Configuring an XBOUND process: Overview

Use templates to duplicate processes (or parts of processes) for reuse elsewhere

Using templates while configuring processes

Copy processes from one client to another

Copying processes between clients or Exporting and importing a process

Add or change document types

Creating or editing a document type or Adding document types from a template

Add field definitions or table definitions

Creating a field definition or Creating a table definition

Specify what document type is assigned to the root documents as batches are imported

Assigning a document type as documents are imported

Add process steps

Adding process steps to a process or Adding process steps from a template and Configuring a process step

Rename a process step

Right-click the step and select Rename Process Step.

Get documents into the process

Importing documents

Divide up documents using barcodes

Structuring documents by using barcodes

Split documents by document types

Splitting documents by document types

Filter documents by other specified criteria

Processing documents and media that meet specified criteria

Implement a custom process step

Adding a process step extension (after that you add it as a process step)

Specify the process flow

Specifying the process flow with process rules or Controlling document flow

Branch the process flow

Branching the process flow (after which you may need to synchronize the tasks)

Formulate process rules

Specifying which documents to route to a process step

Apply process rules to sub-documents

Applying process rules to sub-documents

Postpone document processing

Delaying document processing

Save different documents to different directories

Exporting documents to different directories based on document type

Create fields on documents during routing

Adding field values to documents that pass through a process rule

Change the priority of documents during routing

Changing the priority of documents that pass through a process rule

Disable a process step

Disabling a process step

Delete a process step

Right-click the step and select Delete Process Step.

Tip: It is not possible to delete a client, process or process step if there are related documents in the system. Instead, an error message is displayed.

Delete a process rule

Select the process rule and press Delete on your keyboard.

Undo your changes

Select Edit > Undo All Process Changes.

Add a counter to your process

Adding and configuring a counter

Include a built-in description or explanation in the process

Adding design comments to a process

Adjust how the process diagram is displayed.

Changing the appearance of a process diagram

Activate the process.

Activating a process