Ademero

Document Management Software

            CapturePoint Instructions


            These instructions apply to CapturePoint v5.0.65 and above.

            CapturePoint Setup

            CapturePoint Installation


            Download CapturePoint software from the download link.

            Please contact support@ademero.com to inquire about CapturePoint Download Link.

            CapturePoint Registration and Activation


            After installation, you will be asked if you would like to create an account to link to CapturePoint. To create an account, click on ‘Yes’ when asked, “Would you like to create or link one now?”

            Create a NEW account by entering your information. Optionally, link an existing account.

            After creating an account, an ACTIVATION code will be sent to the email address that was provided when creating the account.

            When prompted, please select to activate the machine.

            When prompted, enter the activation token from the email message, to apply images.

            CapturePoint Job


            Click on ‘JOB SETTINGS’ button to view the Active Job menu bar.

            In the Active Job menu bar, ‘Default Job’ is the initial job that can be renamed by clicking on ‘Rename’ button. Click on ‘Add New’ to add or configure a new Job to associate to your account and CapturePoint Installation.

            CapturePoint Connection to Content Central


            Click on ‘JOB SETTINGS’ button to view the Active Job menu bar.

            In the Active Job menu bar, select the Active Job to connect to Content Central. Click ‘Settings’ button.

            In the Job Settings Window, click to check ‘This is a Content Central Job.’




            Add Content Central Connection -

            Click ‘Manage’.

            Click ‘ADD NEW’. Enter a new Connection Name.

            Click ‘Apply’.

            In the Content Central Connections window, enter:
            • Content Central URL
            • (Optional) Domain
            • Username
            • Password
            The Content Central Username used in the Content Central Connection must have 'ADD' permissions in Content Central.

            Optionally, click ‘Test Credentials’. It should prompt ‘Credentials passed’ after a successful connection.

            Click ‘Close’.



            Sync the Active Job to Content Central Connection –

            In the Job Settings Window, specify the ‘Content Central Connection’ to use from the drop down menu. Click ‘Sync’.

            When ‘Sync’ is successful, Classification Levels and Items, and Fields Configuration will automatically generate in CapturePoint based on the configured Catalogs, Document Types and Field in Content Central.


            The Catalog and Documents that will be synced to CapturePoint are based on the Catalogs and Document Types that the Content Central User have an 'ADD' Permission on.




            Optionally, set the CapturePoint Job Settings that work for you.
            • Hide Blank Pages - When CHECKED, all pages that are considered blank will not show in the page preview area.
            • Automatically Rotate Pages - When CHECKED, all pages will be rotated accordingly to the correct orientation.
            • Allow exports when empty fields exist - When CHECKED, document with empty field values can be exported.
            • Allow exports when field alert exists - When CHECKED, documents in the Exception List, or those with field values with confidence score under the threshold, can be exported.
            • Create Document Boundary for First Page of Capture File - When CHECKED, a boundary will be set on first pages of document file upon capture.
            • Only Run Classify Rules on First Page - When CHECKED, only first pages of document file will have boundary, and will be processed using Document Layouts for classification. When UNCHECKED, all pages of the document file will be process using the Document Layouts for classification.

            Capture Point Admin

            Click ‘Menu’  icon  found at the top left portion of CapturePoint window, to show the Menu Panel.


            Configuration Items/Information found in the Menu Panel:

            • Capture New
            • Classify or Classifications & Boundaries
            • Classification Configuration
            • Classification Automation (Classify Briefcase Icon)
            • Index or Index Fields
            • Index-Field Configuration
            • Index-Field Automation (Index Briefcase Icon)
            • Export
            • Classify Rules, Document Layout or ‘Begin Training Session’
            • Activate Service Mode
            • Account Manager (Machine ID)
            • Service Manager
            • Storage Locations
            • Database Manager

            CapturePoint Instructions (Capture/Classify/Index/Export)

            Capture New


            Documents are captured or imported to CapturePoint from the ‘Capture New’ Panel. Click ‘Menu’ and ‘Capture New’ to show Capture New Panel.

