Capture menus

When you click the Capture/Import icon in the Navigator pane, the Select Capture Profile dialog box opens by default.

Home menu

Group Button Description
Batch Create Batch

Before creating a batch, you must select a capture profile that should contain the batch.

Opens the Create Batch dialog box, where you can define specific options for that batch, including general configuration options, such as name, priority, holding, and overrides. You can also make notes on the Batch Note tab and review a summary of batch options before proceeding with the Capture / Import of documents.

Select Batch

Opens the Select Batch dialog box, where you can select a batch that is in the Capture/Import workflow step.

Close Batch Opens the Close Batch dialog box, where you can select one of three options:
  • Close Batch: Closes the current batch. You stay in the current module, and the Select Batch dialog box appears.

  • Close Batch and Continue in next Workflow step: Closes the current batch and the current module. The batch is immediately reopened in the next module of the workflow.

  • Suspend Batch in Capture: Suspends the batch in the current workflow step for processing at a later time.

The behavior of the Close Batch dialog box is affected by the Default Action for the "Close Batch" dialog setting defined in the capture profile workflow configurations.

Select Capture Profile

Opens the Select Capture Profile dialog box to select a profile.

Import Batch

Imports a batch from an external or third-party source.

This button is only available if the Batch Import step is enabled within the capture workflow.

View Batch Information

Opens the Batch Information dialog box.

Capture Start Capture

Initiates the capture process.

Stop Capture

Stops the current capture process.

The capture process must be running for this button to be visible.

Capture Devices and Device Profiles Select Capture Device

Displays a list where you can select a device to capture images.

Configure Device Profiles

Opens the Device Profiles Setup dialog box, where you can create device profiles for capture device settings. For scanners, driver settings can be configured and named for quick recall during capture operations. For the import device, folder paths can be specified for quick access to image directories.

Device Profiles list The Device Profiles list is available once one or more device profiles have been configured and saved. With this list, you can:
  • Switch the device profiles to unique settings based on the configured profiles.

  • Switch between unique configurations of scanner drivers and import locations.

Indexing Toggle Index Data Editing

Enables or disables the editing of index data in the index field pane.

Display Index Field Zones Displays the detected zones of index fields in the selected document.
Enable Zoom To Zone Enables automatic zooming to detected zones.

File menu

Button Description

Start Single Page Capture

Captures one page from the currently selected capture device.

Import/Export Device Profiles

You can export one or more device profiles from one workstation to another. Multiple devices can be imported or exported at once. Use the Select All to select multiple detected device profiles, or Clear All to select none.

Because device profiles are stored locally on each workstation, this option is helpful for updating multiple capture stations that use the same type of capture device.

Device Driver Information

Provides information about the device driver for the selected capture device.

Open New Viewer

Opens a new viewer in the batch viewer pane. Multiple viewers can be opened simultaneously. Various viewers can display different pages, and they can be adjusted using the viewer tools (that is, zoom, rotate, magnify). See Viewer.

Toggle Capture Progress Viewer

Opens or closes a Progress Viewer to display the current progress of the captured pages.

Toggle Thumbnail Viewer

Opens or closes a Thumbnail Viewer displaying thumbnails of the capture pages.

Initial Values Entry

Opens a dialog box where you can enter data into index fields that are defined as either Sticky or Auto Incrementing. The data entered here is carried over to all corresponding Sticky fields, and as a starting point for all Auto Incrementing fields.

Capture Setup

Opens the Capture Settings dialog box.

All settings should be defined previously by the system administrator. However, scan operators can adjust individual batch settings to suit their needs.

Image Processing Options

Opens the Image Processing Profiles dialog box, where you can process images for the documents in the current batch.

Recognition Options

Opens the Recognition Settings dialog box, where you can configure and preview the bar code, patch code, and blank page detection method.

Exit

Exits PSIcapture.

If a batch is currently open, you are prompted to close or suspend the batch. The PSIcapture application then closes.