Capture operations
You can assign access permissions to resources and groups to permit or restrict access to each Capture action within a Capture composite control.
See Manage Capture operations.
The following table describes the purpose of each Capture action.
| Action | Purpose |
|---|---|
|
Documents |
|
|
Reject documents |
Rejects the documents if the fields are not valid. For example, if the image is smudged and illegible or the value on the image is not valid. |
|
Delete documents |
Deletes a document that was scanned in error, is no longer required, or is a duplicate. |
|
Change document type |
Changes the type of document. Since masking of field group and activity variant is based on document type, changing it results in loss of masking based on some of the fields. Changing the document type back to the original does not restore the masking, as field data and associated words are lost when the document type is changed. Also, trying to link fields to words is not possible as the fields that specify masking are hidden. Masking on the image does not clear immediately since the page is not dynamically updated and the masks are removed the next time the image is retrieved in either the current or next activity. |
|
Split documents |
Moves a variable number of pages from an existing document into a new document. When documents are scanned using the duplex mode, TotalAgility tries to keep the front and back images of a single paper together. You should have permission to split a document; otherwise, it will prevent splitting the front or back pages of the document.
|
|
Split on back page |
Separates the back page of a duplex page pair and places it in a new document. Once split, both the front and back page of a duplex page pair appear as a normal simplex page. You should have permission to split a document on the back page otherwise, it will prevent from the splitting of the back pages. |
|
Merge documents |
Merges two or more different documents. When you upgrade
TotalAgility, the
"Merge documents" permission is only enabled if the
"All other batch-editing operations" permission is selected.
|
|
Pages |
|
|
Reject pages |
Rejects the pages of a document. |
|
Delete pages |
Deletes a page that was scanned in error, is no longer required, or is a duplicate. |
|
Rotate pages |
Permanently rotates the pages of a document. |
|
Folders |
|
|
Add folder |
Add folders. |
|
Delete folders |
Delete a folder that is no longer required or is a duplicate. |
|
Other |
|
|
Annotations |
Maintains document annotations. |
|
Online learning |
Selects the documents for online learning. Online learning is a mechanism to better find and extract content on a page of a document. Dynamically trained content is added to a dynamic knowledge base until it is finally reviewed and published to a published (static) knowledge base. The Online Learning option only applies to a Validation activity. |
|
Override problems |
Overrides a field if it cannot be corrected or correcting it can be time-consuming. |
|
All other batch editing operations |
Performs general functions such as moving pages, documents, and folders. |
|
Mask and redact images |
Grants a resource or a member of a resource group the ability to mask and redact images in the Web capture control, Capture activity forms, and a Scan create new job form. The Administrators group has mask and redact image rights by default.
|
|
SDK only |
|
|
Create documents and pages |
Creates and copies documents and pages using the CaptureDocumentService SDK. |
|
Modify/Read document |
Modifies and adds documents, pages, and updates fields for folders or documents using the CaptureDocumentService SDK. Also, allows SDK users to read Capture data, such as retrieving documents, document fields, and images. |
|
Confirm fields |
Performs validation and changes the document or folder field status using the CaptureDocumentService SDK. |
|
Mask and redact images (SDK) |
Mask images using the following CaptureDocumentService SDK. Available mask-related CaptureDocumentService SDK methods include:
|
