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To create a custom processing stage, you need to switch to Advanced mode when setting up a workflow. Then click the Stage… button on the right. A Create Processing Stage dialog box will open displaying a list of basis and previously created custom stages. You can use an existing stage as the basis for creating a new one. When you select a stage in the list, its properties are displayed at the bottom of the dialog box, under the caption Selected Settings. There are three types of stage available to you in Advanced mode:
  1. Automatic – Tasks of this type are executed on a Processing Station without operator intervention.
    The Automatic stage includes the following substages:
    • Scanning
    • Recognition
    • Unattended processing
    • Export
  2. Interactive – Tasks of this type are processed by operators working on a Verification Station, Data Verification Station or Scanning Station.
    The Interactive stage includes the following substages:
    • Data verification
    • Document assembly check
    • Verification
    • Batch integrity check
    • Export confirmation
  3. User Type – Tasks of this type are taken, executed, and sent to the next stage by external clients via the Web Service API.
    Note: To add a processing script to the workflow schema, select the Automatic stage. Then select a basic stage that you want to use to create a new stage and click OK. A Workflow Stage Properties dialog box will open, where you will see the following tabs:
    • General
    • Field Set (for the Data verification and Verification stages only)
    • Script (for the Automatic stage only)
    • Exit Routes (for all stages except Exceptions, Rescanning and Processed)
    • Entry Conditions (for all stages except Exceptions and Processed)
When a task is completed at one stage, the system need to select the appropriate next stage for the task. To do this, the system computes input conditions for subsequent stages. The options available on each tab depend on which stage is selected. For a detailed description of stage properties, see Editing stage properties.
During verification, you can check the classification and document assembly results without having to verify the data. To do this, create a Verification stage, click the Field Set tab, and make sure that the Selected fields column is empty. Note, however, that if at least one field is selected, its data will be displayed on the data form awaiting verification.