            Under ‘Device’, select the Device to use.
            • ‘Network-File Device’ allows you to upload scanned documents already in your local computer.
            • ‘Monitored-Folder Device’ allows you to browse to a folder, such when Background or Service Mode is activated, image files saved on the folder will be automatically captured to CapturePoint and exported based on the Export Settings of the Active Job.
            • Optionally, add a new device by clicking on ‘Add New’. Local Scanning Devices installed in the local computer will be recognized. Only those with TWAIN drivers installed will successfully connect and scan documents. 
            Click ‘Capture’ to capture or import image documents using the device selected.

            Remaining Images left is shown in the Capture Panel.

            Captured and processed documents will show in the document preview area.

            Classify


            Documents are classified in the ‘Classifications & Boundaries’ Panel.

            Classification Levels and Items


            If the Active Job is synced or connected to Content Central successfully, then documents can be classified using Classification Levels and Items based on the Catalog and Document Type in Content Central.

            If the Active Job is not synced or connected to Content Central, create Classification Levels and Items to be used to classify processed documents.

            To create Classification Levels and Items –

            Click ‘Menu’ and Classify ‘Settings’ icon to show ‘Classification Configuration’ Panel.

            In the ‘Classify Configuration’ panel, click ‘Add Item’ to add Classification Items for each Classification Levels.

            Optionally, Classification Level and Items can be removed and renamed.



            Steps to Classify Documents

            A. To manually classify Documents

            To manually classify captured and processed documents to the respective Classification Levels and Items, or Catalogs and Document Types -

            From the Document Preview –

            Click ‘Menu’ and ‘Classify’.

            Navigate to the document page using the document navigation tool to show document to classify.



            Click ‘Boundary’  to specify the document break or the beginning of the document.

            Click ‘Classify’  to classify the document to Classification Item from the list.

            Classification Information will show at the top left portion of the document page in the document preview after the document is classified. Optionally, hide this information by clicking on ‘Hide Info’. 


            Using ‘Classification’ Panel –

            Click ‘Menu’ and ‘Classify’ to show Classification and Boundaries Panel.



            Navigate to the document page using the document navigation panel.

            Click ‘Boundary’  to specify the document break or the beginning of the document to classify.

            In the Classify Panel, specify the Classification Item for the document for each Classification Level.

            Classification Information will show at the top left portion of the document page in the document preview after the document is classified. Optionally, hide this information by clicking on ‘Hide Info’.

            B. To automatically classify Documents


            To automatically classify captured and processed documents to the respective Classification Items during the Capture Process, ‘Classify Rules’ or ‘Document Layout’ must be added or configured. The Classify Rules will become the basis of classifying the documents.

            Classify Rules or Document Layout


            Classify Rules or Document Layouts are used to automatically classify documents during the Capture Process.

            To create Classify Rules or Document Layouts -

            Capture a document or page that will used as a template.

            Navigate to the document page using the document navigation panel. The captured or processed document showing in the document preview will be used for the Classification Layout.

            Click ‘Menu’ and ‘Begin Training Session’. Optionally, select ‘Current Image’ or ‘All Images’.
            • For ‘Current Image’, the 1 page in focus will become a template page to form a Document Layout.
            • For ‘All Images’, all pages scanned will become template pages. All similar template pages will be grouped together to form 1 (one) or multiple Document Layouts.


            • Document Layout Creation:
            • Select Recognition Type between ‘Barcode’ or ‘Image Signature’ for the image.
            • Choose a Classification for the image in focus, by selecting the Catalog and Document Type.
            • Group with existing Document Layout -
            • If CHECKED, the image will be added to an existing Document Layout.
              • If UNCHECK, a new Document Layout will be created using the image.
            • Click ‘Next’.

