Setting up a solution: Overview

1. Before you begin the actual configuration, start planning the solution you want to create.

2. Using Capture Components Administration, create and name a new solution.

3. Define the solution policies.

4. Define the documents to be processed. If applicable, use templates, or reuse document specifications that exist in another solution.

   As part of the document definition process, you need to:

   • Create document classifiers to identify documents with.

   • Define page classifiers on document layouts.

   • Define fields to be extracted for any documents containing information that needs to be extracted.

5. Create batch specifications.

6. Optional: Limit the administration rights related to this solution for users and user groups.

7. When the solution is complete, deploy the solution.

8. To keep track of your solution, view deployed versions of a solution.

You can also set up solutions that use special functionality in order to process customer orders.

Related topics

Solutions: Overview

Planning a solution