Workflow setup

You specify the batch processing order for each of the Batch Types. When you create a batch, you specify its type, 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 tab). You configure the batch processing settings on the Workflow tab of the Batch Type Properties dialog box.

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Processing settings in a standalone installation

You can specify the following processing options:

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Set a processing deadline in a distributed installation

You can set a deadline by which ABBYY FlexiCapture must process the batch. The deadline appears in the Expires on column, and the batch status appears in the Status column. Both columns appear in the list of batches on the Project Setup Station and the list of queued tasks on the Verification Station.

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Workflow modes in a distributed installation

The following workflow modes are available: Simple, Advanced, Unattended, for Web Capture station, and Advanced for Web Capture station. ABBYY FlexiCapture cannot transfer a document set to a different processing stage in parts. It moves the set in its entirety. To check a stage’s entry conditions and exit routes, it uses statistics gathered for the entire document set.

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Simple mode

The Simple mode includes the following stages:

• Scanning
• Rescanning
• Recognition
• Data verification
• Document assembly check
• Verification
• Batch integrity check
• Export confirmation
• Exceptions
• Export
• Processed

You can specify the following processing options: All stages except 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, such as data verification or document assembly check. If one Operator handles all of these stages, that Operator does all the tasks in turn. For example, the Operator takes a document from the Document assembly check stage and checks the assembly. Then the Operator takes the data from the Data verification stage and verifies it. You can also use web stations for all stages except the Rescanning stage. To do this, select the checkbox next to the stage in the Allow web-stations column. The Data verification stage runs on the web Data Verification Station or the Web Verification Station. All other stages run on the Web Verification Station.

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Advanced mode

The Advanced mode lets you configure complex workflow schemas. In this mode, you can edit base stages and create custom stages. For instructions, see Customize an Advanced workflow schema. In the Advanced mode, the workflow schema consists of the following base stages:

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

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. 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.

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Unattended mode

In the 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, which you specify on the Export tab. It exports the successfully processed documents automatically. In this mode, it processes batches in their entirety.

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For Web Capture station mode

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

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Advanced for Web Capture station mode

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

• You cannot modify the set of predefined stages.
• You can base a custom stage on the Automatic stage only.
• In stage properties, you can edit only the stage name, exit routes, and entry conditions.

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Customize an Advanced workflow schema

In the Advanced mode, you choose the stages in the workflow schema, set how they run, and add custom stages.

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Select and order stages

Select the stages to include in the workflow schema. All stages except Scanning and Processed are optional. To change the order of stages, use the Move Up and Move Down buttons on the right. For stages that cannot run earlier or later, the corresponding buttons are unavailable.

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Change the number of documents per task

The 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. You cannot change this number for the Batch integrity check and Processed stages. In these stages, ABBYY FlexiCapture processes batches in their entirety and does not divide them into tasks.

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Edit stage properties

To view or edit the properties of a stage, select the stage and click Edit… on the right. The stage properties dialog box opens. For more information, see Workflow Stage Properties dialog box.

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Add or delete a custom stage

Custom stages let you create stages of the same base type but with different stage properties. Custom stages can be based on stage tools. To add a custom stage: For more information, see Create processing stages. To delete a custom stage, select the custom stage and click Delete on the right.

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Check classification and assembly without verifying data

To check the classification and document assembly results during verification without verifying the data: If you select at least one field, its data appears on the data form awaiting verification.