Configuration area

General - Attributes & Options

The general tab defines attributes that describe the document profile, as well as a number of options that control the workflow and features that the document profile will employ. Options in this section are documented in the General Tab section below.

After configuring the general options for the document profile, you must add one or more fields. The Fields Tab section below documents data profiles and general field options, as well as validation and usability features that help improve the quality of your captured data without sacrificing indexing efficiency.

When indexing documents in your organization, there are often third party data sources available that contain critical metadata and can be leveraged to reduce the amount of manual keying necessary for each document. PSIcapture Mailroom provides an optional feature called Lookups to allow you to tap into this data and integrate it into your thin client indexing solution.