Capture Client enhancements

This topic describes the enhancements to Capture Client.

Thumbnail panel enhancements

The thumbnail panel functionality is enhanced to incorporate some navigator-only features. This enhancement helps in scenarios where you want to use the thumbnail panel without the navigator and maximize screen real estate.

You can also do the following in the Thumbnail panel:

  • Change or adjust document type.

  • Multi-select and merge documents.

  • Have high visibility of documents and issues such as problem text (Document review activity only) and document status icon displayed (all Capture activities) in the document header.

Scan Client enhancements

The Scan Client statistics include the count of sub-folders contained in the selected folder. For documents, the new "subfolders" statistics show " - " to indicate no folder is being selected.

The new CurrentFolderId property displays the ID of the folder if a folder is selected or the parent folder of the document if a document is selected.

General Capture table enhancements

The Capture table is enhanced to include the following:

  • The Sum system property for table columns to calculate the total of all values in the column. You can then map this property in validation rules to perform validation.

  • A button in table field toolbar to select all rows in a table field. You can trigger this button for the current (focused) table using the CTRL, SHIFT+H hotkey.

  • The CTRL, SHIFT+D hotkey to insert a new table row at the current position.

  • The CTRL, SHIFT+I hotkey to insert a new table row at the end.

  • The Shift + Left mouse click combination to find the location of a particular cell in the Capture table (especially large tables) based on the OCR data displayed in the Image Viewer.

  • The Persistent OCR Highlight option to keep a table's OCR highlighted regardless of where the current focus is.

  • The Align row zones option to change the highlight style for table rows that may have different left and right endpoints.

See Properties specific to a Capture table in the TotalAgility Designer Help.

Scroll bar for document in Validation

The new Scroll across pages and documents system setting added to Capture form behavior lets you scroll between different pages and documents, using mouse wheel and Image Viewer to focus on what is displayed.

Option to consider lookup when validating

The new Restrict to choice list values setting on choice fields lets you validate a field value against the choice field values. When this setting is selected in combination with the "Allow empty field" setting, the field value can be empty or a part of the choice values.

Option to change the behavior of document type search in Capture Client drop-down

The new Document type auto complete match type option is added to configure the search behavior allowing the field to search for the document type automatically, depending on whether the list of words contain or start with a specific letter.

Support for VRS to transmit scan events to the scanning station

In earlier releases, when a multi-feed occurred, no error was reported on TotalAgility. Only one error would be displayed on the scanner and the scanner would stop. The user had to check the last pages on TotalAgility and reorder pages on the scanner.

With TotalAgility 8.0.0, with VRS on Kofax Capture, the error message appears on Kofax Scan with the photo of the last page scanned. So, it is easy to replace pages on the scanner.

Retrieve the scanner name used in a "Scan create new job" form

You can retrieve the Scanner name used in a "Scan create new job" form.

Restrict the document types available to manual classification on Capture Client forms

In the Classification group, a new Options tab with the Override document types available for manual classification in Capture activities property is added to override the document types available for manual classification. For more information, see Properties of a classification group in the TotalAgility Designer Help.

Permanent redaction support

You can permanently redact images to hide sensitive data if you have sufficient permissions. Two new buttons, Apply permanent redactions in the main toolbar and Draw permanent redaction in the Image viewer toolbar, are added in Capture Client and TotalAgility Designer for this purpose.

For more information on these buttons, see Configure toolbar commands for a Composite control in the TotalAgility Designer Help.

User alerts for errors instead of the current error panel

You can use alerts instead of the current error panel to preserve more space to display fields.

The new Use alerts for field errors system setting in "Capture form behavior" enables this new behavior.