            • Wait for prompt ‘Training is complete’ when all images have been trained.

            Index

            Documents are indexed in the ‘Index’ Page. When a classified document is indexed, field values are assigned to a classified document on the specified Field.

            Fields

            If the Active Job is synced or connected to Content Central successfully, then documents can be indexed using Fields based on the Fields configuration in Content Central.

            If the Active Job is not synced or connected to Content Central, create Fields for the Classification Items to be used to index processed and classified documents.

            To create Fields –

            Click ‘Menu’ and ‘Index-Field Configuration’.

            In the ‘Field Configuration’ panel, under ‘Classification’, select the ‘Classification Item’ to add the Field for.

            Click ‘Add Item’ to add Fields for each Classification Items. Specify the ‘Field Scope’, ‘Field Name’ and ‘Data Type’.

            Optionally, re-configure Fields by clicking on ‘Properties’.

            Optionally, remove Fields by clicking on ‘Remove’.

            Steps to Index Classified Documents

            A. To manually Index Documents

            To manually index captured, processed and classified documents -
            Navigate to the document to index.

            Click ‘Menu’ and ‘Index’.



            In the ‘Field Entry’ panel, click the textbox of the ‘Field’ to index.

            Click ‘Index’. 

            Click the zone or area in the processed document to pull the field values from.

            The textbox of the field will be automatically populated with field value that is based on the text in the zone.

            B. To Automatically Index Documents using Field Rules

            To automatically index classified documents during the Capture Process, Field Rules must be added or configured initially. The Field Rules will become the basis of the field values when indexing the document.

            Field Rules

            During Capture Process, after a document is classified automatically using Classify Rules, Field Rules are used to automatically assign field values to a specified Field based on the text within the configured location in the document.

            To create Field Rules –

            Capture a document template.

            Create Classify Rule or Document Layout using the document template. Please see above instructions to create Classify Rules or document Layout.

            Click ‘Menu’ and ‘Index Field Automation’ (briefcase) icon at the ‘Index’ row.

            In the ‘Index-Field Rules’ panel, under ‘Classification’, specify Classification Item to create the Field Rules for.

            Click ‘Add Rule’.

            • For ‘Text Extraction’ Index Rule, enter –
            • For ‘Rule Type’, enter ‘Text Extraction’.
            • For ‘Location Type’, enter ‘Fixed Location’.
            • For ‘Field’, specify a Field to configure.
            • For ‘Classify-Rule Group, specify the Classify Rule or Document Layout to add the Field Rule to.
            • Then, select a location in the document image by drawing a box that surrounds the text that will become the basis of the field value.

            • For ‘Static Value’ Index Rule, enter –
            • For ‘Rule Type’, enter ‘Static Value’.
            • For ‘Field’, specify a Field to configure.
            • For ‘Classify-Rule Group, specify the Classify Rule or document Layout to add the Field Rule to.
            • Then, provide a Static Value.

            Optionally, re-configure Field Rules by clicking on ‘Properties’ on the specific Field Rule.

            Optionally, remove Field Rules by clicking on ‘Remove’ on the specific Field Rule.

            Classifying and Indexing Documents using Document Templates and Field Rules


            After Document Templates and Field Rules are configured:

            1. Click ‘Menu’ and ‘Classify’.

            2. Click ‘Recognize’ to re-process all documents/pages so that documents/pages will be classified based on configured Document Templates; and Field Values will be automatically populated based on Field rules.

            3. At the bottom left corner are the Pending Tasks. Wait for all the pending tasks to complete at 'OCR: 0, Classify: 0, Index: 0'.

            4. At the bottom right corner are the Page Count and Document Count.

            After documents are classified, a vertical bar or document boundary will appear to signify the document break or start of a new document.

            Classification Information will show at the top left portion of the document page in the document preview after the document is classified. Optionally, hide this information by clicking on ‘Hide Info’.

