Lifecycle Definitions in v5.2

Building Lifecycle Applications for v5.0



The Lifecycle Definition UI in the DocuNECT Web replaces the Lifecycle Editor used in previous versions.


Creating a New Lifecycle

When you press the New button, the following page is displayed that create a basic lifecycle. A basic lifecycle can be used for the Client Tools or DocuNECT Web to upload and index documents manually.

newlifecycle.png

Field Description
Name The name of the lifecycle.
Description The description of the lifecycle.
Default Cabinet The default cabinet the lifecycle is associated with.
Allows Cabinets Each document within a batch can be associated to a different cabinet (and therefore different indexing schema). The allows cabinets indicates the other indexing schemas available during the document lifecycle.
Indexing Mode

Either Desktop or Batch:

  • Desktop - The documents are indexed at the point of capture, the client tools (Desktop Capture and Virtual Print Driver), or the DocuNECT Web upload documents option.
  • Batch - Documents are either indexed automatically by lifecycle rules, or an operator using the DocuNECT Web batch indexing interface.
Status After Upload Determines the status assigned as soon as the batch is created.
Initial Version The version to be assigned to the document on upload.
Server Side If the Server Side is selected then the lifecycle will not be available to the client tools (Desktop Capture and Virtual Print Driver), and the DocuNECT Web upload documents option.
Working Folder Some lifecycle operations require a working folder to perform temporary operations. For example, document conversion and/or separation. If this field is not specified then the working folder entered against the station will be used.
Document Owner Assign the owner of the document on upload.

Extending the Lifecycle

You can extend a basic lifecycle to add more complex business rules:

enhancelifecycle.png

Email Notifications Tab

Capture Tab

Process Tab

Distribute Tab

Batch Report Tab