Configuring a process step

After you add process steps to a process and specify the process flow, in many cases you must configure the details of some or all of the process steps.

Notes

• You must create document types before you can configure process steps.

• Most types of process steps do not have separate instructions in this Help. (These do:) Please see the description of each activity for the available options.

  • Importing documents

  • Assigning a document type as documents are imported

  • Splitting documents by document types

  • Extracting barcodes from documents

  • Structuring documents by using barcodes

  • Adding text to images during processing

For a Scan Documents process step, it is important to at least open the step as below and click OK to set the default configuration.

Use this procedure

1. Using the XBOUND Management Center, open a console containing the Process Designer.

2. Under Process Navigation, click the desired process.

3. In the Process area, click Process Design:

   

4. In the Process area, double-click the process step that you want to configure.

5. Select the desired options. The available options depend on which activity type the process step has. (See a list of all activities.)

6. Click OK to close the parameter set.

7. Save the process by clicking the Save button:

   

Tip: You can limit processing to documents or media that meet specified criteria.

After you configure all of the steps in the process (or enough of them for testing), typically the next step is activating the process.

Note: Most activities must be assigned to an Activities Service before they can run.

Related topics

Exporting and importing process step settings

Configuring an XBOUND process: Overview

Process Designer plug-in

Processes: Overview

Setting up XBOUND: Overview