Help > Setting up document capture > Document classes from a master data query

Document classes from a master data query

A typical example of the convenience of using a master data query is when your process will classify documents to many different document types (or document classes), most of them with the same fields to interpret (or only a few different sets of fields). In such cases it is inconvenient to create one document specification for each document type.

Do this instead:

  1. Create one document specification containing the fields to be interpreted.

  2. Create a database with a single column table containing the names of all the different document types.

  3. Create a database connection and query using the Validation Designer. (For instructions, please refer to Capture Framework Help.)

  4. In the Customize mapping dialog, you can now run the query.

  5. To define which fields to interpret on those document types, use the >>> button to map them to the document specification that you created.

Customizing the connections between an imported solution and XBOUND document types