OnBase Capture Process Designer Overview

The OnBase Capture Process Designer provides a streamlined method for improving your batch processing. Similar to OnBase workflow configuration, we construct the Capture Process Designer  on OnBase Studio. By doing this, we can build the desired batch processing steps. Additionally, we can build the path to take advantage of advanced features. Additionally, licensing is unnecessary.

Key features of OnBase Capture Process Designer include multiple import locations and integration with Workflow. Additionally, documents within a batch can be in multiple Status steps simultaneously, which you can learn more about below. You can also assign each status step to a different User Group. Finally, configuration happens within OnBase Studio, so you will get to enjoy some familiarity.

Learn how to create the custom scan queues – including evaluators and status steps – to manage a document or document set within your batch processing. A document set is a subset of batch documents that are split out from their original batches during the various stages of the configured capture process. It also routes them to the same status step. After it routes them to the end of the capture process, it merges them back into their original batches. Leveraging these advanced features and interaction capabilities with workflow will help your processing. For instance, it will improve your batch processing before it reaches the commit process.

We demonstrate the creation of a Capture Process and show a basic batch of documents run through showing the enhanced processing offered in the Capture Process. The Capture Process Designer is imperative for advanced functions such as Optical Character Recognition (OCR) processing. These advanced processes take advantage of the Capture Process designer document set features giving you, the OnBase administrator, the greatest flexibility in managing the ingestion of document batches.

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