Setting up batch profiles in Local mode

You can create custom batch profiles on FastDoc in Local mode to configure the workflow tasks for your jobs.

About this task

When you create a batch profile, you specify the profile name, type, and description. You also format rules for the folders, documents, and pages in the batch. You then create tasks for the batch profile and map them to the application, workflow, and task profile where you want to run them. FastDoc provides a batch profile that you can use as an example when you create your customized batch profiles.

The Administrator creates the batch profile and configures the tasks to run for the profile. Then, you can select the batch profile by name on the main Datacap window.

Procedure

To set up a batch profile in Local mode:

  1. Start FastDoc in Local mode.
  2. Click Configure local profile at the Datacap window.
  3. Click Add to display the New Profile tab on the Batch Profiles window.
  4. In the Batch Profile Name field, type the name of the batch profile. The batch profile name is displayed on a New Profile tab.
  5. In the Type and Description fields, enter more information to further identify the batch profile.
  6. Use the following information in format ID fields to create batch folders, documents, and pages.
    • Batch ID Format: the year, month, day, hour, minute, result size, and computer name
    • Document ID Format: the batch ID and document number
    • Page ID Format: the page number within the document
  7. Create a Scan task for the batch profile.
    1. Click New Task to create tasks for the batch profile.
    2. Type the name of the Scan task in the Task Name field. For example, you might use a name like Scan Tax Forms.
    3. In the Task Options section, select a scan option from the list, such as Disk Scan, ISIS Scan, or TWAIN Scan.
    4. In the Application field, select the application to run the task. The Workflow field is filled with the application name.
    5. In the Task Profile field, select the ruleset to run on the task. For example, for a Disk Scan you can run Scan From Disk <Single TIFFS> or Scan From Disk <Multi Format>.
  8. Create a PageID task for the batch profile. This task is used by the Forms template only.
    1. Click + to create another task for the batch profile.
    2. Type the name of the PageID task in the Task Name field.
    3. In the Task Options section, select Rulerunner. The application name is displayed in the Application and Workflow fields.
    4. In the Task Profile field, select PageID.
  9. Create a Profiler task for the batch profile.
    1. Click + to create another task for the batch profile.
    2. Type the name of the Profiler task in the Task Name field.
    3. In the Task Options section, select Rulerunner. The application name is displayed in the Application and Workflow fields.
    4. In the Task Profile field, select Profiler.
  10. Create a Verify task for the batch profile.
    1. Click + to create another task for the batch profile.
    2. Type the name of the Verify task in the Task Name field.
    3. In the Task Options section, select Verify. The application name is displayed in the Application and Workflow fields.
    4. In the Task Profile field, select Verify.
  11. Create an Export task for the batch profile.
    1. Click + to create another task for the batch profile.
    2. Type the name of the Export task in the Task Name field.
    3. In the Task Options section, select Rulerunner. The application name is displayed in the Application and Workflow fields.
    4. In the Task Profile field, select Export.
  12. Click Save to save the batch profile and its tasks. You run the batch profile from the Batch Profile window.
  13. Click Remove to delete the batch profile. The tab for the batch profile is removed from the Batch Profile and the Select a Batch windows.
Parent topic: Application configuration on FastDoc
Related tasks:
Creating a batch with pre-scanned images
Creating a batch by using a scanner