Solution Documents

After creating a new solution, the Solution Documents page is displayed automatically. The following settings are available:

Solution details

The following settings are available to configure the details of a solution:

Solution name: Enter a unique and descriptive name for your Quick Capture solution.
Separation profile: Select a separation profile from the list of profiles that are preset by an Administrator.
What is the language of your documents?: Select the document language so that they are recognized by the system with the best settings for that language.
Allow capture using MFD only: Set this value to Yes if your documents are input using a multi-function device. (Default: No)

Document types

Use this area to add and maintain document types. By default, one document type is listed with a default name of Document Type 1.

The following settings are available:

 New Document Type

Click to add a new document type.

 Delete Document Type

Available only when there are two or more document types in a solution. A solution must have at least one document type.

Click a document type to delete.

 Train

This setting is disabled until you add documents to at least one of your document types. This setting is highlighted in red when training is mandatory before proceeding with your solution design.

The following information is available for each document type and remains visible even when a document type is collapsed. You can click the header bar to collapse or expand a document type:

Document type name

Click the document type name to rename a document type.

 Upload sample documents

Opens a File Explorer window so you can upload sample documents.

 Edit document type

Edit the document type name.

 Number of documents in this document type (#)

List the number of documents in a document type. This is for your information only.

Default

Use the toggle button to set one of your document types are the default document type.

If there is only one document type, the toggle is on by default.

Only one document type can be the default.

Training circle

This is the document type training circle that indicates whether additional training is required.

When adding multiple document types, ensure that you set one of the document types as the default document type. The default document type is used when the system is unable to identify a document.