Quick Capture toolbar

After opening a Quick Capture solution, a toolbar is displayed across the top of the screen. The following settings are available.

Icon

Setting name

Description

Solution details

Add new document types and upload training documents for the various document types.

Field Extraction

The Field Extraction page is displayed.

To enable field extraction, set the Define Fields and teach the system to extract data from your document types setting to Yes.

User Operations

The User Operations page is displayed.

Define the user operations needed for your Quick Capture solution.

Close

Close the project. If there are unsaved changes you are prompted to save or lose your changes.

Save

Save the project.

Publish

Publish the project.

If any steps in a Quick Capture solution are incomplete, a red circle appears above the preceding icons. You cannot publish the solution until the issues are resolved and the red icon is cleared.