            5. Use ‘Navigation Tools’ to navigate the documents, and pages.

            6. While the 1st page of a document is in focus, click ‘Menu’ and ‘Index’ to view the field values.

            Indexes or Field values based on Field Rules, that have a Confidence Score lower than the configured Confidence Score Threshold, are ‘Exceptions’, and will be marked in 'Red' with the Confidence Score.

            These exceptions can be cleared with a ‘Green Check Mark’ by clicking on the ‘red score’, or by manually entering and clearing the Indexes or Field Values.

            Export


            Documents are exported from CapturePoint from the ‘Export’ Page. Click ‘Menu’ and ‘Export’ to show the ‘Export’ Panel.



            Under ‘Destination’, select –
            • ‘Content Central Connection’ to export document directly to Content Central.
            • ‘Network Folder: Content Central XML’ to export document and matching Content Central XML document descriptor to a Network Folder
            • ‘Network Folder: CapturePoint CSV’ to export document and matching CapturePoint CSV document descriptor to a Network Folder
            • ‘Network Folder: CapturePoint XML’ to export document and matching CapturePoint XML document descriptor to a Network Folder

            Under ‘Profile’, select a profile to use. Optionally, add a new profile.

            Under ‘Documents to Export’, select –
            • ‘All Documents’ to export all documents in CapturePoint.
            • ‘Filtered Documents’ to export all the documents that are showing in the document preview.
            • ‘Current Document’ to export only the current document showing in the document preview.

            Under ‘Network Folder’, browse to a destination folder path.

            Under ‘Content Central Connection’, select the Content Central Connection configured for the Active Job.

            Under ‘Content Central Destination’, select –
            • ‘Catalog’ to send documents to the Catalog Folders in Content Central.
            • ‘Coding Queue – Personal’ to send documents to the Coding Queue in Content Central.
            • ‘Coding Queue – Shared’ to send documents to the Coding Queue in Content Central.
            Click ‘Export’ to export documents from CapturePoint.
            • Verify that exported document(s) are in the Destination after the prompt that ‘Export completed successfully’.
            • Manually exported documents will not be deleted from CapturePoint.

            Background Mode or Service Mode

            Steps to Activate Background Mode or Service Mode -
            1. Click ‘Menu’, and ‘Capture New’.
            2. In ‘Capture New’ Page, select or add a ‘Monitored-Folder Device’.
            3. For Monitored Folder, browse to a folder.
            4. Click ‘Menu’ and ‘Export’.
            5. In ‘Export’ Page, select Export Settings.
            6. Click ‘Menu’ and ‘Activate Service Mode’.
            While ‘Background Mode’ or ‘Service Mode’ is activated, image files saved in the Monitored Folder (#3) will be automatically imported or captured to CapturePoint. The image files after capture will disappear from the  Monitored Folder.

            Captured images are automatically classified and indexed based on the configured Classify Rules and Index Rules.

            Classified and Indexed document *without* exceptions will be automatically exported based on the Export Settings (#5).

            Successfully exported documents while in Service Mode are deleted automatically.

            Classified and Indexed document *with* exceptions will stay in CapturePoint for validation, until the exceptions are cleared with a ‘Green Check Mark’. Exceptions are field values that have a confidence score that is less than the configured Alert Threshold in the Index Rules.

            An email notification regarding the exceptions will be sent to the email address used for the Account Manager. (Click ‘Menu’ and ‘Account Manager’.)

            Steps to De-Activate Background Mode or Service Mode -

            While CapturePoint is running in Service Mode, a red bar will be visible at the bottom end of CapturePoint Window.
            1. Click 'Menu' and 'Deactivate Service Mode'.

            Troubleshooting CapturePoint Service Mode

            • If document files are not capturing from the Monitored Folder, verify that the 'Ademero.CapturePoint.WorkerService' is logged on as a user with Full Control Permission to the Monitored Folder.



            BY CHARLOTTE KING
            Updated: 23 Aug 2018 01:03 AM
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