Configuring rulesets for the application

After you set up the documents and fields to process, you can configure the rulesets to run on the application that is based on the template that you are using.

About this task

You configure rulesets to run on the batches, documents, pages, and fields that are in the application in Datacap Server mode.

Procedure

To configure rulesets on documents:

  1. Start FastDoc in Datacap Server mode.
  2. On the Datacap window, click the Configure workflow icon.
  3. Select the job that you want to run and click the Configure documents, pages, and fields icon.
  4. In the Batch Structure pane, select the name of the application and click the Rulesets tab.
  5. Configure the following rulesets for the appropriate batch structure level in the application:
    Table 1. Rulesets to configure for the Forms and Learning applications
    Application Batch Structure Level Ruleset
    Forms Batch Identify Pages to identify non-classified pages in the document.

    Convert Images to convert the electronic images to a TIFF file format.

    Create Documents to arrange page files into documents.

      Document There are no ruleset settings for this level.
      Page Image Enhancement to clean up imperfections in the scanned image.

    Recognize Pages and Fields to run recognition steps task on pages.

      Field Recognize Pages and Fields to run recognition steps on fields.

    Validate Fields to determine whether the captured data conforms to the specified business rules.

    Learning Batch Populate Fields By Using Keywords to define keywords that can locate the index value by using a field label.

    Convert Images to convert the electronic images to a TIFF file format.

    Export to FileNet Content Manager to configure the connection to the FileNet® Content Manager repository. You can configure the application for any one of the supported Export rulesets.

      Document Populate Fields By Using Keywords to define keywords that can locate the index value by using a field label.

    Export to FileNet Content Manager to configure the connection to the FileNet Content Manager repository. You can configure the application for any one of the supported Export rulesets.

      Page Image Enhancement to clean up imperfections in the scanned image.
      Field Populate Fields By Using Keywords to define keywords that can locate the index value by using a field label.

    Export to FileNet Content Manager to configure the connection to the FileNet Content Manager repository. You can configure the application for any one of the supported Export rulesets.

  6. Use the Test tab to confirm that the processing is working correctly and make corrections as needed.
  7. Start processing real documents.