Advanced

This topic describes how to adjust a variety of options that affect the batch setup and general processing of specific product features.

Check box name	Description
Batch deadline tracking
Enable deadline tracking	Adds a Deadline column to the Batch Manager and unlocks the option to send automatic deadline notifications to users. Batch deadlines are calculated based on the batch creation time. The Deadline time indicates how many hours it can take to process the batches for the capture profile after their creation. Notifications are also available to send the administrator updates about the progress towards the deadline. We recommend to also enable batch deadline tracking in the Batch Manager options.
Allow deadline to be overridden	Makes it possible to change the deadline at a later time.
PDF Options
Use a copy of the source file as the OCR document when importing PDF files	Copies the source PDFs to the specified OCR directory and creates pointers in the batch database so that it appears that the PDF conversion feature of OCR has already been run on the document.
Generate new PDFs from the source file using the defined Separation Profiles	Generates matching subdocuments directly from source PDFs. When a batch is closed after the Capture / Import workflow step, each page of each resulting document in the batch is examined to determine its source PDF file. The page is extracted directly from the source file, and a new, matching PDF is built that becomes the OCR file of the document. There are a few restrictions: Users cannot add hidden text to the new PDF. Any pages that result from non-PDF sources (tiff, jpeg, and others) are excluded. The new PDFs are generated after the Capture / Import step is closed. Therefore, batch restructuring operations outside of the Capture / Import step are not applied. Some file inflation occurs using this method. However, the resulting files are significantly smaller than those generated by the normal OCR workflow step.
When importing PDFs, extract the page text and store it as an alternate page file	Extracts all text from PDFs including hidden text. PSIcapture stores the text in an alternative file located in the {batch storage folder}/{batch folder}/Alternate Pages folder.
Enable retention of existing bookmarks	Retains bookmarks that already exist in PDFs when importing them into a batch. These bookmarks are marked during the Capture and Index steps and are displayed in the tree view of the Quality Assurance module.
Additional batch options
Set high priority flag on new Batches	Sets all new batches as high priority for processing purposes.
Allow Batch overrides when creating Batch	Makes it possible to override the following settings when creating a new batch in the Capture module: Modifying Expected Count Validation Changing pages per document for fixed length separation This option is selected by default.
Copy index values when splitting Documents / Folders	Copies the collected values to the index fields of newly split documents or folders.
Enable Zone Definition Profile trigger alerts on Documents	Sets an alert on documents that do not trigger a Zone Definition Profile. This box is selected by default if Validation should fail for Documents that do not trigger a Zone Definition Profile is selected in the Index workflow configuration settings.
Backup deleted Folders, Documents and Pages to Batch Recycle Bin directory	Places deleted items in the Recycle Bin directory in the storage location of the appropriate batch. This option is selected by default. The contents of the Recycle Bin for the current batch can be viewed by clicking the Recycle Bin icon on the QA toolbar in the Capture and QA modules. The deleted page files can be found in {Batch Name}/Recycle Bin/{Folder Name}/{Document Name}. The Recycle Bin folder only exists if an image has been deleted or otherwise placed in the Recycle Bin for that batch.
Suppress Create Batch dialog when starting capture in the Capture module	Suppresses the Create Batch dialog box when beginning an import or scan in the Capture module. This is not possible in the following cases: If your batch naming is set to manual, you need to enter a name for each batch every time you enter the Capture module and begin a new capture. If your capture profile contains batch index fields that need to be populated, this option cannot be enabled, because those fields must be defined as part of the batch creation process.
Predefined note filtering
Filter the predefined notes by collection	Filters the notes that were previously defined in Global Lists: Notes. The groups created are displayed in a list and are available for selection. To select groups, click Configure Note Filtering.
Batch Summary Options
Show the batch summary when closing batches	Displays the batch summary when closing a batch in any module.
Auto-print the batch summary when closing batches from the Capture module	Prints the batch summary to the default printer when a batch is closed from the Capture module.