Setting up a solution: Overview

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

2. Using the Administration module, create and name a new solution.

3. Define the solution policies.

4. Define the documents to be processed. Also, define the compound documents. 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. Define the production tasks that will be used in the solution.

7. If you are using basic or role-based user management, specify who will perform a production task.

   Optional: Limit the administration rights and production rights related to this solution for users and user groups. If you are using role-based management, you can limit production rights for a role. (Roles are not assigned administration rights.)

8. When the solution is complete, it is ready to be tested. Deploy the solution to a runtime system.

9. Optional: Configuring the ReadSoft Production service.

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

 

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

• Customer order solutions

• Invoice solutions

Related topics

Solutions: Overview

Planning a solution