Lifecycle Definitions in v4.7

Installing and Configuring DocuNECT v4.7

The Lifecycle Definitions tab stores the capture lifecycles configure to manage the capture, indexing and distribution process. Server-side processes created using the Capture Lifecycle Editor are also stored here and can be distinguished from the desktop capture lifecycles as the Server-Side flag will be set to Yes.

The web can be used to create desktop capture lifecycles only.

  • Name - The name of the desktop capture lifecycle. This is what the user will select when they are using the desktop capture applications so the name needs to be a intuitive as possible.
  • Description - A description of the capture lifecycle process.
  • Default Cabinet - The cabinet name the capture lifecycle is associated with.
  • Allows Cabinets - DocuNECT v4.6 onwards supports moving documents between cabinets during indexing and document management.
  • Indexing Mode - There are three different types of indexing modes. AUTO does not prompt the user for indexing values and sends the file directly to the DocuNECT server after capture and assumes that a server-side process will extract the information. Again the BATCH indexing mode does not prompt the user with indexing values, but will create a batch ready the document to be indexed using the web batch indexing module after capture. DESKTOP prompts the user the enter the indexing values within the desktop application.
  • Status After Upload - The status of the batch to be assigned after the desktop capture process is complete.
  • Initial Version Number - The document version can either start at 1.0 or 0.1. Alternatively the version number can be set to User-Defined and entered when add a document to the system.
  • Separate Documents - Indicates whether the documents should be separated when they are uploaded.
  • Leave Separator Sheet with Document - If document separation is specified then this option allows the separator sheet identified to be deleted, or left with the document.
  • Document is Text Searchable - If selected then the text will be extracted from the document and exposed to the full-text search.
  • Document Requires Rendition - If selected then the document is rendered to a Adobe PDF format.
  • Business Rules - This field contains the XML business rules that are generated by the Capture Lifecycle Editor for server-side lifecycles.
  • Server Side - A flag indicate whether the lifecycle definition is server-side. Select No for desktop lifecycle definitions.
  • Document Owner - This allows the document owner to be set on creating the document.

Batch Reports

For each lifecycle a batch report can be configured to override the default batch report.