› Workflow › Business processes › Design a basic process › Add an activity › Activity types › Capture activities › Document review activity › Configure a Document review activity

Configure a Document review activity

Use the following procedure to configure a Document review activity.

  1. Add an activity to the map.

    By default, the Configuration tab is open in the properties panel of the activity.

  2. Change the default Name of the activity to something meaningful.
  3. On the Type list, select Capture > Document review.
  4. Configure the following settings.

    Input document/folder

    Document or folder variable that serves as an input to the Document review activity.

    • On the Configuration tab, you can provide only one document or folder variable as an input to the activity.
    • On the Input/Output tab, you can provide additional input and output variables of any type, except Document or Folder variables. You can also add fields from a Document or Folder variable. See Input and output.

    Classification

    By default, the classification group is inherited from the process. To select a classification group specific to the Document review activity and not inherit from the process, do the following:

    1. Select Allow operator to classify documents.

    2. Clear Inherit classification group from process and select a different Classification group specific to this activity. You can select a classification group or dynamically set the classification group using a String variable (process or server). The variable holds the GUID of a classification group. You can copy the GUID from the classification group. See General properties of a classification group.

    • If you do not select a particular classification group for the activity or if you select to inherit the classification group from the process and have not associated a classification group at the process level, the system displays the following message, "Classification group must be mapped at the process level".

    • If you do not select to inherit the classification group from the process and have not associated a classification group at the activity level, the system displays the following message," Classification group must be mapped at the activity level."

    Page rendition

    By default, the page renditions are inherited from the system and the renditions for the activity become unavailable. To display a different image as the default page rendition, do the following:

    1. Clear Inherit settings from system.

    2. On the Default displaying image list, select a different image to display as the default image.

    Imported documents

    By default, the activity inherits the settings from the process for the imported documents. To specify settings specific to this activity and not inherit from the process, clear Inherit settings from process and configure the following settings:

    • Merge / Split / Delete: If selected, enables merging or splitting documents and deleting pages.
    • Rotate / Reorder: If selected, enables rotating images and reordering pages.
    To keep the original copy of the documents that are imported but not scanned, keep these options clear.

    MFP ready

    Enables the activity to be MFP (Multi-Function Peripheral) ready. Available options:

    • No (Default): The activity cannot be completed on an MFP device.
    • MFP friendly: Enables the activity to be completed on an MFP device and desktop.
    • MFP only: Enables the activity to be completed only on an MFP device.
    • MFP only - no password required: Enables the MFP operators to take the activity on the MFP without specifying the password. This setting is available for HP, MFP Emulator, and Lexmark eSF devices.

  5. Save the process map.
    When you take the Document review activity at runtime, the generated Document review form appears.