexiCapture processes the entire batch and does not forward it until all of its documents are processed. If you clear this option, ABBYY FlexiCapture sends each document to the next stage as soon as the document is processed.
• (Distributed) Skip verification and data verification if percentage of characters that need verification is equal or less than – ABBYY FlexiCapture sends the document for verification only if there are errors or if the number of highlighted characters is higher than the value in the (Distributed) % per document field. If you selected (Distributed) Always for any field in the Field Verification settings, ABBYY FlexiCapture sends the document to verification under any circumstances.
• (Distributed) Use separate stages for – Select the stages to divide out: (Distributed) Rescanning, (Distributed) Data verification, (Distributed) Document assembly check, (Distributed) Verification, (Distributed) Batch integrity check, (Distributed) Export confirmation, and (Distributed) Exceptions.

(Distributed) All stages except (Distributed) Verification are optional. Creating separate verification stages divides the verification stage into substages, each with its own Operator. Each Operator is then responsible for only one job: data verification, document assembly check, and so on. If one Operator handles all of these stages, that Operator does all the tasks in turn: take the document from the Document Assembly Check stage, check the assembly, take the data from the data verification stage and verify it, and so on. You can also use web-stations for all stages except the (Distributed) Rescanning stage. To do this, select a checkmark next to the corresponding stage in the Allow web-stations column. Data Verification runs on the Data Verification or Verification web-station; other stages run on the Verification web-station.

​

Advanced mode

(Distributed) The (Distributed) Advanced mode lets you configure complex workflow schemas. In this mode, you can edit base stages and create custom stages. (Distributed) The (Distributed) Advanced schema consists of the following base stages:

• (Distributed) Exceptions
• (Distributed) Scanning
• (Distributed) Rescanning
• (Distributed) Recognition
• (Distributed) Unattended Processing
• (Distributed) Data verification
• (Distributed) Verification
• (Distributed) Document assembly check
• (Distributed) Batch integrity check
• (Distributed) Export confirmation
• (Distributed) Export
• (Distributed) Processed

(Distributed) Select the stages to include in the workflow schema. All stages except Scanning and (Distributed) Processed are optional. (Distributed) To change the order of stages, use the (Distributed) Move Up and (Distributed) Move Down buttons on the right. For stages that cannot run earlier or later, the corresponding buttons appear greyed out. (Distributed) The (Distributed) Documents Per Task column shows the maximum number of documents a task can contain for each stage. To change the number of documents per task for a stage, click the number and enter a new value. (Distributed) The Base Type column shows the base type for each stage. The base type indicates the type whose base settings you used to create the stage. (Distributed) For each stage, you can view and edit its properties. To open a stage properties dialog box, select a stage and click (Distributed) Edit… on the right. For more information, see Workflow Stage Properties dialog box. (Distributed) Apart from base stages, you can also create custom stages to include in the workflow schema. Custom stages can be based on stage tools and let you create stages of the same base type but with different stage properties. (Distributed) To add a stage, click (Distributed) Stage… on the right. In the window that opens, select a base stage on which to base the new stage and specify the stage properties. ABBYY FlexiCapture adds the new stage to the schema. For more information, see Create processing stages. (Distributed) To delete a custom stage, select it and click (Distributed) Delete on the right. (Distributed) If transfer to the stage is conditional, ABBYY FlexiCapture marks the stage with the icon. If the stage always admits documents, it has the icon. (Distributed) During verification, you can check the classification and document assembly results without verifying the data. To do this, create a (Distributed) Verification stage, click the (Distributed) Field Set tab, and make sure the (Distributed) Selected fields column is empty. If you select at least one field, its data appears on the data form awaiting verification.

​

Unattended mode

(Distributed) In the (Distributed) Unattended mode, ABBYY FlexiCapture processes and exports documents without Operator intervention. If processing errors occur, it can save the unrecognized image in a dedicated folder (specified on the Export tab), and it exports the successfully processed documents automatically. In this mode, it processes batches in their entirety.

​

Mode for Web Capture station

(Distributed) For the Web Capture Station, you can configure the workflow using the (Distributed) for Web Capture station and (Distributed) Advanced for Web Capture station modes. (Distributed) In the (Distributed) for Web Capture station mode, you can specify the condition under which ABBYY FlexiCapture routes documents to verification. If you select the (Distributed) Skip verification and data verification if percentage of characters that need verification is equal or less than option, ABBYY FlexiCapture sends documents for verification only if they contain errors or if the number of highlighted characters is higher than the value in the (Distributed) % per document field.

​

Advanced mode for Web Capture station

(Distributed) The (Distributed) Advanced for Web Capture station mode, like the (Distributed) Advanced mode, lets you configure complex workflow schemas by editing existing stages and adding new ones. Compared with the (Distributed) Advanced mode, the (Distributed) Advanced for Web Capture station mode has the following restrictions:

• (Distributed) The set of predefined stages cannot be modified.
• (Distributed) A custom stage can be based on the (Distributed) Automatic stage only.
• (Distributed) In stage properties, only the stage name, exit routes, and entry conditions can be edited.