› Capture Starter Pack components › Process documents

Process documents

Processing a document involves the following procedure.

  1. Scan a document: Navigate to the Capture Starter Pack_Scan form.

    Use this form for the Web file import. When you access the form for the first time on a fresh Kofax TotalAgility installation, you are prompted to install the file import service and select the file import as a scan source for the next step.

  2. The images in the document are automatically classified using the Classification activity.
  3. Manually review the classification results using the Review activity. If any document, folder, or field in the activity is invalid, correct it.
  4. Documents and folder fields are automatically recognized using the Extraction activity.
  5. Manually validate the field values using the Validation activity.
  6. Verify the document data before it is exported using the Verification activity. In the sample, only three fields are configured for verification: CustomerName, SourceNumber, and CheckMoneyOrder.
    <image-document_verify.png>
  7. Using the Export activity, documents are exported to the following folder:

    • c:\Export\Northwest

    • c:\Export\Tri-Spectrum

    Each folder includes Export.txt, which lists the document and folder fields.